Nathan Thomas
617-504-6303 ·
Professional Experience
Sun Life Financial, Wellesley MA July 2...
of 1

Nathan Thomas Resume 2015-1

Published on: Mar 3, 2016

Transcripts - Nathan Thomas Resume 2015-1

  • 1. Nathan Thomas 617-504-6303 · Professional Experience Sun Life Financial, Wellesley MA July 2014 - Present Operations Control – Commissions Analyst, Commissions · Reconcile broker commission payments for various types of insurance policies · Provide detailed analysis to ensure accuracy of premium rates and commission calculations · Point of contact with US Banking, Accounting to ensure all checks and EFT’s are accounted for and delivered within standard · Review all commission transactions using a shared drive reconciliation system · Research discrepancies between multiple Compensation administration systems · Work to resolve discrepancies with Group Premium and technical support group NewYork Life, Waltham MA December 2013 – July 2014 Distribution – Sales Agent · Provided service to clients’ changing insurance needs by selling life, health and disability insurance · Developed base for long term sources of clients by using referrals, occupational and special interest groups to compile lists of prospects · Determined client’s particular needs and financial situations by scheduling fact finding appointments · Developed a coordinated protection plan by calculating and quoting rates for immediate coverage action and long term strategy implementation State Street Corporation, Quincy MA February 2005 – March 2008 Portfolio Accountant · Analyzed daily fund activity, fund compliance and performance of largest State Street account · Identified, researched & resolved variances associated with complex mutual funds · Analyzed trends and performed calculations to accurately compute the net asset values · Handled daily reconciliation of domestic and foreign cash accounts · Reconciled accounts using general ledger principles for various clients on a weekly basis · Reconciled share variances on all daily, weekly and monthly transactions · Resolved trade discrepancies by communicating with clients and supervisors · Excelled in team setting executing transactions for 200 domestic & international mutual funds · Executed SWIFTS and wires in off shore markets which include Taiwan, Korea and India · Created client specific reports on monthly, quarterly and annual basis · Achieved “Top Portfolio Administrator” Education Colgate University — Bachelor of Liberal Arts Philosophy & Religion Major Blair Academy — Post Graduate Walpole High School Massachusetts Licensed Insurance Producer

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