C ONNOR K ELLEY

(***) ***- **** adg7zp@r.postjobfree.com LinkedIn

PROFESSIONAL EXPERIENCE

STATE STREET CORPORATION, Boston, MA

Senior Associate Collateral Analyst 2016 – 2019

• Processed hundreds of non- U.S. equity loans (up to hundreds of millions USD) daily across 35 international markets; collected associated collateral of 105% of loan value

• Assisted in settlement, confirmation and reconciliation of derivative trades

• Collaborated with traders, brokers and Settlements to facilitate timely, secure and cost- effective equity lending; ensured collateralization of loans prior to market release

• Reconciled net cash collateral activity in a timely manner to maximize all brokers’ investment potential

• Identified and investigated exposure discrepancies by reviewing trade history and securities’ closing price reports Associate, International Loan Returns 2015 – 2016

• Booked time- sensitive loan returns on behalf of 30 brokers across 35 international markets

• Carried out daily cash movements; monitored and resolved all pending and failing returns to ensure fulfillment of all brokers’ needs throughout securities lending period

• Executed trades to ensure accurate distribution of dividend payouts to correct parties

• Created daily risk reports analyzing internal breaks, trade fails, EOD client loan and collateral total values EMM GROUP, Richmond, VA

Analyst 2014 – 2015

• Designed and spearheaded new market feasibility study for Global Top Five chemical company

• Conducted in- depth customer interviews to analyze clients’ end- to- end business processes, identifying inefficiencies and risk areas across operations and supply chains EQUITABLE ADVISORS, New York, NY

Licensed Financial Advisor 2019 – Present

• Analyzing financial information obtained from clients to determine strategies, financial products, and services to help clients meet their financial objectives

• Building and maintaining a client base, keeping client plans updated and acquiring clients on an on- going basis

• Providing knowledgeable, objective financial guidance, customized to consumer segments with quality service Washington Redskins, Washington D.C.

Marketing Intern 2013

• Conducted due diligence on client contracts for major clients including Nike, Gatorade and FedEx EDUCATION

Elon University – Love School of Business, Elon, NC 2014 Bachelor of Arts, Finance

PROFESSIONAL LICENSES

FINRA Series 7 License

NASAA Series 66 License

New York Life and Health Insurance License

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