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Microsoft Office Management

Location:
Huntington, New York, United States
Posted:
January 22, 2018

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MARIE DESRAVINES-LATORTUE ROLE

ac347a@r.postjobfree.com 631-***-**** Dix Hills, New York 11746

Analytical, results-driven and growth-oriented executive with 20+ years of success, providing investment banking and asset management solutions for both individual and corporate-interest clientele. Focused on the security of banking investments, monitor accounts for critical risks, issues and unauthorized acquisitions to ensure the privacy and protection of sensitive data and confidential banking record. Drive increased profits throughout banking portfolios, while remaining in compliance with international and domestic regulations. Strengthen the department workforce through continuous improvement of procedures, influence over investment decisions and transformation of finance structure.

Areas of Expertise include:

Strategic Planning & Analysis

Money Transfer Investigations

Securities, Liquid & Fixed Assets

Asset Management & Distribution

Business & Finance Analysis

Mergers & Acquisitions

Foreign Exchange & Conversion

Reconciliation & Forecasting

Project Management & Training

Inventory Control & Management

Risk Analysis & Management

Budget Allocation & Control

Team Building & Leadership

Interest Rates & Taxation

DTC Breaks & Dividends

Global Business & Banking

Regulation, Policy & Procedure

Client Portfolios & Investments

Security & Privacy

Fraud & Credit Risk

Holds & Activations

Overdraft Reporting & Credits

Research & Investigation

Account Management & Auditing

Corporate Accounting

General Ledger & Aging Reports

Accounts Receivable/Payable

Revenue & Profit Growth

Cash Receipts & Disbursement

Business Development

Languages: English (Fluent) French (Fluent)

PROFESSIONAL EXPERIENCE

SUMITOMO TRUST Hoboken, New Jersey 2008 to 2016 A Japanese financial holding company, headquartered in Chiyoda, Tokyo. CUSTODY ADMINISTRATOR & ASSET MANAGEMENT

Instrumental in the leadership and direction of the custody department, responsible for the processing of funds, trades and investments for various custody bankers, managing assets and cash accounting for clientele and preparing documentation in compliance to international, federal and state-level regulations, as well as policy and procedure.

KEY ACCOMPLISHMENTS:

● Ensure 100% accuracy in all domestic-related issues and proper allocation of associated assets, analyzing various investments, through both mandatory and voluntary corporate action; increased productivity and significantly reduced risk.

● Assessed various banking and investment models, as well as varying market data, allocating all mergers, stock distributions, stock splits, stock dividends, spin-offs, redemptions and optional dividends, as according to Bloomberg and Sub-Custodian/DTC, and in efforts to grow funds and investments; ensured accurate asset distributions, while impacting client satisfaction through premium servicing.

● Identified issues and risks within investments and securities, addressing discrepancies, while providing immediate resolution to potential problem situations that would otherwise be detrimental and possibly damaging to accounts and operations.

● Researched dividend coupon payments in Bloomberg, ensuring accuracy in data through source comparison and processing of client portfolios, saving the company on costs associated with error.

● Monitored security masters for accuracies within account accruals, while reconciling daily suspense accounts in efforts to balance data; oversaw and audited all domestic portfolios for the custody department, further monitoring, investigating and significantly decreasing all discrepancies. MARIE DESRAVINES-LATORTUE

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U.S. TRUST CHARLES SCHWAB Jersey City, New Jersey 2001 to 2008 An American brokerage and banking company, based in San Francisco, California. CUSTODY ADMINISTRATOR & ASSET MANAGEMENT

Provided key analysis to a plethora of offers, ensuring accuracy in distribution of client portfolios, driving success within investments and building confidence within the decision-making process, as well as within corporate business dealings.

KEY ACCOMPLISHMENTS:

● Analyze prospectus for different corporate actions offers, determining appropriate terms and providing accuracy in information disseminated to clientele; improved both accuracy and efficiency within process.

● Monitor, audit and investigate all account transfers between DTC and the internal system, resolving and reconciling any DTC breaks that may have occurred.

● Awarded with a large bonus for influence on the decision-making process for a major investment by the account administrator, resulting in a great return on investment for the organization.

** *** **

Previously earned a reputation for excellence in the following positions: SR. CUSTODY ADMINISTRATOR-ASSET MANAGEMENT – Sumitomo Trust USA CORPORATE ACTIONS SPECIALIST REORGANIZATION DEPARTMENT – Prudential Securities CORPORATE ACTIONS SPECIALIST REORGANIZATION DEPARTMENT – IBJ Whitehall CORPORATE ACTIONS SPECIALIST REORGANIZATION DEPARTMENT – Union Bank of Switzerland (UBS) JUNIOR ACCOUNTANT – Stevens Knox & Associates

ACCOUNTS ADMINISTRATIVE INFORMATION (AAI) – Fuji Bank & Trust Company EDUCATION & TRAINING

Master in Health Law and Policy

Hofstra University/Hempstead, New York

January 2017-Present

Bachelor of Arts in Finance & Marketing

BERNARD BARUCH COLLEGE New York, New York

TECHNICAL SPECIFICATION

Microsoft Office: Word/Excel/PowerPoint/Outlook, Global Plus, XSP, PTS (DTC), CACS, BANCS



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