Octavia Roddy
Southaven
Summary
Dynamic professional with expertise in team leadership and performance management. Adept at fostering collaboration and motivating team members to achieve high levels of productivity. Focused on developing and implementing creative strategies to meet organizational aims and enhance overall success.
Overview
13
13
years of professional experience
Work History
Team Lead - Portfolio Reviewer
Raymond James
Memphis
10.2021 - Current
- Manage and guide team of portfolio reviewers across Memphis, TN and Saint Petersburg, FL.
- Direct review of complex issues while analyzing data to determine corrective actions.
- Field questions and resolve issues from team members to maintain operational efficiency.
- Assign duties to associates while monitoring workflow and evaluating performance metrics.
- Create and support training plans, fostering professional development for team members.
- Execute trades for money managers in accordance with product models and guidelines.
- Assisted with workflow management to enhance productivity.
Portfolio Reviewer I
Raymond James
Memphis
05.2017 - 10.2021
- Executed trades by overlaying accounts with predefined trading models, ensuring alignment with investment strategies.
- Reviewed accounts to ensure compliance with portfolio manager specifications, enhancing overall portfolio integrity.
- Created block trade allocations and communicated execution details to external money managers, facilitating timely and accurate trade execution.
- Analyzed data to identify outliers between current positions and models.
- Researched account discrepancies and implemented necessary corrections.
- Updated trading models based on data received from money managers.
Fee Based Senior Associate
Raymond James
Memphis
03.2014 - 05.2017
- Executed operational procedures for processing, reconciling, and terminating fee-based agreements, ensuring compliance and accuracy.
- Addressed inquiries on fee-based accounts, providing clients with accurate and timely information to enhance customer satisfaction.
- Resolved complex business issues through thorough research and analysis, facilitating informed decision-making.
- Provided cross-functional support during staff absences to ensure seamless operations.
- Organized and maintained diverse data files and records systematically.
- Composed letters, memos, and documents with clarity and professionalism.
Commercial Bank Teller
Bank of America
Jonesboro
09.2012 - 03.2014
- Validated checks for personal and business customers, minimizing risk of fraud.
- Ensured compliance with bank procedures while processing transactions.
- Referred customers to suitable bank products and services, enhancing customer satisfaction and engagement.
- Counted and recorded working cash for each shift, ensuring accuracy and accountability.
Education
Bachelor of Science - Finance
Arkansas State University
Jonesboro, AR08.2013
Skills
- Portfolio management
- Trade execution
- Team leadership
- Organizational skills
- Deadline management
- Problem analysis
- Problem solving
- Attention to detail
- Secure communication
- Customer focus
- Team collaboration
- Coaching and mentoring
- Adaptability
- Pressure management
- Independent work
Timeline
Team Lead - Portfolio Reviewer
Raymond James
10.2021 - Current
Portfolio Reviewer I
Raymond James
05.2017 - 10.2021
Fee Based Senior Associate
Raymond James
03.2014 - 05.2017
Commercial Bank Teller
Bank of America
09.2012 - 03.2014
Bachelor of Science - Finance
Arkansas State University