Experience

American Stock Transfer & Trust Company, LLC
• Customer Service Representative

  • Nov 2015 - Present


United Northern Mortgage Bankers, Ltd.

• Mortgage Loan Originator

  • Oct 2011 - Apr 2012

  •Negotiated terms and rates for home mortgages, mortgage refinances and reverse mortgages. •Responsible for managing process with clients and underwriters for completing documentation requirements and loan stipulations. •Negotiated terms and rates for home mortgages, mortgage refinances and reverse mortgages. •Responsible for managing process with clients and underwriters for completing documentation requirements and loan stipulations.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Manager, Government Clearance; Corporate Actions

  • 2000 - 2011

  •Responsible for financing the Repo trading desk using Tri-party trades which included inputting, collateralizing and balancing within the AccessEdge system at the Bank of New York; assisted customers with the set up of accounts and UIDs. •Trained staff when moved from the RepoEdge system to the AccessEdge system at the Bank of NY; trained staff on the new rules from the Fed about 24-hour financing along with the daily cash needed for substitutions for trade deliveries. •Created Business Continuity Plans for emergency situations for the Government Clearance and Reorganization groups; coordinated testing for all backup systems and backup locations. •Oversaw all federal noncompetitive auctions including announcing auctions, booking trades and balancing for Bills, Bonds and Notes with the Fed and the Repo trading desk; answered all questions and explained all auctions with branch network. •Managed two supervisors for all redemptions with Depository Trust Company (book entry) and Bank of New York (physical certificates), which included balancing accounts and paying all customers. Show less



CIBC Oppenheimer

• Supervisor, Corporate Actions

  • Sep 1998 - Aug 2000

  •Responsible for all redemptions and mandatories using ADP processing system; balanced with the Depository Trust Company; managed team of four including processing annual performance reviews. •Responsible for all redemptions and mandatories using ADP processing system; balanced with the Depository Trust Company; managed team of four including processing annual performance reviews.

• Manager

  • 1990 - 1998

  (promoted to Supervisor in 1992 and Manager in 1996) (promoted to Supervisor in 1992 and Manager in 1996)