Management Sales

BRIAN KARASIK

**** ******** ****** ** ****: 561-***-****

Frederica, DE 19946 Home: 302-***-****

Email: **********@***.***

SKILLS

Proficient in Windows applications including: Microsoft Word, Access, Excel, PowerPoint, Lotus 1 2 3, Word Perfect, Bloomberg,

Portia system, Titan, Sun Guard system, Netscape Navigator, Adobe Acrobat, Crystal Reports, Sun guard Charlotte Trust Accounting

System, Outlook, Outlook Express, QuickBooks, Peoplesoft, IDSSG, CARS, Mates, Zeus Ticketing, Gtac, Geotrader, EDTS, Extra,

Workstation CPI, Workstation TECS, Reynalds & Reynalds & FCI(Reports).

EXPERIENCE

Mediterranean Securities Group, LLC. Boca Raton, FL

Brokerage Assistant

01/12 01/13

Prepared forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests

•

from stockholders.

Recorded and documented security transactions, such as purchases, sales, conversions, redemptions, and payments.

•

Corresponded with customers and confirmed with coworkers to answer inquiries, discuss market fluctuations, and resolved

•

account problems.

Liaison with front office, credit department, compliance officer, & back office in relation to the contracts and in accordance with

•

associated policies and procedures with legal documents.

JPMorgan Chase & Co., Newark, DE

Client Service Account Officer

01/09 11/11

• Coordinated and followed through on client requests for products and services (i.e., opened/closed accounts, check orders, credit

drawdowns/pay downs, and credit card requests).

• Researched, followed up, and resolved client inquiries and problems through effective interaction with clients, bankers, product

partners, branch/operations areas, and other staff in a timely and professional manner.

• Managed daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies

and procedures.

• Provided high quality, high touch service to Private Banking clients.

Citigroup, Inc., Wilmington, DE

Equity Trade Support Analyst

Middle Office Wealth Management (Consultant)

04/08 12/08

• Responsible for daily cash & position breaks.

• Executed trades through the Mates, Extra & Geotrader programs.

• Liaison between Traders, Money Managers & Custodians to ensure trades settles accurately & timely.

• Researched & analyzed equity trade discrepancies.

• Supporting the trading desk's ticketing process, block trade client allocations, confirming trade details, trade corrections and

modifications including errors, average price account balancing and processing step in and step out trades.

Gerstle Rosen & Goldenberg, P.A., Boca Raton, FL

Auditor

11/04 03/08

• Researched & analyzed financial statements and audit and tax related issues utilizing electronic database such as Ultra Tax, and

employ audit software to review and compile financial information.

• Maintained a good working relationship with clients to enhance customer satisfaction and work with client management and staff

at all levels to perform audit services.

• Proactively interact with key client management to gather information, resolve audit related problems, and make

recommendations for business and process improvements.

JPMorgan Chase & Co., Brooklyn, NY

Trade Support Analyst

10/99 10/04

• Responsible for dealing with internal groups and external custodians to clear reconciliation breaks.

• Investigate overdraft charges assessed by custodians to ensure the clients are not charged incorrectly.

• Liaison between Trade Support & Custodians to ensure wires is sent and trades settled accurately & timely.

• Maintain relationships with internal partners such as Trade Support, Client administrators, Derivatives Support, Funds Transfer,

Corporate Actions & Delaware Cash Management.

EDUCATION

Associates Degree in Business Management

Long Island University, New York, NY

1995 1996

2

Contact this candidate