Adam Doren Email & Phone Number

Holmdel, Nj, Us

New York, Ny, Us

Chicago, Il, Us

Toronto, Ontario, Ca

Dallas, Tx, Us

Provide complete operational support post conversion from Talisys to FIS Phase 3Train with and assist in learning how to properly utilize Phase 3 bookings, corrections, stock records and reportsPoint of Contact for multiple correspondents addressing all inquiries regarding trade inquires, failing trades, or settlement issuesTeam lead for processing trade bookings, factor updates, and trade corrections due to price, interest, or other discrepancies

New York, Ny, Us

London, Gb

Service institutional client base trading fixed incomeReview and action inquiries from clients, front office, and settlements to resolve any trade issues.Booking of Corporate and Government bondsManaged and resolved all breaks and fails on a daily basis

Key player in projects specific to Regulatory Reform, while working with team members to implement solutions to problems that have created issues for the businessEngage with front office and operations technology to help facilitate the resolution of technical production issuesEnsure that processes are continually reviewed and improved, risk is managed, and results are achieved that meet expectations for timeliness and quality

Manama, Bh

Support Trade Finance products for North American clients with Middle East and North Africa (MENA) focus

Performed due diligence and communicated with sales along with their clients and traders to maintain and improve relationships Facilitated fixed income trades, as well as booking municipal, corporate, and government bonds while ensuring proper settlement Developed procedures and documents to properly train an overseas group to support our basic functions Created a report monitoring Cancel and Corrects to better report trades post settle date Managed and resolved all breaks and fails on a daily basis

Performed due diligence and communicated with sales along with their clients and traders to maintain and improve relationships Facilitated fixed income trades, as well as booking municipal, corporate, and government bonds while ensuring proper settlement Developed procedures and documents to properly train an overseas group to support our basic functions Created a report monitoring Cancel and Corrects to better report trades post settle date Managed and resolved all breaks and fails on a daily basis

New York, Ny, Us

Managed communication with Contra Firms to ensure successful completion of tradesInteracted with brokers to facilitate requirements to create and maintain prime broker statusProvided general prime brokerage operational supportInteracted with brokers throughout the receiving process to ensure successful transfersWorked to determine and communicate whether any specific policies or constraints might impact the transfer of an accountResponsible for problem solving with all parties so that all transfers may be completed

New York, Ny, Us

Assisted high net worth team with research and administrative dutiesConducted research using Reuters systemsProvided research information to update clients' portfolios, maintain and organize client records

New York, Ny, Us

Called prospective financial clients to schedule meetings with a financial advisorHandled administrative tasks, such as updating information for clients’ financial affairs

Created system to record and analyze daily client calling and contact statistics, permitting the identification of trends and analysis of results due to variations in calls per day, contacts per day, appointments, time of day, and other contact variablesCompleted summer broker trainee program for National Securities for duration of the summerSet and maintained a busy and well organized schedule of daily contacts including following up with appointments and consultationsPerformed various tasks and completed objectives necessary to facilitate ever greater sales revenue

Bba, Finance, Economics

Education record