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
Auburn, IN
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
Fort Wayne, IN
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
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