Experienced Financial Professional
  • Beverly
  • March 27, 2019

Azunnah C. Amutah, MBA

  • An exciting new position in an executive capacity where my leadership and management skills can be exercised to improve the firm's expansion and long-term viability as a successful business, all while utilizing my interpersonal and organizational efficiency qualities.
  • Knowledge and proficiency with Microsoft Office Suite (Word, Power Point, Excel, Publisher, Access)
  • Typing 60 WPM.

Semi-fluent and working knowledge of Igbo. Related Skills and Qualifications

  • Ambitious, results-oriented, outstanding verbal and written communication, experience working and interacting with all types of individuals in a corporate environment, under minimal supervision.
Education Bachelor’s of Science – Business Administration                                                    Lawrenceville,  NJ

Rider University

2001 - 2005

Master’s in Business Administration – Concentration in Project Management          Willingboro, NJ

Strayer University

2011 – 2012, 3.92 GPA/4.0 scale


Inducted into exclusive Alpha Chi National College Honor Society D.C. Gamma Chapter August 2012

Inducted into exclusive Golden Key International Honor Society in January 2013 Relevant Work

Experience Albridge an affiliate of Pershing, LLC Pennington, NJ                                  Hopewell, NJ

Senior Analyst

Albridge Finance Group

January 2016 – Current

· Communicated with supervisor and sales group to identify trends in growth and advisor adoption

· Performed monthly and quarterly accounts receivable reports.

· Timely and accurately updated cash operations procedures, along with cash reconciliations.

· Created a strong sales, service, and operation culture, fostering an environment where all

Associates and employees can achieve goals.

· Resolved client complaints/issues promptly and effectively.

· Reconcile discrepancies between accounts receivable general ledger account and accounts

Receivable trial balance account.

· Create daily and weekly cash reports for accounting management.

· Supervise invoice processing purchase orders expense reports credit memos and payment


· Balanced batch summary reports for verification and approval.

· Coded and processed customer invoice payments.

· Verified details of transactions including funds received and total account balances.

· Conducted month-end balance sheet reviews and reconciled any variances.


Albridge an affiliate of Pershing, LLC                                                            Princeton, NJ

Client Relationship Analyst

Client Services Group

November 2014 – January 2016

  • Provide support to Financial Advisors of various Broker Dealer or Investment Advisory firms with respect to client investment data within Albridge’s wealth reporting platform.
  • Coordinate account and issue resolution with over 150 Mutual Fund, Variable Annuity product companies as well as Data Providers and Custodians

Bank of America, N.A.                                                                                     Hopewell, NJ

Officer/Sr. Trust Administrator/Global Wealth Management Operations Analyst

Global Wealth and Investment Management Group

June 2006– November 2014

  • Team building through recognition.
  • Act in concert with management and Product Managers, to resolve client issues. Assist Trust Administrators in researching client inquiries that may need to be referred to Product, ensuring pertinent information is gathered prior to submitting to Product.
  • Work with Trust Administrators on complex issues prior to being submitted or presented to Associate Trust Officer and Trust Officers(i.e. audit issues, queries) requests and ensure completion.
  • Provide and promote ongoing training, ensure consistency across team.
  • Conduct regular reviews of procedures and update as necessary.  Enlist the participation of all Trust Administrator’s in the procedure review. Through training, ensure  that TA’s are aware of and in compliance with all procedures
  • Provide comments regarding Trust Administrators strengths and areas for improvement.
  • Assist Associate Trust Officer and Trust Officers with projects and client issues as needed.
  • Conduct quarterly meetings with units in Trust Services to identify client service and productivity issues, facilitate communication across work groups and improve daily processes.


Volunteer Experience –           

Minding our Business Youth Mentoring Program, Trenton Area Soup Kitchen,  Planned Parenthood of Mercer County, Trenton Fatherhood Program, Professional


  Big Brothers Big Sisters Program                                           


Rider University Alumni Association

Member, 2005 - present

Educational Opportunity Program Alumni Association

Bank of America/Merrill Lynch Black Professional Network

American Cancer Society

Member of Run for Dad Walk Planning Committee & Board

Phi Beta Sigma Fraternity, Inc.

Member of the Lambda Lambda Sigma Graduate Chapter serving Mercer County, NJ



Edgewater Park Township Committee

Elected official in the Municipality of Edgewater Park Township, Burlington County NJ

2017 – current

Deputy Mayor – 2018 & 2019





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