SAM OWUSU AGYEMANG
Finance Professional
Sandy,UT
Summary
Detailed- oriented and systematic Financial Industry Professional with 4 years of Trade Lifecycle experience. Extensive experience regarding the life cycle of Trades with regards to exceptions, confirmations, processing and settling of trades. An expert who has been highly successful in working in a fast-paced Cash processing environment with demonstrated ability to prioritize workflow and ability to change focus quickly with minimal interruption to tasks at hand. Solid interpersonal skills and ability to deal effectively with staff, internal and external business partners, and all levels of leadership. Collaborative and open team player adept at working with management to find and implement effective solutions. Highly organized and skilled individual with excellent critical thinking, problem solving and planning abilities. Services from AWS, M
Overview
10
10
years of professional experience
1
1
Certification
Work History
Derivatives Operations Specialist
Goldman Sachs
Salt Lake City, United States
08.2023 - Current
- Supporting and managing moderately complex client accounts
- Providing pricing information for FX trades to corporate banking partners as well non-corporate clients
- Onboarding clients and participating in initiatives to enhance the client experience
- Accurately matching client information to their SWIFT/ACH/Wire instructions for settlement purposes
- Resolving all trade breaks and account reconciliations
- Mitigating fraud and financial risk by ensuring client due diligence and making sure all regulations regarding KYC/AML/OFAC/CIP/BO are satisfied according to firm and SEC regulations
- Assisting clients to navigate trade optimization platforms such as GTSS, Quickops, Direct, FXALL, BBG, CLS, Misys, TAP, and Marquee
- The role involves trades in interest rate derivatives, Futures, Vanilla, Binary as well as Volatility Options
- Managed over 100 calls from our corporate and corporate clients in resolving trade breaks
Cash Management and Treasury Funding Associate
Morgan Stanley
South Jordan, United States
04.2022 - 02.2023
- Partnered with various business units in order to accurately fund large deals such as lending activity, asset servicing and issuance or maturity of the firm's debt
- Provided the treasury team with accurate cash projections throughout the day to ensure accurate and efficient funding of the firms transactions.
- Partnered with the treasury tem in order to improve cash projections across various business units of the firm
- Coordinated with key stakeholders to create, test and maintain business continuity plans (BCP) across different teams and regions
- Ensured that the firm always had enough liquidity to be able to honor its obligations
- Coordinated with the OFAC/AML teams to ensure firm was in compliance with all SEC and FINRA regulations
- Assisted in Payroll management for the entire firm.
- Worked 3 different desks, Equity, MSIM and LA/CAD desks to ensure accurate funding of firm's trades with business partners such as BANAMEX, RBC, JP Morgan, Goldman Sachs, Fidelity, State Street etc.
- Documented Treasury system workflow policies and procedures
- Assisted with the design, configuration and testing of treasury applications to ensure functionality is delivered as expected.
Wealth Management and Stock Plan Associate
Morgan Stanley
South Jordan, United States
06.2021 - 12.2021
- Assisted stock plan participants in navigating the Morgan Stanley stock plan portal
- Processed electronic banking enrollment and maintenance requests from participants/clients
- Assisted with the maintenance and configuration of online banking systems
- Assisted participants in placing a trade by walking them through a step-by-step process of placing a trade themselves without bothering to speak to a registered representative which saved participants from long wait times on the phones and also helped allocate more time for registered reps to better assist customers who had difficulty making trades on the stock plan portal themselves
- Directed participants to Financial Advisors when they expressed an interest in having an investment portfolio and getting advice on financial security, 401K, college funding, Roth, etc
- Assisted with implementation of new banking services to support cash collection, concentration and ACH, Wire, Card and virtual cash disbursement processes after trade settlement.
