Adam Teplick, CFA

ALM Analyst at Bank-Fund Staff Federal Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
Ellicott City, Maryland, United States, US

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Credentials

  • Chartered Financial Analyst (CFA) Charterholder
    CFA Institute
    Nov, 2018
    - Sep, 2024

Experience

  • Bank-Fund Staff Federal Credit Union
    • United States
    • Financial Services
    • 100 - 200 Employee
    • ALM Analyst
      • Aug 2021 - Present

    • Business Analyst
      • Jan 2019 - Aug 2021

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Reverse Engineering Consultant
      • Feb 2017 - Jan 2019

       Analyze, maintain and develop financial models to calculate accurate payments on mortgage-backed securities. Experience with complex mortgage-backed security structures.

    • Operations Accountant/Securities Admin Services Analyst
      • May 2014 - Feb 2017

       On boarded and analyzed mortgage-backed securities for tax reporting purposes. Prepared settlement date balance sheets and calculated collateral coupon, present value and yield using Excel. Analyzed cash flow discrepancies, including changes in original issue discount, to ensure accurate projections. Analyzed Real Estate Mortgage Investment Conduit income statements to ensure accurate income reporting. Customized multiple-sheet cash reconciliation spreadsheets to calculate bond payments. Conducted quality assurance reviews of cash reconciliation spreadsheets that led to improved accuracy of income reporting on more than 40 deals. Show less

  • 2U
    • Germany
    • Advertising Services
    • 1 - 100 Employee
    • Student Support Advisor
      • Aug 2010 - Apr 2014

    • Admissions Counselor
      • Apr 2010 - Aug 2010

  • Strayer University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Admissions Officer
      • Apr 2009 - Apr 2010

       

  • Citi Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Branch Manager Trainee
      • Jun 2007 - Jan 2009
  • O'Currance Teleservices, Inc.
    • United States
    • Telecommunications
    • 1 - 100 Employee
    • Sales Representative
      • Oct 2005 - May 2007
  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative
      • Sep 1999 - May 2005

       Obtained Series 7 and Series 63 licenses.  Traded mutual funds, stocks, options, and bonds.  Calculated cost basis and margin availability for customers.  Top 10% in 3 companywide sales lead generation competitions.  Obtained Series 7 and Series 63 licenses.  Traded mutual funds, stocks, options, and bonds.  Calculated cost basis and margin availability for customers.  Top 10% in 3 companywide sales lead generation competitions.

  • Intermountain Health Care Courier Service
    • Supervisor
      • Mar 1997 - Sep 1999

       Managed a 15-employee team.  Managed a fleet of 15 vehicles.  Helped provide courier service to 30 clinics.  Maintained billing database.  Managed a 15-employee team.  Managed a fleet of 15 vehicles.  Helped provide courier service to 30 clinics.  Maintained billing database.

Education

  • University of Utah
    Bachelor's degree, Finance

Community

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