Manager Office
Resume:
Shawn Wilson
Brooklyn, NY ***12
*****.*******@*****.***
Summary
Highly experienced Middle Office professional who is able to work in a fast
paced environment with minimum supervision while maintaining emphasis on
the highest quality of service. Excellent problem solving skills. Able to
make decisions independently and quickly with minimal escalations.
Proficient in prioritizing and completing task in a timely manner, yet
flexible to multitask when necessary. A team player who is attentive to
detail.
Experience
Citigroup Global Markets, New York, NY May 2000 -
October 2012
Trade Processing/ Middle Office Operations
. Provide timely and accurate processing of domestic and international
trades and trade reconciliations for over 30 Brokers.
. Monitor and facilitate trade allocations, process and confirm trades,
resolve trade adjustments and settlement issues.
. Liaison between various trading desks (equities, fixed income, foreign
exchange, options and mutual funds) CGMI back office departments and
other operations groups like cashiering to conduct comprehensive
investigations to evaluate orders and trade discrepancies.
. Achieve near 100% compliance and accuracy; prevented loss of thousands of
dollars through research of potential trade errors.
. Monitor daily and monthly reconciliations/investigation feeds for a
number of accounts.
. Work with operations manager to develop new procedures, products and
technologies aimed at improving trading operations.
. Provide training to team members and new employees.
. Ad hoc projects creating various trade volume performance reports for
senior management, assistance in the implementation of new legal
procedures.
Asiel & Company, New York, NY February 1995 -
May 2000
Assistant Trader Corporate Bond Desk
. Closely interfaced with clients to provide daily updates, inquires and
price changes.
. Executed large volume of retail orders (OTC, listed and add lots).
. Resolved trade issues in a timely fashion providing detailed reports.
. Heavy interaction with floor brokers to obtain quotes and executions and
occasionally sat on New York Stock Exchange floor.
. Preformed investment transaction bookings into multiple accounting
systems across the various products.
. Effectively trained and managed staff.
Licenses
Series 7 and Series 63
Education
New York City Technical College, Brooklyn, NY
A.A.S., Electrical Engineering, 2000
Skills
Microsoft Office Word, Excel, Outlook. Thomson Reuters, Bloomberg and
NetX360.
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