Manager Management
Resume:
Michael P. Anglim
**** **** ****** *, ********* *404
Lyndhurst, New Jersey 07071
********@***.***
EXPERIENCE
Amalgamated Bank 2007 – Present
Assistant Vice President Trust Services Risk and Control Aug. 2007 – Present
Responsible for the daily reconciliation of the Trust DDA with the Amalgamated Bank’s Trust accounting system through the use of the Recon Plus application, ensuring accurate exception information is recorded on the Department’s proofs and presented to the responsible unit managers.
Monitor and follow up on all Trust DDA exceptions through resolution.
Responsible for the reconciliation of all securities positions held at Amalgamated Bank’s depositories to the Trust accounting system (Global Plus).
Ensure the reconciliation of the various General Ledger accounts utilized by the Trust Services Department.
Responsible for the reconciliation of asset positions held in other depository locations to source statements.
Supervise staff of three and ensure proper training/cross training and ensure all daily activities receive the appropriate level of priority; all reports are issued in accordance with timeframes established by the Proof and Control Manager.
Prepare and provide monthly Profit and Loss reports to Senior Management.
Conduct semi-annual vault audit. Report the results on a timely basis and follow up on all differences.
Ensure the reconciliation of key departmental activity such as incoming wire transfers, depository open items and aged suspense balances.
Provide timely and accurate reconciliations of Trust Department client portfolio asset positions to those recorded on their investment manager’s statements, as required.
Responsible for the reconciliation of Global Currency activity to the Trust Accounting System.
Prepare and issue weekly and monthly risk reports to Proof & Control Manager and Director of Trust Operations.
Directly communicate performance, productivity and accountability expectations to the Proof and Control Staff.
Interact with Trust Department officers and staff to resolve exceptions and provide support toward reducing/eliminating creation of exceptions.
Ensure official check counts are performed monthly.
Perform various administrative duties as directed.
Morgan Stanley 2005 – Aug. 2007
Domestic Dividends Associate Mar. 2005 – Aug. 2007
Processed cash dividend payments to stockholders of a range of common and preferred stocks.
Reconciled dividends paid per paying agent with internal disbursement reports.
Researched cash discrepancies detected during the reconciliation process.
Ensured proper categorization of dividends as qualified, nonqualified, capital gain, return of capital, etc.
Interfaced with financial advisors throughout the United States to resolve customer issues.
Coordinated the preparation and reconciliation of annual U.S. Treasury Forms 1099-DIV.
Deutsche Bank/ State Street Bank 2000 – Sep. 2004
Systems Liaison (Manager) – Global Custody Securities/Cash Mar. 2003 – Sep. 2004
Responsible for daily maintenance of all reconciliation applications involving internal control of cash and securities.
Interfaced with different application support groups all over the World.
Responsible for the department’s Direct Response testing.
Supervision of two operation administrators.
Global Custody Securities Sep. 2002 - Mar 2003
Responsible for the proof and accuracy of the daily securities reconciliation trade settlements in various markets.
Ensuring the completion of all aspects of trade settlement, clearance, and income processing.
Effectively researched and resolved securities related discrepancies with managers and Investment Administrators.
Apprise the Advisor Services, Corporate Actions, Income, Securities Lending and Broker/Dealer departments on changes or developments to prevent possible risk exposure to clients.
Global Custody Cash Proofs Dec. 2000 –Sep 2002
Research cash variances to expedite the reconciliation process.
Interface with sub-custodian agent banks to resolve issues related to cash disbursements.
Follow up on previous referrals, research variances, interact with agents; respond to inquiries on pending and historic deals, liaison with all regional operating groups to resolve all differences.
Participated in expansion of services to a major U.S. mutual fund customer from domestic to international custody operations.
Daily resolution of out-of-balance amounts, fail to deliver/receive exceptions and overdrafts for domestic and global market.
EDUCATION
University of Rhode Island, Kingston, RI
Bachelor of Science - Management 2000
Relevant coursework included Business Management, Managerial Science and Information Systems, Finance, Statistics, Macro and Micro Economics, Accounting, Marketing, International Management, Business Law
SKILLS
Experience with Excel, Word, WordPerfect, PowerPoint
References available upon request
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