Liam Callahan
Gilbertsville,PA
Summary
Dynamic Corporate Actions Third Level Analyst with a proven track record at SEI's Private Trust Company, specializing in global offers and quality control. Excelled in trade settlement and operations, showcasing resilience and critical thinking. Mastered Excel and effective communication, significantly enhancing client relations and operational efficiency. Demonstrated exceptional problem-solving and teamwork skills, driving success in fast-paced environments. Quick learner with knowledge of various bank processing procedures from years of providing service interacting with clients directly to provide support for any issues that arise. Driven to give myself a new challenge in my career and have a more fulfilling experience in finance.
Overview
6
6
years of professional experience
Work History
Corporate Actions Analyst III
Sei Investments Co
Oaks, PA
06.2022 - Current
- Process and solicit global offers within BNY Mellon to various clients including Truist and PFG
- Liaison for Truist clients to directly provide support for any issues they experience
- Served as quality control to ensure responses entered by analysts were being entered correctly and confirming directly with various managers via email
- Utilized people skills to provide a high level of customer service
- Paying out various events after expiration such as optional dividends paying in stock as well as exchange offers
Trade Settlement Analyst II
SEI Technology and Investment Solutions
Oaks, PA
06.2022 - Current
- Utilized the Trust3000 platform to service various clients and perform all settlement responsibilities.
- Served as the primary contact for Truist Bank, providing excellent customer service, with specific recognition directly from their Executive Vice President of Trading.
- Performed Analyst III-level work as an Analyst I, and helped to create not only stability in Truist, but also the Trade Settlement team as a whole, helping to provide depth throughout different areas of the team that needed it.
- I learned macro integration and coding in my spare time for various processes to streamline our procedures and boost efficiency in any way possible.
- Developed procedural updates to various processes to streamline efficiency for the team now and moving forward
Operations Intern
Proconex
Royersford, PA
06.2019 - 12.2020
- Developed and strengthened Microsoft office skills, specifically Excel
- Served as a data entry specialist for Proconex as part of their summer internship program which helped develop professional skills to drive us toward successful futures
Education
Bachelor's - Business Management
Moravian University
Bethlehem, PA05.2022
Skills
- Problem Solving
- Data analysis
- Excel
- Customer Service Experience
- Critical Thinking
- Great Communicator
- Teamwork
- Attention to Detail
- Decisive
- Resilient
Accomplishments
- Eagle Scout award
Affiliations
- Brother at Sigma Phi Epsilon Fraternity at Moravian University
References
References available upon request.
Timeline
Corporate Actions Analyst III
Sei Investments Co
06.2022 - Current
Trade Settlement Analyst II
SEI Technology and Investment Solutions
06.2022 - Current
Operations Intern
Proconex
06.2019 - 12.2020
Bachelor's - Business Management
Moravian University
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