Aaron T.

Aaron T. Email and Phone Number

Business Analyst | Passionate About Self-Development & Personal Finance | @ U.S. Bank
minneapolis, minnesota, united states
Aaron T.'s Location
Houston, Texas, United States, United States
About Aaron T.

My knowledge comes from real-world experiences, including 6+ years of experiences in asset management, corporate trust and data analysis with top performing companies.I have a strong background and proficiency in CDOSuite, CDOSuitePlus, S&P Global Market Intelligence, Jira, Bloomberg, SS&C Intralinks, Market analysis and etc. My journey of finance and entrepreneurship started when i was 17 and i'd love to share it with you. A life-long learner, personal finance and entrepreneurship enthusiast.There are two types of people in this world, the Givers and the Takers. The Takers may eat better, but the Givers always sleep better.

Aaron T.'s Current Company Details
U.S. Bank

U.S. Bank

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Business Analyst | Passionate About Self-Development & Personal Finance |
minneapolis, minnesota, united states
Website:
usbank.com
Employees:
59540
Aaron T. Work Experience Details
  • U.S. Bank
    Senior Securities & Assets Administrator
    U.S. Bank Nov 2021 - Present
    - Reconciliation and account analysis for over a billion dollars of assets, including processing global loan activities daily via CDOSuitePlus.- Primarily focuses on accurately managing Middle Market CDOs, research discrepancies, restructure, liabilities and collaborating with Report/Deal Admin. - Responsible for leading a team of 5 Associates for daily escalation and workflow.- Lead classroom-style training sessions for new hires and assist in their development as a mentor.
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  • Fis
    Senior Asset Analyst
    Fis Aug 2020 - Oct 2021
    - Investigated and resolved discrepancies with loan notices from 10+ agent banks, over 100 internal clients, with total assets ranging from $100 - $200 Billion. - Support senior investment management in client servicing and enhancing operational procedures to improve efficiency. - Manage daily loan transactions for a portfolio of 200 loans regularly and 400+ during month-end using CDOSuite and Jira.- Training new hires and responsible for their daily escalation.
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  • Fis
    Global Asset Analyst Ii
    Fis Feb 2019 - Jul 2020
    - Process daily loan transactions with a portfolio of 100 or more lenders under normal condition and 300+ during month-end & quarter-end.- Responsible for booking cash inflows/outflows to the portfolios, track asset attributes such as accrual information, industry codes, prime rate and market analysis. - Understanding and analyzing indenture, funding memo, and credit agreement.
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  • Virtus Partners
    Global Asset Analyst I
    Virtus Partners Jan 2018 - Feb 2019
    - Process daily loan transactions with a portfolio of 50 or more lenders under normal condition and 200+ during month-end & quarter-end.Engaged in aggressive research of cash, bond, liabilities discrepancies with collaboration of agents and analysts.
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  • Virtus Partners
    Cash Management Analyst (Internship & Part-Time)
    Virtus Partners Apr 2017 - Dec 2017
    - Prepared daily reconciliation of cash transactions with transaction matching in CDO Suite. - Managed large volumes of transaction and actively monitors account balances.- Engaged in aggressive research of cash discrepancies with collaboration of agents and analysts.- Liaison with counterparts to ensure accuracy of transaction flow and follow ups on outstanding issues.
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  • Bodard Bistro Restaurant
    Assistant Manager
    Bodard Bistro Restaurant Feb 2014 - Aug 2017
    - Handling over $20,000 transactions on the weekly basis- Train and report weekly schedule for 5 employees to the owner- Responsible for tracking inventory turnover and operational expenses- Administering restaurant social media site to respond to customer feedback and suggestions.
  • Bdo Usa
    Tax Service Associate
    Bdo Usa Jan 2017 - Apr 2017
    - Drafts tax memoranda, and other documents on various tax issues- Ensures all data needed to comply with filling requirements is obtained and identifies missing items needed to prepare assigned tax returns. - Establishes relationship with Core Tax Services and other client service professionals.
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  • State Farm ®
    Sale Associate
    State Farm ® Apr 2014 - Jul 2014
    - Making more than 80 cold calls daily to generate sales.- Providing 100% customer satisfaction daily with 3 new referrals business per week.- Meeting the team’s sale volume goal with over $5,000 a month individually.
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  • Amazon
    Amazon Fba Seller
    Amazon Mar 2013 - Aug 2013
    - Selling brand names sporting apparels (Adidas, Nike, and etc ....) - Scaling the business to 6 figures with more than 3% review rate- Serving more than 2,000 customers monthly- Directly negotiate and maintain relationship with oversea suppliers
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Aaron T. Education Details

Frequently Asked Questions about Aaron T.

What company does Aaron T. work for?

Aaron T. works for U.s. Bank

What is Aaron T.'s role at the current company?

Aaron T.'s current role is Business Analyst | Passionate About Self-Development & Personal Finance |.

What schools did Aaron T. attend?

Aaron T. attended University Of Houston, University Of Houston, Houston Community College.

Who are Aaron T.'s colleagues?

Aaron T.'s colleagues are Barbara Curtin, Mais Mohammed, Holly Blystone, Jordan Woodard, Mark J Miron, Kandi Lagas, Durgesh Jhode.

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