Adam Friedman Email & Phone Number

New York, Ny, Us

New York, Ny, Us

New York City Metropolitan Area

New York, New York, United States

Park Ridge, Nj

- Manage account maintenance for 1,900+ wrap accounts totaling in excess of $2 billion- Serve as point of contact for both executing brokers and custodians for all wrap trade settlements, trade breaks and trade fails- Complete daily reconciliation of fixed income wrap accounts- Manage cash flow and account activity with external custodians including Morgan Stanley, JP Morgan, Citi and UBS- Liaise with trading desk, financial advisors and custodian trade support on client cash and trading needs- Identify and process client account onboarding and terminations on internal systems, including Bloomberg and Eagle - Communicate wrap program guidelines and operational procedures to brokers and custodians- Provide cash flow support to trading desk and Portfolio Managers

Nanuet, Ny

- Worked with clients to determine insurance and investment needs- Prepared and delivered client presentations for business development - Developed client centric custom financial plans- Prospected for potential new clients - Managed back office procedures to expedite sales

Greater New York City Area

- Performed technical and fundamental research in excess of 100 equities and investment funds- Prepared analysis for client and internal use of equity and fund research- Prepared business development presentations for current as well as prospective clients- Prospected for potential new clients while ensuring compliance with company procedures- Led an effort to modernize client records

Greater New York City Area

- Worked with Operations team to integrate recently acquired catalogue into company databases- Migrated over 100,000 music tracks into company databases as part of integration procedures - Ensured compliance with work plan to migrate 2,000 music tracks per day- Served as the initial point of contact for answering team member inquiries

Greater New York City Area

- Assisted Video team in organization of client Multi-Channel Networks- Monetized approximately 4,000 YouTube videos from partnered channels- Performed compliance testing of “industry first” claiming system