Summary
Overview
Work History
Education
Skills
Timeline
Generic

Latonda Caldwell

Charlotte,NC

Summary

Senior Investment Securities Analyst and outstanding performer in Data Management and Securities within Banking & Investment Industry. Proven success in leadership, operational excellence and organizational development with keen understanding of elements of Securities business. Recognized for inspiring management team members to excel and encouraging creative work environments.

Overview

29
29
years of professional experience

Work History

Investment Securities Data Management Officer

Bank Of America
Charlotte, NC
05.1999 - Current
  • Managed trades using quantitative and technological techniques.
  • Increased customer satisfaction and repeat business through relentless pursuit of resolutions to problems arising from [Product or service], protecting company reputation and loyal client base.
  • Followed quality standards and procedures to minimize errors and maximize customer satisfaction.
  • Collaborated with team to define business requirements for organizational processes, achieve productivity standards and adhere to accuracy standards.
  • Identified and resolved process issues to encourage smoother procedures, more efficient workflow and overall business growth.
  • Adhered to established policies, procedures and compliance for satisfactory audit rating.
  • Updated quality control standards, methods and procedures to meet compliance requirements.

Statement Rendering Specialist

Bank Of America
Charlotte, NC
09.1996 - 05.1999
  • Adhered to established policies, procedures and compliance for satisfactory audit rating.
  • Increased customer satisfaction and repeat business through relentless pursuit of resolutions to problems arising from [Product or service], protecting company reputation and loyal client base.
  • Inspected inbound and outbound products for compliance with established industry standards, company policies and procedures.

Education

Bachelor of Science - Accounting And Business Management

Strayer University
Charlotte, NC

Associate of Science - Accounting And Finance

Brookstone College of Business - Charlotte
Charlotte, NC

Skills

  • Data Management
  • Accounting
  • Speaking
  • Investment Management
  • Bloomberg Terminal
  • Quality assurance
  • Team building
  • Documentation
  • MS Office
  • Project management
  • Data entry

Timeline

Investment Securities Data Management Officer

Bank Of America
05.1999 - Current

Statement Rendering Specialist

Bank Of America
09.1996 - 05.1999

Bachelor of Science - Accounting And Business Management

Strayer University

Associate of Science - Accounting And Finance

Brookstone College of Business - Charlotte
Latonda Caldwell