Experience

Access Staffing

• United States
• Staffing and Recruiting
• 100 - 200 Employee

• Screener

  • Jun 2007 - Oct 2017

  Consulting at 32BJ SEIU LEGAL FUND. Responsible for answering overflow members calls. Create an excel spreadsheet and input all members information in order for the Supervisor to assign cases accordingly. Consulting at 32BJ SEIU LEGAL FUND. Responsible for answering overflow members calls. Create an excel spreadsheet and input all members information in order for the Supervisor to assign cases accordingly.



HOWARD FOREMAN CLERK OF COURTS

• FORT LAUDERDALE , FL

• COURT SPECIALIST

  • Oct 2011 - Apr 2017

  Responsible for supporting the judiciary, members of the bar, federal, state and county agencies, and assist the general public . • Set up defendants trials, hearings and arraignment dates . • E-mail the daily docket report to the appropriate Judge division and to the Broward main Jail. Responsible for supporting the judiciary, members of the bar, federal, state and county agencies, and assist the general public . • Set up defendants trials, hearings and arraignment dates . • E-mail the daily docket report to the appropriate Judge division and to the Broward main Jail.



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Senior Trade Support Specialist at Credit Suisse

  • Jun 2009 - May 2011



CREDIT SUISSE ASSET MANAGEMENT

• Senior Trade Support Specialist

  • Jun 2009 - May 2011

  Responsible for the settlement processing of various products including, Fixed Income, Domestic/International Equities, Forward Contracts and Spot FXs. Validate Futures variation margin balances and instruct on related money movements across various accounts. Instruct custodian banks to receive or remit payments for Bank Loans. Liaise between various brokers, custodian banks and prime brokers to troubleshoot any trade instructions, cash movements, confirmation, settlement and ADHOC… Show more Responsible for the settlement processing of various products including, Fixed Income, Domestic/International Equities, Forward Contracts and Spot FXs. Validate Futures variation margin balances and instruct on related money movements across various accounts. Instruct custodian banks to receive or remit payments for Bank Loans. Liaise between various brokers, custodian banks and prime brokers to troubleshoot any trade instructions, cash movements, confirmation, settlement and ADHOC issues. Monitor various system processes and resolve any exceptions on SWIFT messaging, OFAC checking, CTM international allocation/confirm, OASYS trade allocations, DTC ID confirms, MISYS FX/FWD confirms. New Account setup and maintenance. Maintain all necessary data on the system platform to comply with SWIFT formatting for Straight through processing (STP), automated confirm matching and allocations including, Broker Standing Settlement Instructions (SSIs) and Account/Custodian SSIs on ALERT. Heavy involvement in system migration projects to convert 5 business units from the proprietary portfolio management/accounting system to the CRD/Geneva platform. These projects included collecting detailed requirements for post trade processing and test coordination for SWIFT, CTM and Trade Suite implementations. Investigate and resolve reconciliation breaks. Show less Responsible for the settlement processing of various products including, Fixed Income, Domestic/International Equities, Forward Contracts and Spot FXs. Validate Futures variation margin balances and instruct on related money movements across various accounts. Instruct custodian banks to receive or remit payments for Bank Loans. Liaise between various brokers, custodian banks and prime brokers to troubleshoot any trade instructions, cash movements, confirmation, settlement and ADHOC… Show more Responsible for the settlement processing of various products including, Fixed Income, Domestic/International Equities, Forward Contracts and Spot FXs. Validate Futures variation margin balances and instruct on related money movements across various accounts. Instruct custodian banks to receive or remit payments for Bank Loans. Liaise between various brokers, custodian banks and prime brokers to troubleshoot any trade instructions, cash movements, confirmation, settlement and ADHOC issues. Monitor various system processes and resolve any exceptions on SWIFT messaging, OFAC checking, CTM international allocation/confirm, OASYS trade allocations, DTC ID confirms, MISYS FX/FWD confirms. New Account setup and maintenance. Maintain all necessary data on the system platform to comply with SWIFT formatting for Straight through processing (STP), automated confirm matching and allocations including, Broker Standing Settlement Instructions (SSIs) and Account/Custodian SSIs on ALERT. Heavy involvement in system migration projects to convert 5 business units from the proprietary portfolio management/accounting system to the CRD/Geneva platform. These projects included collecting detailed requirements for post trade processing and test coordination for SWIFT, CTM and Trade Suite implementations. Investigate and resolve reconciliation breaks. Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Project Management

