Bill Doukas Email & Phone Number

LIC, NY

- Report overall man days and review new workers/credentials and request certificate of fitness cards with all required worker’s qualification. This includes orientation process for new workers.- Procore and Bluebeam usage.- Keep record of meeting minutes, reporting any discrepancies to the project team. - Create and keep track with submittals and RFIs..

Long Islad City, NY

• Consulted at Citi Private Banking institutional private clients in Mutual Fund Operations, providing necessary support for manage accounts.
• Evaluated and identified various projects such as identifying accounts purged, Sub TA fees and 12b1 fees, and security discrepancies in security master file.
• Reported and updated offshore fund manual trades to client's accounts, mutual fund dividend payments for domestic funds, and released domestic mutual fund current trades through Matrix (custodian).

Greater New York City Area

• Consulted with broker/dealer on three different projects over the years in Mutual Fund Department (Operations). Implemented trades for mutual funds due to restriction at branch level, and corrected trades due to system.
• Reviewed reason for restriction to enter trade or reject back to branch. This included red flags accounts for compliance review, sells of manage accounts, limitation on high dollar buys of institutional money market.
• Processed corrections through Surpass and internal database for segregated accounts (reflect accurate with omnibus accounts). Corrections included correcting trades, clients’ accounts for dividends, cash (commission.
• Forwarded to fund companies letter of indemnities to process manual trades or corrections in a timely schedule to reduce risk to branch and client.
• Adjusted Letter of Intent agreements being not fulfilled or meeting dollar requirements by clients’ for Class A funds breakpoint sales charge and pricing.
• Distributed spread sheet to management and team members reporting breaks for cash, share, and omnibus amounts/shares on manual and/or corrected trades.

B.S., Communication Arts

Activities and Societies: Minor in BusinessMajor in Communication Arts and Minor in Business.

Certificate, Health Coach, Graduated

Activities and Societies: Health Coaching with participating students.Certified Holistic Health Coach.

Certificate, Video Field Production And Non-Linear Editing, Completion

Activities and Societies: Trained with Video cameras, lighting equipment, and Avid Xpress Editing system.Certification as a producer..

Certificate, Web Page, Digital/Multimedia And Information Resources Design

Certification: Courses in Mac Basics, Quark Xpress, Adobe Photoshop, Production and Prepress, Digital Input, Adobe Streamline and.

Academic, Liberal Studies

Activities and Societies: Lacrosse Team - Position: AttackPlayed Attack position on Lacrosse Team.