Andrew Franson, Cfirs Email & Phone Number

Clearfield, Pa, Us

Clearfield, Pennsylvania, United States

Manage Operations for a Wealth & Asset Management Department with over $1.2 Billion in Assets and 2500 accountsMonitor missing account documentation, overdrafts, past due notes and investment exceptions.Provide compliance coverage for fiduciary duties of the Trust DepartmentLearn all the job responsibilities of the Operations staff in order to improve procedures and processesProvide backup to the Trade Desk for processing trade settlements and Corporate ActionsEdit and… Show more Manage Operations for a Wealth & Asset Management Department with over $1.2 Billion in Assets and 2500 accountsMonitor missing account documentation, overdrafts, past due notes and investment exceptions.Provide compliance coverage for fiduciary duties of the Trust DepartmentLearn all the job responsibilities of the Operations staff in order to improve procedures and processesProvide backup to the Trade Desk for processing trade settlements and Corporate ActionsEdit and update account documentation to improve account opening processMaintain CRM system used to create client contact activities for the AdministratorsConduct periodic Audits of documentation and processes to ensure compliance with stated procedures Show less

Clearfield, Pa

Manage Operations for a Wealth & Asset Department with over $1.076 Billion in Assets and 2100 accountsMonitor missing account documentation, overdrafts, past due notes and investment exceptions.Provide compliance coverage for fiduciary duties of the Trust DepartmentLearn all the job responsibilities of the Operations staff in order to improve procedures and processesProvide backup to the Trade Desk for processing trade settlements and Corporate ActionsEdit and update… Show more Manage Operations for a Wealth & Asset Department with over $1.076 Billion in Assets and 2100 accountsMonitor missing account documentation, overdrafts, past due notes and investment exceptions.Provide compliance coverage for fiduciary duties of the Trust DepartmentLearn all the job responsibilities of the Operations staff in order to improve procedures and processesProvide backup to the Trade Desk for processing trade settlements and Corporate ActionsEdit and update account documentation to improve account opening processMaintain CRM system used to create client contact activities for the AdministratorsConduct periodic Audits of documentation and processes to ensure compliance with stated procedures Show less

Main Office In Clearfield, Pa

Manage a Trust Operations area for a Trust Department with over $450MM in Assets and 1400 accountsMonitor missing account documentation, overdrafts, past due notes and investment exceptions.Provide compliance coverage for fiduciary duties of the Trust DepartmentLearn all the job responsibilities of the Operations staff in order to improve procedures and processesProvide backup to the Trade Desk for processing trade settlements and Corporate ActionsEdit and update account… Show more Manage a Trust Operations area for a Trust Department with over $450MM in Assets and 1400 accountsMonitor missing account documentation, overdrafts, past due notes and investment exceptions.Provide compliance coverage for fiduciary duties of the Trust DepartmentLearn all the job responsibilities of the Operations staff in order to improve procedures and processesProvide backup to the Trade Desk for processing trade settlements and Corporate ActionsEdit and update account documentation to improve account opening processMaintain CRM system used to create client contact activities for the Administrators Show less

Managed a Trust Operations area for a Trust Department with over $268MM in Assets and 800 accountsLearned all the job responsibilities of the Operations staff in order to improve procedures and processesImproved Trust Department’s Audit rating from a “Needs Improvement” to an “Outstanding” in 2 yearsProvided backup to the Trade Desk for processing trade settlements and Corporate ActionsWorked to establish account checklists and document packets to improve the account opening… Show more Managed a Trust Operations area for a Trust Department with over $268MM in Assets and 800 accountsLearned all the job responsibilities of the Operations staff in order to improve procedures and processesImproved Trust Department’s Audit rating from a “Needs Improvement” to an “Outstanding” in 2 yearsProvided backup to the Trade Desk for processing trade settlements and Corporate ActionsWorked to establish account checklists and document packets to improve the account opening processIntegrated over 800 trust accounts into a CRM product for customer contact management Show less

Clearfield

Assisted branch manager with loan documents. Opened deposit accounts. Completed loan applications. Managed portfolio of over $800,000 in loans outstanding. Called referrals for accounts. Referred accounts to Wealth & Asset Management.

Clearfield

Bachelor Of Science (Bs), Economics, 3.4

Activities and Societies: Business Student Council, Raquetball Club, Intramural Sports

Education record

Diploma

Education record