CONSTANCE V.

KONYVES
25 Kensington Avenue #504
Jersey City, NJ 07304
Residence: 201-360-2184
Cell: 917-822-1300
Email: [email protected]
PROFESSIONAL EXPERIENCE
United Continental Corporation, New York, NY January 2009 to June 2010
Accounting Administrator
* Introduced and trained staff on Advent's REX processing for online
reconciliation of accounts for various custodians
* Issued checks, processed wire transfers, audited pre-signed vault checks
for 200 family accounts
* Prepared, set up and funded new accounts
* Monitored documentation for trusts and individual accounts
Northern Trust Value Investors, West Palm Beach, FL 2002 to 2008
Investment Operations Specialist, Team Leader
* Assigned tasks to accounting operations team, set short term priorities
* Developed current procedures to enhance team productivity
* Assisted staff in problem resolution with discrepancies relating to
securities and money market trades
* Trained new and experienced staff members and Monitored workflow and
schedules assignments
* Reviewed various reports for reconcilement and validation
* Downloaded & translated custodial information using Advent's Dataport
software to balance over 10,000 accounts on a daily basis
* Processed DTC settlements and reconciliation, backed up Corporate
Action functions as needed
* Interacted with clients, traders, & custodians, in an effort to resolve
discrepancies and to avoid trade errors, researched rejections
* Provided timely and accurate reporting for Corporate Trust, Security
Clearance, Personal Savings and Deposit Services
* Processed reports (appraisals, expense, purchase & sales, P&L) using
Advent's Axys software.
* Assisted with internal and external audits
* Processed new and terminated accounts, incoming and outgoing transfer
of assets
Accomplishments:
* Coded Advent's Dataport translation of custodial files, critical to daily
processes
* Enhanced time efficiency by refining the automated reconciliation process
and the risk associated with error
* Reduced consultant man-hours by developing specialized
correspondence, forms and eliminated duplications
* Outlined reporting requirements of a conversion to new computer
system, which interfaced with DTC, decrease DK's by 95%
* Reorganized filing and storage of documents enabling accurate record
keeping
Edgewood Management Company, New York, NY 1999 to 2002
Portfolio Administrator
Administered and maintained all aspects of 120 families of accounts valued at 60
0 million dollars
* Interacted with accountants, lawyers and banks in the maintenance and
compliance of 80 trust accounts
* Prepared all correspondence, verbal and written, monthly, quarterly client
reports
* Prepared reports for client meetings and yearly excel cash flow charts
* Processed check requests, wire transfers, foreign and domestic
* Distributed yearly gifts, charitable and other, of cash and securities on
behalf of all the clients
* Processed mandatory fund distributions from various funds and
foundations according to trust requirements
* Prepared, set up and funded new accounts, monitored documentation,
trading activity and settlements
* Monitored investment management, accountant and lawyer fees, US
Treasury, State checks and income distributions
OFFITBANK, New York, NY 1993 to 1999
Fiduciary Services Representative
* Prepared and reviewed new account documentation in compliance with
industry standards and regulations
* Monitored and funded accounts for new clients utilizing Effron's
Accounting System and Bloomberg
* Maintained new business report for the CEO and CFO of the bank
* Backed up the administration of daily shareholder service function for
eight OFFITBANK mutual funds
* Participated in the development of a new custody department
EDUCATION: Queens College - Bachelor of Arts, June 1981
PROFESSIONAL CERTIFICATIONS:
New York Stock Exchange Series #7 - Registered Representative - Expired
New York Institute of Finance (Various Securities Industry Certificates)
Advent Back Office Certification
SPECIAL SKILLS:
Proficient in Microsoft Word, Excel, Effron, Advents' Axys, Dataport, APL, Shaw
Data, Interactive Data/Bloomberg

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Performance Document Northern Trust for Constance V. Konyves 2002
Human Resources in Chicago (312) 630-6000
Document ID: 10260
Employee ID: 46496
Job Title: Investment Ops Specialist, Team Leader
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Dataport/Feed Management
* Manages the feeds and work to improve the data quality
* Investigates feed issues reported by other team members
* Initiates new feeds as needed
* Maintains a log of feed issues, feed quality and pending items
Account Reconciliation Process
* Oversees the daily reconciliation process for the department
* Meets daily and month end time deadlines
* Equitably distributes reconciliations to the team
* Investigates and resolves posting errors and reconciliation breaks
* Cross-trains team on various reconciliation processes, including Dataport
and REX
* Implements process improvements
Monitor completion of month-end statement reconciliation process
* Meets month-end time deadlines
* Oversees auditing of PFS Statements
* Organizes statement filing and storage
Relationship Building, Work Ethics and Skills
* Relates to people in open, friendly accepting manner, initiates and
develops relationship with others.
