Charles Todd
Orlando,FL
Summary
Highly-motivated Senior Analyst with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
Work History
Senior Analyst - Markets Onboarding
Bank Of New York Mellon Corp
Orlando, FL
12.2019 - Current
- Opened and maintained thousands of accounts for multiple lines of business
- Supported multiple products including Collateral Administration, Liquidity, and Margin Services
- Created and implemented standard procedures for multiple products.
- Provided reports and metrics to management
- Worked with Relationship Managers to ensure a timely turnaround and client satisfaction
- Organized and ran daily meetings to review priorities and tasks
- Provided recommendations for improving existing processes to enhance efficiency and profitability
- Identified areas where additional training was needed among staff members to improve operational effectiveness
Personal Banker
Truist Bank
Plant City, FL
08.2019 - 02.2020
- Opened, managed, and optimized clients bank accounts
- Pursued leads and prospect clients to expand services
- Referred clients to Financial Specialists
- Performed administrative duties
- Resolved issues involving customers' accounts
Accounting Administrator
Goldentree Asset Management
New York, NY
09.2018 - 04.2019
- Oversaw all wire transfers for a hedge fund in New York City
- Gathered approval from executive officers on all transactions
- Managed a wire database including SWIFT messages and manual transactions
- Created quarterly and yearly reports including; Fair value tie-outs, account profit and loss, and Federal tax forms for all accounts
- Prepared bank deposits and verified cash receipts
Intern
Drexel Hamilton
New York, NY
05.2017 - 08.2017
- Planned and executed conference for industry specific investors
- Observed professionals in trading operations; assisted as needed
- Prepared company pitch book for new clients
- Conducted research on phone carriers; information was published and made public by Drexel Hamilton
- Assisted with event planning, support and execution of virtual and in-person engagements
Education
Bachelor of Science - Finance
Mount Saint Mary College
Newburgh, NY05-2018
Skills
- Risk Management
- Due Diligence
- Problem Solving
- Time Management
- Proficient in Microsoft Office
- Account Management
- Workflow Analysis
- Report Preparation
- Account Reconciliation
- Policy Improvements
Timeline
Senior Analyst - Markets Onboarding
Bank Of New York Mellon Corp
12.2019 - Current
Personal Banker
Truist Bank
08.2019 - 02.2020
Accounting Administrator
Goldentree Asset Management
09.2018 - 04.2019
Intern
Drexel Hamilton
05.2017 - 08.2017
Bachelor of Science - Finance
Mount Saint Mary College
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