Dispatcher/ Delivery Driver
UPS/AMAZON/FEDEX
West Valley City, United States
11.2019 - 05.2021
- Accurately recorded delivery, payment, and route information using the Amazon Flex App
- Coordinated efficient routes for optimal delivery scheduling and maximum daily performance
- Fostered positive working relationships with customers by responding to questions and concerns
- Conferred with dispatch to relay delays, receive routes and adjust plans to meet daily targets
- Used GPS to plan travel routes in accordance with bulk cargo transportation laws
- Routes allocated to us have been increased from the standard 30 to 45 dailies
- Recorded each delivery using proper paperwork before leaving the warehouse
- Contacted customers before delivery to confirm and coordinate delivery times
- Also drove and delivered packages to customers
Customer Service Representative for Medicare
Maximus Federal
Sandy, United States
10.2020 - 01.2021
- Answered and provided solutions and peace of mind information to Marketplace consumers and Medicare beneficiaries concerning their healthcare issues
- Was responsible for helping Medicare beneficiaries sign on to prescription drug plans
- Helped facilitate communication between consumers and beneficiaries and their local Social Security Administration in requesting new Medicare cards or replacing old and lost cards
- Worked on protecting HIPAA and PII
- Managed approximately 120 customer calls , and emails daily from consumers
Health Data Analyst
George Brown College
Toronto, Canada
04.2015 - 11.2019
- Utilized MS Excel to manage and confirm 65 patient data, such as insurance, demographic, and medical history information
- Used advanced analytical tools such as R, Python, Smart PLS, and IBM SPSS in data collection, data cleaning, analyzing, and visualizing
- Researched and compiled statistical data to support cost control and care improvement initiatives
- Used classification manuals to gain additional knowledge of disease and diagnosis processes
- Corrected any data entry error to prevent later issues such as duplication or data degradation
- Coordinated statistical data analysis, design, and information flow
- Designed and developed schema data models
- Participated in requirements meetings and data mapping sessions to understand business needs
- Trained fellow research assistants on Tableau for improved data management, monitoring effectiveness, and suggesting improvements
Education
Master of Science - Applied Data Analytics
College of Saint Scholastica
Bachelor of Science - Science Education
The University of Cape Coast
06.2004
No Degree - Statistics
Capella University
05-2021
Skills
- Systems Analysis
- Securities and Structured Finance
- Customer and Client Relations
- Liquidity and Treasury Management
- Communication and Teamwork
- Microsoft Office Suite(Excel, Word, PPT, Outlook etc)
- Operations and Risk Management
- Innovative Banking
- Treasury Product Solutions
- Lockbox, RDC, ACH, Positive Pay, Wire, Swift
- GTSS, TAP, CLS, DIRECT, FX CONNECT, MISYS
- OFAC, AML, KYC, CIP, BO, Reg D, Reg CC, Reg E
Certification
- Securities Industry Essentials
- Certificate in Basic Life Support and CPR
Languages
English
Native or Bilingual
Chinese (Mandarin)
Full Professional
Software
EXCEL
Education
Minneapolis, MN,Cape Coast, Ghana,Duluth, MN
Hobbies and Interests
Reading
Cooking
Problem solving
Assisting in automating systems to reduce manual touches
Hiking
Multitasking
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Work-life balanceCareer advancementCompany CulturePersonal development programsTimeline
Derivatives Operations Specialist
Goldman Sachs
08.2023 - Current
Cash Management and Treasury Funding Associate
Morgan Stanley
04.2022 - 02.2023
Wealth Management and Stock Plan Associate
Morgan Stanley
06.2021 - 12.2021
Customer Service Representative for Medicare
Maximus Federal
10.2020 - 01.2021
Dispatcher/ Delivery Driver
UPS/AMAZON/FEDEX
11.2019 - 05.2021
Health Data Analyst
George Brown College
04.2015 - 11.2019
Master of Science - Applied Data Analytics
College of Saint Scholastica
Bachelor of Science - Science Education
The University of Cape Coast
No Degree - Statistics
Capella University
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