* Treats others with respect creates an environment in which people from
diverse backgrounds are comfortable and are valued
* Addresses disagreements directly and looks for solutions that benefit
everyone.
* Understands others point of view; uses formal & informal networks to get
things done
* Listens to others; pays attention and acknowledges understanding
* Speaks clearly and expresses self well in groups and in one-on-one
conversations.
* Shares useful information with others; encourages sharing of ideas and
opinions.
* Writes clearly
* Handles day-to-day work challenges confidently; adjusts to multiple demands, s
hifting priorities, ambiguity, and rapid change.
* Acts with integrity; demonstrates sound business ethics
* Learns from experience, actively pursues learning and self-development.
* Builds trust with others by delivering on commitments.
* Shows a sense of urgency; drives to closure; persists despite obstacles.
* Strives to achieve results; pursues challenging goals and works hard to
achieve them.
* Makes sound decisions; able to make decisions under conditions of
uncertainty; considers short-and long-term business impacts of
decisions.
* Includes others in problem solving efforts when appropriate.
* Analyzes and solves problems; gathers information in a logical and
orderly manner; recognizes relationships among problems or issues
* Possesses up-to-date functional or technical knowledge related to their
job.
* Knows the business; shows understanding of issues relevant to Northern
Trust and the financial services industry; keeps that knowledge up-to-
date.
* Understands the impact of external events on Northern's plans and
objectives.
* Committed to quality; works to deliver quality products and/or services.
* Develops effective working relationships with internal and external
clients.
* Focuses on client needs; anticipates and identifies client needs and
takes action to meet them; continually searches for ways to increase
client satisfaction.
* Coordinates work efforts with other groups; provides support and up-to-
date information relevant to others.
* Executes tasks and projects; sets clear goals and expectations when
involving others in projects.
* Establishes and develops plans that are thorough, realistic, and effective
in meeting goals.
* Allocates time and effort to get things done; handles multiple demands
and competing priorities; eliminates inefficiencies.
* Provides appropriate direction and clarifies roles & responsibilities with
peers.
* Puts forth own ideas for getting things done and persuades others to
take action as needed; gains support and commitment from others.
* Shares knowledge and experience with others; supports the
development of others by giving specific and timely feedback.
* Celebrates team accomplishments.
=======================================================
Connie has done an outstanding job of managing our feeds. She has developed spr
eadsheets that are highly detailed that enables us to track reoccurring issues a
nd report them to Advent and Management. She drives hard to locate feed problems
, fix them, contact Advent or train other team members so errors are not repeate
d. She has extensive knowledge of her job and has added significant value in ou
r push to provide a scalable process for our WAS and MAG initiatives. Connie is
always willing to help and will go the extra mile to assist and train anyone who
asks. Connie successfully backs up the reconciliation and Dataport process. O
ften she uses that time to continue to share her knowledge with other team membe
rs and further their training. Connie is proactive in ensuring accounts are add
ed to the feed at the earliest possible moment. She developed a spreadsheet to
ensure all new accounts and prospects are actively managed in the set up process
.
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RECOMMENDATIONS:
Alan Breed, President
350 Park Avenue, 18th Floor
New York, NY 10022
[email protected]
212-652-9100
Hugh O'Donnell, V.P., Operations Manager
United Continental Corporation
750 Third Avenue, Suite 3300
New York, NY 10017
[email protected]
646- 837-9630
Wanda L. Ortiz
Client Service Specialist
Wachovia Wealth Management
(Previously at Offitbank)
Telephone 201-847-8479
Melissa Keller
Chief Administrator
Swedbank First Securities, LLC
570 Lexington Ave. 35th Floor
New York, NY 10022
[email protected]
(212) 906-0839