Charles Ayer's Resume (Last updated February 24th 2008)

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Charles Ayer
Lewiston, ME 04240 USA

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EDUCATION	Southern New Hampshire University Master of Business Administration	9/2003 - 1/2006
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	University of Maine Augusta Bachelor of Arts in Liberal Studies	6/2002 - 12/2007
	3.19 Grade Point Average -

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SUMMARY	Six years of investment-related operational experience, 3 as a supervisor and manager Key contributor in 2007 in a client implementation that brought the firm exposure to $12 billion in advisable assets. This Fortune 50 client requested me by name due to a prior successful experience. Master of Business Administration degree. Six Sigma Green Belt. FINRA Series 6, 63, and 65 Strong skills in Excel, Access and all Microsoft Office applications as well as familiarity with industry software Able to relocate Seasoned corporate traveler (India, U.S.); experienced in leading offsite meetings and training

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WORK EXPERIENCE	Citistreet (A State Street and Citigroup Company) Manager, Investment Advisor Team (Operations Officer)	12/2001 - present Lewiston, ME
	Manage a team of investment advisor representatives, create monthly schedule for 27 employees Produce quarterly Vendor Due Diligence reports for distribution to plan sponsors Create investment education materials for plan sponsors and advisor team Maintain error-free environment: zero operational financial errors for team in 2007 Interview job candidates, make hiring recommendations Conduct product training, employee coaching and development including annual review -
	Office of Dr. Richard Southiere Doctor's Office Management (Associate_	7/1997 - 12/2001 Augusta, ME
	Manage a medical office and staff, reporting directly to the doctor Oversee medical billing, code procedures for payment Take lead role in spearheading marketing, public relations and charity fundraising campaigns -

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CERTIFICATIONS	Chartered Retirement Planning Counselor, College for Financial Planning, Greenwood Village, Colorado Chartered Mutual Fund Counselor, College for Financial Planning, Greenwood Village, Colorado Certified Financial Planner Professional Education Program, College for Financial Planning, Colorado, in progress Six Sigma Green Belt

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