nathan thomas resume 2015-1
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Nathan Thomas617-504-6303 · [email protected]
Professional ExperienceSun Life Financial, Wellesley MA July 2014 - PresentOperations 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
New York Life, Waltham MA December 2013 – July 2014Distribution – 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 2008Portfolio 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”
EducationColgate University — Bachelor of Liberal Arts Philosophy & Religion MajorBlair Academy — Post Graduate
Walpole High School
Massachusetts Licensed Insurance Producer