Anthony Desantis Email & Phone Number

New York, New York

Treasury Operations

Midtown, Nyc

VP Treasury Operations, Portfolio Manager

- Handle daily operations with numerous types of customer accounts, with different types of tax documentation.- Reconciliation of different client’s account on a monthly, quarterly, and annual basis to help with year end reporting. - Daily Contact with different clients to resolve tax issues via telephone, email & systematically.

- Responsible for the day-to-day operations involved with trades, rejects, settlement, reconciliations, client account set-ups and corrections of mutual funds trades. - Prepare and balance outgoing wire accounts, mutual funds shares transfers report and dividend reports utilizing Microsoft Excel. - Process live million dollar trades with multiple Money Market funds. - Daily contact with brokers, operations managers, and various mutual funds representatives via telephone, fax, and email. - Prepare dividend, dividend reinvestment, NRA withholding, shares, and money journals to balance client’s accounts. - Daily use with DST Vision, Advisor Central, Bloomberg and other research systems.

Selected Achievements: Consistently uphold daily, weekly, and monthly sales quotas. Revise floor plans to effectively increase sales and efficiency. Participant in Sears College Reimbursement Program. Achieved 5-year Employee Certificate. - Oversaw retail activities for a variety of departments including Men’s Clothing, Tool Territory, Outdoor & Patio and Fitness Equipment; ensured a smooth-running and efficient operation in all respects.- Interacted closely with a diverse population of clients; provided information regarding the selection of merchandise; responded to sales inquiries ensuring optimum level of satisfaction.- Responsible for a variety of tasks involving advertising and marketing. Prepared upcoming sales promotions, maintain sales floor and inspect samples. Reviewed advertisements to ensure that proper signage is presented; developed new signs for weekly promotions.- Served as On-Duty Manager as needed. Supervised and oversaw between 10 – 25 sales associates; organized schedule’s (lunch hours); delegated assignments; monitored work performance; trained new employees in all areas of retail.

Bachelors, Management, Marketing

High School