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Shawn Berry

Shawn Berry

Manager, Operations

Presbyterian Foundation

Operations Manager Presbyterian Foundation

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Presbyterian Foundation

Manager, Operations

• Responsible for management and oversight of the Fund Services Unit which includes the mentoring, development, and training to Operations staff
• Manage the cash management functions for approximately 10,000 accounts with market values exceeding $750 million
• Direct the remittance functions of the Operations Department which yield more than 30,000 transactions annually
• Manage/design required reports for KPIs/metrics
• Ensure proper controls are in place and manage data integrity across multiple systems (General Ledgers, CRM, Banks, Merchant Services, Custodians, etc.)
• Project Manager for various Operations related projects ; utilize business process management experience and innovation to identify and resolve non-value add activity

Career medium 01
Career
Career medium 02

Parker Hannifin

Associate

Expedited priority customer orders by allocating appropriate warehouse resources
• Managed the priority and release of orders via the warehouse management system (AS-400 system)
• Team Leader of the Quality Assurance Team; team was tasked with developing controls to eliminate shipment discrepancies and improve customer satisfaction
• Managed various special projects which resulted in organizational cost savings in excess of $20,000 annually

Career

Presbyterian Foundation

Investment Operations Officer

• Worked with multiple investment advisors to ensure the liquidity needs of their respective portfolios were met
• Provided fund accountant with rebalancing instructions for multiple funds which exceeded $1 billion in assets under management
• Provided training and direction to members of the staff on investment department controls and processes
• Developed, reviewed and audited department policies, guidelines and procedures
• Identified and implemented enhancements to operations related processes
• Other duties included creation of various reports, oversight of invoicing, financial analysis and budgeting
• Worked with senior management in the development, implementation and review of various operations related projects

Career medium 04
Career
Career medium 02

Presbyterian Foundation

Securities Specialist

• Provided daily instruction to custodian for cash management divestment/investment to ensure all of 10,000 account were completely invested
• Implemented process enhancements in order to increase the overall efficiency of the Securities unit
• Implemented online client access software to allow clients to review their account values, transaction activity, etc.
• Produced ad hoc reports and queries for reconciliation and audit purposes

Career

PNC

Financial Consultant

• Assisted clients with decision making regarding the most appropriate financial solutions to meet their needs.
• Managed the branch in absence of branch manager ($55 million on deposit); responsible for 5 employees
• Helped maintain positive client experience by ensuring a top rated level of service in fulfilling client expectations.

Career medium 06
Career
Career medium 04

Waddell & Reed

Financial Advisor

• Provided comprehensive financial planning for clients in order to make appropriate recommendations to help them address their financial concerns and achieve their financial goals
• Targeted prospective clients with investment and insurance needs and matched them with suitable financial solutions
• Developed various metrics to gauge the effectiveness of team prospecting efforts

Career

Indiana University-Southeast

Master of Business Administration (M.B.A.)

Indiana University-Southeast

Bachelor's of Science, Finance