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Columbus, OH, 43240
... * Educate current and potential clients on the intricacies of the firm’s private equity and alternative investment offerings * Develop relationships with Registered Investment Advisory firms and Independent Broker/Dealers, supporting their efforts ...
- 2009 Dec 30
Delaware, OH
... This process included meeting all compliance and regulatory statutes need to reconcile Hedge funds broker accounts. Created and was responsible for overall direction of the project plan to move 30 Prime Brokers from a manual process to a CheckFree’s ...
- 2009 Dec 11
Columbus, OH, 43219
... • Performed reconciliations to prime broker and/or portfolio manager. • Computed income and expense accruals. • Calculated Asset Based Fees according to offering documentation. • Applied investor contributions and withdrawals on a dealing-day basis. ...
- 2009 Jul 29
Dublin, OH, 43017
... • Enhanced SAP Purchase Order Screen, added a customs screen at item level. Modified interface between SAP TM and ECC6.0 systems to include additional data when purchase order is created automatically. • Worked on EDI410 inbound message. Prepared ...
- 2009 Apr 28
Columbus, OH, 43202
... products utilizing both company’s internal web site and internal e-mail - Establish and maintain long-term relationships with other broker dealers to increase distribution channels - Contribute in communicating department policies and procedures and ...
- 2009 Mar 19
Columbus, OH, 43235
... Licensed Ohio mortgage broker. Began career as an Assistant Loan Officer and promoted to Vice President position. Awards: Awarded “2004 Rookie of the Year” and inducted into the “5000 Club.” Loan Officer, Concord Mortgage Group, Westerville, OH. (02 ...
- 2009 Mar 12
London, OH
... Recruiting & hiring, Canadian Customs procedures, DOT regulations, Forecasting equipment needs, Negotiating equipment leases, Fleet utilization and scheduling along with direct customer service contact and problem resolution related to “On Time” ...
- 2009 Feb 22