Experience

Brook Street Investments

• Branch Manager



Brook Street Investments

• Staffing and Recruiting
• 1 - 100 Employee

• Branch Manager

  • Jan 2002 - Present

  Responsible for running a successful agency for the last 8 years. To produce and execute a strategy for planned branch growth and identify potential business opportunities through local research and monitoring competitor activity. Develop and maintain business relationships and maximise new business opportunities. Ensure sufficient marketing and branch activity to meet potential demands.Responsible for a team of consultants, maintaining a positive team on a day to day basis. Manager the performance for each branch consultant, conducting regular performance reviews and taking action when appropriate. The Branch is always in the TOP 3 of the Company for permanent revenue and in 2009 achieved an overall position of 20 ,out of over 100+ branches, including temporary revenue. In my time here at Brook Street I have been nominated for Branch of the Year, Branch Manager of the year twice and the Business Development Award. I consistantly deliver results and have converted a number of blue chip Companies to National Account status. Show less



Merchant Securities

• Settlements Manager

  • Jan 1994 - Nov 2001

  Supervising and training all dealers and Back Office employees. Managing the day to day input of all trades and dividend/corporate actions to client accounts. Calculating client commission and brokerage of all trades put through the brokers. Agreeing the cash settlement requirements with all brokers. Delivering stock to the market and updating custodial lists. Managing broker relationships. Managing daily, weekly and monthly stock reconciliations. processing portfolio valuations for the client base to be mailed on a monthly basis. Checking all contract notes issued to clients prior to being sent. Checking and signing off monthly broker cash reconciliations. Updating the corporate actions and dividends due list. Preparing spreadsheet for dividend postions. Liaising with counterparties regarding dividends and benefits due. Advising clients of stock situations, both over the telephone and by letter. Collating client responses regarding corporate actions and responding to any queries. Inputting and posting the daily trade sheets to the system. Producing and printing daily reports. Checking broker confirmation with trades. Reconciling broker cash on a monthly basis and resolving any queries. Printing client contract notes. Running various as-hoc printouts from the system. Reconciling various bank accounts, on and offshore on a daily and weekly basis and resolving any queries. calculating; the daily company commission. Analysing the client ledger and producing a financing list. Currency dealing. Executing CHAPS, BACS and SWIFT payment via Show less