Collin Payton
Wesley Chapel,FL
Summary
Financial services professional with four years of experience in financial operations ensuring data accuracy, servicing managed accounts, and maintaining high operational standards in a fast paced multi-team environment. Known for strong analytical skills, cross-department collaboration, and delivering precise reliable results for both internal teams and clients. Driven to utilize my existing expertise and expand my skills for my development professionally and the growth of the firm.
Overview
4
4
years of professional experience
Work History
Managed Customer Accounts - Cash Operations
Raymond James
11.2021 - Current
- Process and validate daily account data for managed investment portfolios, ensuring accuracy and compliance across internal and external systems.
- Operate various reports highlighting account activity, cash and security transactions, and reconciliation issues.
- Coordinate with financial branches and internal departments to ensure timely processing, resolve escalations, and support client goals.
- Train new and current coworkers on operational processes, preparing and analyzing financial reports, and workflow best practices.
Education
Bachelor of Science - Business Economics
Florida State University
Tallahassee, FL08-2021
Skills
- Data analysis and organization
- Interdepartmental coordination
- Financial operations and systems
- Flexible and adaptable
- Strong under pressure
- Time management
Timeline
Managed Customer Accounts - Cash Operations
Raymond James
11.2021 - Current
Bachelor of Science - Business Economics
Florida State University