Cory Paton
Troy,IL
Overview
22
22
years of professional experience
2
2
years of post-secondary education
Work History
Settlements Operations Associate
Stifel - Investment Bank
06.2023 - Current
- Responsible for instructing and receiving in share’s of Traded or Transferred securities in order to maintain proper holdings
- Review holding’s to make sure we’re not operating in a deficit
- Accurately processes electronic and manual exchanges
- Collaborate with other team members and management to ensure accurate and efficient completion of the daily responsibilities
- Completes regulatory and maintenance reports in order to adhere to various Compliance Rules and regulations
- Reach out to the counter party to ensure efficient and timely delivery of shares owed
- Process and issue buy-in’s
Sales Development Representative
Abstrakt Marketing Group
08.2021 - 01.2022
- Conduct research and collect data about our target markets, make B2B cold calls into companies within their clients market to identify key decision makers
- Set up meetings/appointments on behalf of our client companies
- Manage the activity of each account and adhere to the sales driven goals
- Identify Key Decision Makers C-D Level executives
Sales and Leasing
Suntrup Automotive Group
12.2001 - 08.2018
Associate Vice President
01.2026 - 1 1
- Guaranteed Rate Affinity foster relationships with both existing and potential clients, collaborating with a diverse set of professionals, and ensuring seamless transactions for every deal
- Remain up-to-date with new mortgage loan policies and national and local financial rules
- Build networks with clients and real estate agents
- Work closely with clients to inform them of and guide them through the mortgage loan options
- Interview clients and analyze their financial information (e.g
- Taxes, debts) in order to evaluate and make decisions on eligibility for obtaining a mortgage loan
- Monitor the status of loan applications and stay in contact with clients to help resolve any issues and inform them of the final decision.
Education
B.S - Cloud Computing
Western Governor University
05.2023 - Current
B.S - Economics
Washington University, Switched
01.2020 - 01.2021
Skills
Analytical Self-Motivation Time Managementundefined
Timeline
Associate Vice President
01.2026 - 1 1
Settlements Operations Associate
Stifel - Investment Bank
06.2023 - Current
B.S - Cloud Computing
Western Governor University
05.2023 - Current
Sales Development Representative
Abstrakt Marketing Group
08.2021 - 01.2022
B.S - Economics
Washington University, Switched
01.2020 - 01.2021
Sales and Leasing
Suntrup Automotive Group
12.2001 - 08.2018
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