Brian Goldschmidt Email and Phone Number
Brian Goldschmidt work email
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Brian Goldschmidt personal email
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.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 94640
- Company phone:
- (212)761-4000
-
Morgan StanleyLutherville-Timonium, Md, Us -
Operations AnalystMorgan Stanley Jul 2022 - PresentNew 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 -
Finance & Project Management InternUniversity Of Maryland St. Joseph Medical Center Jun 2021 - Dec 2021Towson, 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 -
Treasurer/Exchequer (Executive Board)Alpha Epsilon Pi Jan 2019 - Dec 2020Indianapolis, 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 -
Fundraising ChairAlpha Epsilon Pi Aug 2019 - Dec 2019Indianapolis, Indiana, Us● Spearheaded events that generated over 50% of yearly revenue in less than 5 months -
Real Estate Analyst Intern/Business Finance InternGotham 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
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Head Party ProBounceu Jun 2017 - Jun 2018Phoenix, 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 -
Valet Parking ManagerTri-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 -
Head Cashier/TrainerKings Foods Aug 2015 - Jun 2017Parsippany, Nj, Us• Responsible for training new cashiers; Received commendations for customer service; Store manager favorite for special projects
Brian Goldschmidt Skills
Brian Goldschmidt Education Details
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Towson UniversityLeadership & Management -
Fair Lawn High SchoolGeneral 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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