RENAE CORDWELL
Fort Wayne,IN
Summary
Possess excellent prioritization and time management skills, allowing me to excel in meeting clearly defined objectives and goals. I have a deep understanding of the significance of maintaining confidentiality and exercising discretion when dealing with sensitive information. As a collaborative professional, I am dedicated to keeping abreast of best practices to consistently deliver top-notch outcomes. My unwavering commitment to attention to detail is evident in my successful track record of conducting thorough risk assessments.
Overview
3
3
years of professional experience
Work History
Investment Operations SME - Reconciliation
Credent Wealth Managment
06.2023 - Current
- Used statistical methods and software tools to analyze data and identify trends, patterns and insights
- Conduct comprehensive risk assessments to identify potential compliance risks and develop mitigation strategies
- Conducted internal audits and compliance reviews to ensure adherence to company policies and regulatory standards
- Cross checked data across multiple custodians to maintain an accurate and precise data hub with in the organization
- Support the compliance team in maintaining records and preparing compliance records
Investment Operations Analyst
Credent Wealth Management
01.2022 - Current
- Produced, updated, and investigated issues from weekly established audits focused on account level model tolerance adjustments, investment restrictions, and cash positions
- Established and continuously improve more than 70% of audits through a well-defined documentation system that reduced errors and created accuracy firm-wide.
- Maintain primary responsibility for the firm's billing process, which includes the execution, analysis and reporting of weekly/monthly billing audits as well as the actual billing process through the Orion Software.
- Audit and execute trades daily across the firm's multi-custodial platform through direct processing and/or manual uploads
- Remain knowledgeable in the policies and regulations of the regulatory bodies to ensure compliance with all work activities
Associate Banker
J.P Morgan Chase
08.2021 - 12.2021
- Provided exceptional customer experience by fostering long-lasting, meaningful relationships.
- Ensured financial transactions were completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements.
- Supported customers with traditional banking needs and complex service transactions.
Education
BBA - Finance And Communications
Baruch College – Zicklin School of Business
Manhattan, NYSkills
- Cross-functional collaboration
- Proficient in Excel- Advanced
- Analytical and Critical Thinking
- Data Analysis and Reporting
- Quantitative Research
- Internal Audits
Timeline
Investment Operations SME - Reconciliation
Credent Wealth Managment
06.2023 - Current
Investment Operations Analyst
Credent Wealth Management
01.2022 - Current
Associate Banker
J.P Morgan Chase
08.2021 - 12.2021
BBA - Finance And Communications
Baruch College – Zicklin School of Business
Similar Profiles
Stephen HarveyStephen Harvey
Financial Planner at Credent Wealth ManagementFinancial Planner at Credent Wealth Management
Viktor JakymaViktor Jakyma
Junior Equity Analyst at Sky Oak Wealth ManagmentJunior Equity Analyst at Sky Oak Wealth Managment
Avinsh MandloiAvinsh Mandloi
Business Owner at GOODWILL WEALTH MANAGMENTBusiness Owner at GOODWILL WEALTH MANAGMENT
Natalie ChaneyNatalie Chaney
Senior Certified Pharmacy Technician at Walgreen's PharmacySenior Certified Pharmacy Technician at Walgreen's Pharmacy
Michael RooseMichael Roose
Concrete Laborer at Innovation ConcreteConcrete Laborer at Innovation Concrete