John A. Morcos

*** ****** ***** ******

Lake Mary, FL 32746

917-***-**** Cell

nfjmus@r.postjobfree.com

PROFESSIONAL EXPERIENCE:

CHARLES SCHWAB- Orlando, FL November 2006-April 2010

Senior Lead Operations Specialist-Transfer of Accounts

•Manage the coordination of team workflow.

•Daily contact with clients and financial advisors to manage the coordination of transfers from other financial institutions to ensure expedited receipt of assets.

•Responsible for researching and resolving complex client issues.

•Review and assess risk of client assets.

•Processing of Acat transfer requests for both Retail and Institutional clients.

BANK OF NEW YORK- New York, NY September 2002 – November 2006

Senior Associate - Corporate Trust Division/ State Of Israel Department

•Mentor new employees by providing structured training on standard department tasks with special emphasis on reconciliation, audit controls and reporting.

•Manage new bond issuances and reinvestments for all State of Israel clients.

•Issue certificates and book statements or refunds as appropriate.

•Conduct daily reconciliation of incoming bond issues with proper audit validation of payments and control totals.

•Used knowledge of legal requirements to process transfers of bonds for individual and institutional investors and insure proper negotiability.

•Maintain daily incoming work log and provide management with statistical and financial activity report.

EDUCATION

PACE University

One Pace Plaza

NY, NY, 10001

Majored in Finance

Queens Borough Community College

222-05 56th Ave

Bayside, NY 11364

Majored in Finance

SKILLS

•Capable of multitasking and working under pressure.

•All Microsoft Office Applications