Bradley Fleishman

- Specialized in processing hundreds of cases a week on various types of accounts including Trusts, IRA's, and Organization accounts and addressing any items not in good order

- Served as a Subject Matter Expert on audit related matters including assisting other peers and leading presentations on the topic

-Assisted Registered Investment Advisors with any complex situations and/or regulatory matters while also providing information on technology systems in order to increase efficiency

- Handled cashiering functions including journals, write offs, and ACH transfers

- Assisted clients with the maintenance of their accounts such as IRA's, Individual Brokerage Accounts, and Cash Accounts

- Performed Cash Handling Transactions on behalf of client's accounts

- Entered service requests to back office to correct any deficiencies

- Updated mailing addresses and sent documents such as 1099-R forms and quarterly statements