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Kevin R

Financial Specialist - 20 Years of Experience - Near 10956

Occupation:

Financial Specialist

Location:

New City, NY

Education Level:

Some College Units Completed

Will Relocate:

YES

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SUMMARY OF QUALIFICATIONS I am an experienced Financial Services Professional who has myriad experiences in the banking and brokerage industry. Expertise spans all facets of back and middle office operations, including reconciliation, corporate actions and tax preparation. Client senior management through my assignments has recognized my work ethic, reputation and professionalism. I have both developed process procedures and have improved process controls that have had the desired result of cost containment. how Recruited to reconcile and resolve Global and Domestic dividend and interest receivables and payables for the years 2004, 2005, 2006, 2007 and 2008. Resolved over 1,000 dividend and interest receivables bring the total from USD 80,000,000.00 to USD 10,000,000.00. Interfaced with DTC, Euroclear, brokers, banks, BNYMellon Corporate Action area and trustees. Resolved over 100 dividend payables totaling USD 4,500,000.00 by honoring broker and bank dividend and interest claims. to use DTC's Smart Search so they could reconcile aged domestic dividend receivables and payables

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