Richard C. Liley II
Experience
January 2014 to Present Stay-at-home Dad / House Manager
• Promote healthy living for my family by preparing all meals with whole foods and teaching my kids along the way
• Managed blog and social media pages myself and keep consistent with posts
• Taking the role of father seriously and always showing up for my kids, just as I do in the workforce
June 2012 to January2014 Fidelity Investments- Implementation Analyst II
• Coordinate the transfer of assets between custodians
• Supply money managers certified lists that they rely on for trading
• Provide subject matter expertise across multiple systems- Invest One, GPWS, FIRS, IKAS, MFAS, and FPRS
• Communicate with Account Reps and Portfolio Managers on event expectations
• Work with internal business groups to facilitate specific timing and processes needed for new fund start-ups and terminations
Feb. 2011 to June 2012Fidelity Investments- Lead Fund Accountant
• Set up new funds across all Accounting Groups
• Act as liaison for internal and external clients during time sensitive events
• Provide vital systems information to project management
• Ensure ad hoc requests are answered accurately and in a timely manner
April 2008 to Feb. 2011Fidelity Investments- Senior Fund Accountant
• Responsible for new fund setups, terminating old funds, in-kind contributions and withdrawals
• Ensure accurate funding and proper delivery of assets
• Coordinate meetings with business partners
• Trained new analysts and managers
May 2007 to April 2008Whole Foods Market- Grocery Team Member
Arlington, TX
• Provided outstanding customer service through product knowledge and personal experience
• Processed special order requests for individual customers
May 2004 to April 2005First American Bank- Teller
Moore, OK
• Provided excellent customer service
• Completed customer transactions
Education
May 2007University of Oklahoma
• Bachelor of Business Administration- Finance
Computer Skills
• Microsoft Office- Word, PowerPoint, Outlook
• Microsoft Excel- Detailed understanding, daily usage
• Microsoft Access
• Microsoft Visual Basic
