Brian Goldschmidt Email & Phone Number

Lutherville-Timonium, Md, Us

New York, Ny, Us

• Provide functional & operational support to the trading desk, sales, risk, technology, and finance teams• Identify and promptly resolve problems, escalating issues to management for settlement as needed• Facilitate trade booking, capture, reconciliation, documentation, and settlement of transactions executed for multiple new issuance deals each week• Support month-end close for Securitized Products Group, including reconciliation between books and records versus management-reported P&L and newly issued CMO conversion• Proficient in various systems including Finra Trace, Safe, Bloomberg Terminal, Bigmac, Stprod, and Qwest• Knowledgeable in securitized products, including Asset-Backed Securities, Collateralized Mortgage Obligations, Commercial Loan & Debt Obligations, and Commercial & Residential mortgage-backed securities• Realign, DWAC, and swing positions to ensure positions are opposing brokers and clients• Create and facilitate payments via Fedwire, DTC, and Euroclear• Train new team members and maintain high levels of trust with colleagues through strong communication• Reengineer processes to increase operational efficiency and eliminate room for error• Serve as a subject matter expert for managers in a fast-paced working environment

Towson, Maryland, Us

● Provided data visualization and project coordination for a confidential project that increased revenue● Created and maintained project work plans using Smartsheet to manage timelines effectively● Shadowed project managers and the CFO to support their daily duties and improve efficiency● Self-taught Smartsheet to better support project managers, resulting in a high level of organization

Indianapolis, Indiana, Us

● Led the organization's finances, managing multiple budgets exceeding $40,000 annually and reducing costs through revenue analysis, cost reductions, and improved budget reporting● Recorded cash and reconciled bank transactions, successfully avoiding debt and ensuring financial stabilityRecruitment Committee (Logistics):● Planned, set up, and executed multiple recruitment events, leading logistics and ensuring successful eventsBrotherhood Committee:● Developed and implemented ideas for fun bonding activities and planned, oversaw, and executed events for the organization, improving morale and fostering strong relationships among members

Indianapolis, Indiana, Us

● Spearheaded events that generated over 50% of yearly revenue in less than 5 months

● Established an online presence for companies on Google, Bing, and Facebook, resulting in increased visibility ● Conducted research on rundown and foreclosed properties, identifying potential candidates for the flipping process● Analyzed investor portfolio information to verify credibility

Phoenix, Us

● Demonstrated leadership among staff by facilitating parties and maximizing revenue through sales of add-ons● Communicated effectively with customers to ensure proper safety precautions were observed and managed large groups during events, resulting in efficient operations and smooth business flow

● Scheduled, supervised, and hired employees to address understaffing issues at events● Ensured proper organization of automobiles, keys, staff members, and collected monies collected during events● Received commendation for achieving the largest overall tip average of $5 per event

Parsippany, Nj, Us

• Responsible for training new cashiers; Received commendations for customer service; Store manager favorite for special projects

Bachelor Of Arts - Ba, Leadership & Management

High School Diploma, General Studies