Brian Goldschmidt

Brian Goldschmidt Email and Phone Number

Operations Analyst at Morgan Stanley @ Morgan Stanley
Lutherville-Timonium, MD, US
Brian Goldschmidt's Location
Towson, Maryland, United States, United States
Brian Goldschmidt's Contact Details

Brian Goldschmidt work email

Brian Goldschmidt personal email

n/a
About Brian Goldschmidt

I am currently a Fixed Income Operations Analyst at Morgan Stanley. I am a recent graduate of Towson University with a Bachelor's Degree, majoring in Leadership & Management within the Business Administration Program.

Brian Goldschmidt's Current Company Details
Morgan Stanley

Morgan Stanley

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Operations Analyst at Morgan Stanley
Lutherville-Timonium, MD, US
Employees:
94640
Company phone:
(212)761-4000
Brian Goldschmidt Work Experience Details
  • Morgan Stanley
    Morgan Stanley
    Lutherville-Timonium, Md, Us
  • Morgan Stanley
    Operations Analyst
    Morgan Stanley Jul 2022 - Present
    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
  • University Of Maryland St. Joseph Medical Center
    Finance & Project Management Intern
    University Of Maryland St. Joseph Medical Center Jun 2021 - Dec 2021
    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
  • Alpha Epsilon Pi
    Treasurer/Exchequer (Executive Board)
    Alpha Epsilon Pi Jan 2019 - Dec 2020
    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
  • Alpha Epsilon Pi
    Fundraising Chair
    Alpha Epsilon Pi Aug 2019 - Dec 2019
    Indianapolis, Indiana, Us
    ● Spearheaded events that generated over 50% of yearly revenue in less than 5 months
  • Gotham Capital Services Llc
    Real Estate Analyst Intern/Business Finance Intern
    Gotham Capital Services Llc Jun 2018 - Aug 2018
    ● 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
  • Bounceu
    Head Party Pro
    Bounceu Jun 2017 - Jun 2018
    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
  • Tri-State Elite Valet
    Valet Parking Manager
    Tri-State Elite Valet Sep 2017 - Jan 2018
    ● 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
  • Kings Foods
    Head Cashier/Trainer
    Kings Foods Aug 2015 - Jun 2017
    Parsippany, Nj, Us
    • Responsible for training new cashiers; Received commendations for customer service; Store manager favorite for special projects

Brian Goldschmidt Skills

Leadership Social Media Stock Market Google Sheets Sales Listening Negotiation Finance Team Leadership Google Slides Strategic Planning Google Docs Microsoft Office Budgeting Microsoft Excel Training Time Management Customer Service Decision Making Teamwork Project Management Conflict Resolution Google Drive Recruiting Creative Problem Solving Spanish

Brian Goldschmidt Education Details

  • Towson University
    Towson University
    Leadership & Management
  • Fair Lawn High School
    Fair Lawn High School
    General Studies

Frequently Asked Questions about Brian Goldschmidt

What company does Brian Goldschmidt work for?

Brian Goldschmidt works for Morgan Stanley

What is Brian Goldschmidt's role at the current company?

Brian Goldschmidt's current role is Operations Analyst at Morgan Stanley.

What is Brian Goldschmidt's email address?

Brian Goldschmidt's email address is br****@****ley.com

What schools did Brian Goldschmidt attend?

Brian Goldschmidt attended Towson University, Fair Lawn High School.

What skills is Brian Goldschmidt known for?

Brian Goldschmidt has skills like Leadership, Social Media, Stock Market, Google Sheets, Sales, Listening, Negotiation, Finance, Team Leadership, Google Slides, Strategic Planning, Google Docs.

Who are Brian Goldschmidt's colleagues?

Brian Goldschmidt's colleagues are Enri John Angeles, Jasmine Lu, Terron D. Dawson, Vincent Wang, Yiqiu Wang, Pratibha Hosley, Eduardo Ledesma.

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