Wade McGugan
Orlando,FL
Summary
Results-driven professional with a strong background in financial operations at the Bank of New York. Proactive and goal-oriented with excellent time management and problem-solving skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Associate - Middle Office
Bank of New York
10.2023 - Current
- Perform daily trade reconciliation between internal systems, counterparties, and custodians.
- Monitor trade activity and manage trade exceptions/breaks to ensure timely settlement and resolution.
- Ensure the accurate booking and processing of various asset types, including equities, fixed income, foreign exchange, and derivatives.
- Prepare and validate system-generated financial reports, including custom reports for clients and senior management.
- Collaborate with internal stakeholders and external parties to resolve complex operational queries.
Operations Analyst
Wiley
08.2022 - 10.2023
- Provide essential accounting and trading support to the Front Office and Portfolio Management teams.
- Collaborate with internal stakeholders and external parties to resolve complex operational queries.
- Identify, escalate, and document operational fail points and internal/external errors.
Financial Services Professional
Equitable
01.2022 - 06.2022
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Processed customer requests for statements and updating customer personal information in database.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Education
Bachelor of Science - Finance
Florida State University
Tallahassee, FL05-2021
Bachelor of Science - Economics
Florida State University
Tallahassee, FL05-2021
Skills
- Analytical problem solving
- Organizational Skills
- Self Directed
- Advanced spreadsheet techniques
- SQL
- Data Analysis
Certification
FINRA SIE & Series 7: 01/2022-01/2024
FL 215 Insurance License: Current
Timeline
Associate - Middle Office
Bank of New York
10.2023 - Current
Operations Analyst
Wiley
08.2022 - 10.2023
Financial Services Professional
Equitable
01.2022 - 06.2022
Bachelor of Science - Finance
Florida State University
Bachelor of Science - Economics
Florida State University