Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Matthew Wedin

Robbinsdale,MN

Summary

.Hard working young member of the securities industry looking to enhance my career. Seeking a job where I can continue to learn and can grow my skills in the securities industry. By using experience in Custody Operations processing and settling trades, sending and receiving wires, and creating and maintaining business relationships I think I can be a great addition to a team and help a company grow

Overview

6
6
years of professional experience
1
1
Certification

Work History

Custody Operations Analyst

U.S. Bank
08.2024 - Current

Monitored incoming and outgoing foreign payments for receipt or delivery to settle FX trades

Sent and Received USD wires accurately and in a timely manner to settle FX trades

Collaborated with other custodian banks to solve a variety of FX issues

Used many research methods to solve foreign currency and USD reconciliation problems

Trained new members of the team on a variety of different task

Lead testing efforts for the team on a large company wide innovation project

Securities Specalist

U.S. Bank
06.2022 - 08.2024

Used understanding of accounting and other financial principles which directly affect Wealth Management & Securities Services business lines and clients

Responsible for operational support and processing for various types of securities, bonds, mutual funds, and other investment types

Collaborated with other custodian banks to solve a variety of securities issues

Ensured requests are completed timely, accurately and in compliance with standard policies and market deadlines

Used many different research methods to solve security reconciliation problems


Bartender

Eagles Club 622
05.2019 - 08.2021

Performed opening and closing duties, printing sales reports, setting up for incoming shifts, preparing cash drawers and taking inventory.

Developed relationships with customers

Worked with co-workers to maintain efficiency during busy times and during large events.

Education

MBA - Finance

University of Minnesota Duluth
Duluth, MN
05-2022

Skills

    Communication

    Teamwork

    Experienced with Microsoft Officetools

    Knowledgeable in Financial Models

    Customer Service

    Quick Learner

Certification

Securities Industry Essentials (SIE) - Passed April 2, 2024

Series 7/Series 66 - currently studying

Timeline

Custody Operations Analyst

U.S. Bank
08.2024 - Current

Securities Specalist

U.S. Bank
06.2022 - 08.2024

Bartender

Eagles Club 622
05.2019 - 08.2021

MBA - Finance

University of Minnesota Duluth
Matthew Wedin