  • May 2008 - May 2009

  Senior Trade Support Specialist • Responsible for the settlement processing of various products including, Fixed Income, Domestic/International Equities, Forward Contracts and Spot FXs. • Validate Futures variation margin balances and instruct on related money movements across various accounts. • Instruct custodian banks to receive or remit payments for Bank Loans. • Liaise between various brokers, custodian banks and prime brokers to… Show more Senior Trade Support Specialist • Responsible for the settlement processing of various products including, Fixed Income, Domestic/International Equities, Forward Contracts and Spot FXs. • Validate Futures variation margin balances and instruct on related money movements across various accounts. • Instruct custodian banks to receive or remit payments for Bank Loans. • Liaise between various brokers, custodian banks and prime brokers to troubleshoot any trade instructions, cash movements, confirmation, settlement and ADHOC issues. • Monitor various system processes and resolve any exceptions on SWIFT messaging, OFAC checking, CTM international allocation/confirm, OASYS trade allocations, DTC ID confirms, MISYS FX/FWD confirms. • New Account setup and maintenance. Maintain all necessary data on the system platform to comply with SWIFT formatting for Straight through processing (STP), automated confirm matching and allocations including, Broker Standing Settlement Instructions (SSIs) and Account/Custodian SSIs on ALERT. • Heavy involvement in system migration projects to convert 5 business units from the proprietary portfolio management/accounting system to the CRD/Geneva platform. These projects included collecting detailed requirements for post trade processing and test coordination for SWIFT, CTM and Trade Suite implementations. • Investigate and resolve reconciliation breaks.

• Project Management

  • May 2008 - May 2009

  Change Management Team System implementation projects. Worked with the Business Analyst Team to develop a link between Bloomberg (Trading System) and Eagle (Accounting System) to eliminate duel entry. Assisted in implementing SWIFT messaging within the Eagle System. Identified and input all necessary SWIFT data points in the Eagle System. Organized detailed testing which included creating test cases, coordinating and entering test trades and following up on test… Show more Change Management Team System implementation projects. Worked with the Business Analyst Team to develop a link between Bloomberg (Trading System) and Eagle (Accounting System) to eliminate duel entry. Assisted in implementing SWIFT messaging within the Eagle System. Identified and input all necessary SWIFT data points in the Eagle System. Organized detailed testing which included creating test cases, coordinating and entering test trades and following up on test results. Assisted in automating the FX trade execution and instruction process by implementing the FXALL system. Organized detailed test plans and worked closely with the vender to carry out comprehensive testing from trade orders through SWIFT message instructions. Trained end users on the FXALL system.



CREDIT SUISSE ASSET MANAGEMENT

• Assistant Vice President

  • Jan 1994 - Jan 2007

  Actively supervised the Trade Support team, which consisted of 10 employees, for processing Domestic/International Equities, Fixed Income, Short Term Money Markets, TBA/Pools and Derivative products (Futures, Options and Swaps). Worked directly with my manager and the IT team to create a Swift platform to automate the trade instruction process. Prepared month end Key Risk Indicator (KRI) data reports for the Risk Committee, Compliance, Head of Operations, and Trading desks. Assisted… Show more Actively supervised the Trade Support team, which consisted of 10 employees, for processing Domestic/International Equities, Fixed Income, Short Term Money Markets, TBA/Pools and Derivative products (Futures, Options and Swaps). Worked directly with my manager and the IT team to create a Swift platform to automate the trade instruction process. Prepared month end Key Risk Indicator (KRI) data reports for the Risk Committee, Compliance, Head of Operations, and Trading desks. Assisted regional CSAM offices, (Sydney, Tokyo and London) on settlement procedural and technology issues. Attended ISITC/IOA conferences on current and developing street standards for SWIFT/BRAID and other automated systems. Show less Actively supervised the Trade Support team, which consisted of 10 employees, for processing Domestic/International Equities, Fixed Income, Short Term Money Markets, TBA/Pools and Derivative products (Futures, Options and Swaps). Worked directly with my manager and the IT team to create a Swift platform to automate the trade instruction process. Prepared month end Key Risk Indicator (KRI) data reports for the Risk Committee, Compliance, Head of Operations, and Trading desks. Assisted… Show more Actively supervised the Trade Support team, which consisted of 10 employees, for processing Domestic/International Equities, Fixed Income, Short Term Money Markets, TBA/Pools and Derivative products (Futures, Options and Swaps). Worked directly with my manager and the IT team to create a Swift platform to automate the trade instruction process. Prepared month end Key Risk Indicator (KRI) data reports for the Risk Committee, Compliance, Head of Operations, and Trading desks. Assisted regional CSAM offices, (Sydney, Tokyo and London) on settlement procedural and technology issues. Attended ISITC/IOA conferences on current and developing street standards for SWIFT/BRAID and other automated systems. Show less



