Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Cameron Margheim

Summary

Solutions-driven and detail-oriented Alternative Investment Business Analyst with 20 years of experience in analytics, customer service, and operational development. Quantitative expert with exceptional speed in analysis, problem solving, and comprehensive solution management. Dynamic Dispatch Monitors and proactively adjusts service to maximize on time performance and productivity. Demonstrates effective use of scheduling software, telephone and data analysis skills to track, trend and take action to effectively manage dispatch support implementation while coaching team members toward improvement.

Overview

16
16
years of professional experience

Work History

Head Dispatcher

The Rock Auto Parts
07.2023 - 05.2024
  • Organized and coordinated dispatch training programs for new hires and refresher training programs for existing personnel to continuously promote company vision, values and culture.
  • Motivated staff to deliver high-level dispatch support while successfully meeting departmental goals.
  • Tracked and reviewed charts, graphs, schedules and other statistics to to maximize on-time performance, minimize customer wait times and service disruptions.
  • Conferred with customers to address questions, problems and requests for service or equipment to allocate dispatch coverage during peak service times and during employee shortages.

Sr. Specialist AI Custody Services

Charles Schwab & Co
01.2021 - 02.2023
  • Engaged and effectively communicated with high-net-worth clients, principals from fund/issuer, administrators, transfer agents, and third-party vendors via email and through AICS phone hotline providing full spectrum of Alternative Investment services
  • Leverage knowledge of processes, communication channels, and potential client deadlines of transactions to effectively divert focus of resources based on prioritization of business needs, queue volumes, and client requests
  • Implemented enhancements, modifications, and job aids after identifying inefficiencies that have decreased call/email volumes, misrouted internal transfers, improved client notification, and continue fostering department cross-functional support capabilities
  • Master of over 25 Alternative Investment (AI) functions across Asset Acceptance Review Process, AI Trading and AI Service teams serving as conduit of knowledge while also facilitating departmental cross-training to allow for increased support as department has seen unprecedented increases in YoY volumes for 14k clients Assets Under Management (AUM)
  • Supported department leadership in implementing new policies, procedures and controls.

Sr. Specialist (Business Analyst) AI Asset Acceptance

Charles Schwab & Co
01.2010 - 01.2021
  • Responsible for obtaining Fair Market Value for Alternative Investments, Pricing and insuring that investments meets criteria of Schwab's requirements to be held in Schwab's name
  • Implemented procedures for obtaining year end Fair Market Value process for 5498 reporting as well as task of locating values for 1099s needed for distributions
  • Implemented Annual Refresh process to ensure alternative investment falls within guidelines Schwab has set to hold asset
  • Create daily reports to illustrate Fair Market Value and Annual Review reporting
  • Analyze security prices for multiple asset tranches
  • Contributed to DST conversion for A.I
  • Pricing Annual Review and Fair Market Value
  • Security review for domestic, offshore and automated alternative investments on DTCC platform
  • Supported department leadership in implementing new policies, procedures and controls
  • Drove change through quality-oriented strategies to help operations accomplish ambitious short- and long-term goals
  • Led projects by coordinating schedules, organizing resources and delegating work to meet deliverable and timeline requirements.

Lead TD Ameritrade Trust Company

Denver
01.2008 - 01.2009
  • Responsible for trade settlement, customer transfers, in-kind distributions, and reconciliation of accounts between TDA and Depository Trust Company
  • Executed security movement of physical assets held in safekeeping
  • Provided feedback and supporting statistics to department leadership in evaluating employees' performance
  • Created manuals which were used company-wide to train employees and as reference guide
  • Appointed to participate in transition teams while converting business to TDA and Lincoln Trust Company from Fiserv
  • Developed procedures to ensure department was within standards for State of Maine audit.

Education

High School Diploma -

Highlands Ranch High School
Highlands Ranch, CO
05.1995

Skills

  • Technical Skills, Accolades and Training
  • Expert Analytical Skills
  • Effective Communication Skills both Verbal and Written
  • Microsoft Word
  • Microsoft PowerPoint
  • Microsoft Excel
  • Microsoft Access
  • Operational Oversight
  • Automated and Manual Procedures
  • Confidential Records Management
  • Client Rapport-Building
  • Route Planning
  • Effective Decision Making
  • Policy Enforcement
  • Dispatching procedures
  • Dispatch Coordination
  • Customer Relationship Management
  • Routing orders
  • Schedule Management

Accomplishments

  • Selected for Schwab Rising Leadership Program
  • Nominee and winner multiple times for the Alternative Investment Operations employee of the quarter award
  • CAIA Certification

Timeline

Head Dispatcher

The Rock Auto Parts
07.2023 - 05.2024

Sr. Specialist AI Custody Services

Charles Schwab & Co
01.2021 - 02.2023

Sr. Specialist (Business Analyst) AI Asset Acceptance

Charles Schwab & Co
01.2010 - 01.2021

Lead TD Ameritrade Trust Company

Denver
01.2008 - 01.2009

High School Diploma -

Highlands Ranch High School

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Cameron Margheim