credit suisse asset manangement

• NEW YORK, NY

• A.V.P Trade Support

  • 1994 - 2007

  Actively supervised the Trade Support team, which consisted of 10 employees, for processing Domestic/International Equities, Fixed Income, Short Term Money Markets, TBA/Pools and Derivative products (Futures, Options and Swaps). • Worked directly with my manager and the IT team to create a Swift platform to automate the trade instruction process. • Prepared month end Key Risk Indicator (KRI) data reports for the Risk Committee, Compliance, Head of Operations, and Trading… Show more Actively supervised the Trade Support team, which consisted of 10 employees, for processing Domestic/International Equities, Fixed Income, Short Term Money Markets, TBA/Pools and Derivative products (Futures, Options and Swaps). • Worked directly with my manager and the IT team to create a Swift platform to automate the trade instruction process. • Prepared month end Key Risk Indicator (KRI) data reports for the Risk Committee, Compliance, Head of Operations, and Trading desks. • Assisted regional CSAM offices, (Sydney, Tokyo and London) on settlement procedural and technology issues. • Attended ISITC/IOA conferences on current and developing street standards for SWIFT/BRAID and other automated systems. Show less Actively supervised the Trade Support team, which consisted of 10 employees, for processing Domestic/International Equities, Fixed Income, Short Term Money Markets, TBA/Pools and Derivative products (Futures, Options and Swaps). • Worked directly with my manager and the IT team to create a Swift platform to automate the trade instruction process. • Prepared month end Key Risk Indicator (KRI) data reports for the Risk Committee, Compliance, Head of Operations, and Trading… Show more Actively supervised the Trade Support team, which consisted of 10 employees, for processing Domestic/International Equities, Fixed Income, Short Term Money Markets, TBA/Pools and Derivative products (Futures, Options and Swaps). • Worked directly with my manager and the IT team to create a Swift platform to automate the trade instruction process. • Prepared month end Key Risk Indicator (KRI) data reports for the Risk Committee, Compliance, Head of Operations, and Trading desks. • Assisted regional CSAM offices, (Sydney, Tokyo and London) on settlement procedural and technology issues. • Attended ISITC/IOA conferences on current and developing street standards for SWIFT/BRAID and other automated systems. Show less



MABON SECURITIES CORP

• SETTLEMENT SPECIALIST

  • Jan 1986 - Jan 1994

  Foreign Settlements Supervisor in the International and Banking Department for settlements functions. Bought and sold foreign currencies on a daily basis and handled equity settlements for all international trades. Managed daily settlements for wires and Euroclear multiple currencies (including tracing of borrows and returns) pending trades, verified CNS deliveries. Used daily DTC and SDFS (vt220) systems including sending and testing telexes. Conducted reconciliation for banks… Show more Foreign Settlements Supervisor in the International and Banking Department for settlements functions. Bought and sold foreign currencies on a daily basis and handled equity settlements for all international trades. Managed daily settlements for wires and Euroclear multiple currencies (including tracing of borrows and returns) pending trades, verified CNS deliveries. Used daily DTC and SDFS (vt220) systems including sending and testing telexes. Conducted reconciliation for banks, loans and stocks, as well as document pledges and releases of bank loans. Performed balance credit and debits, withdrawals and transfers, verified collateral from various institutions, reconcile/close accounts. Show less Foreign Settlements Supervisor in the International and Banking Department for settlements functions. Bought and sold foreign currencies on a daily basis and handled equity settlements for all international trades. Managed daily settlements for wires and Euroclear multiple currencies (including tracing of borrows and returns) pending trades, verified CNS deliveries. Used daily DTC and SDFS (vt220) systems including sending and testing telexes. Conducted reconciliation for banks… Show more Foreign Settlements Supervisor in the International and Banking Department for settlements functions. Bought and sold foreign currencies on a daily basis and handled equity settlements for all international trades. Managed daily settlements for wires and Euroclear multiple currencies (including tracing of borrows and returns) pending trades, verified CNS deliveries. Used daily DTC and SDFS (vt220) systems including sending and testing telexes. Conducted reconciliation for banks, loans and stocks, as well as document pledges and releases of bank loans. Performed balance credit and debits, withdrawals and transfers, verified collateral from various institutions, reconcile/close accounts. Show less



Security Pacific

• Real Estate
• 1 - 100 Employee

• DATA ENTRY

  • Jan 1980 - Jan 1986

  Create cusip and enter all trades executed by trader in the company system Create cusip and enter all trades executed by trader in the company system