Brian Schutter Email & Phone Number

- Volunteer at a non-profit pre-school co-operative - Responsible for budget and finances for small business with 11 employees and $600,000+ in revenues.

- Responsible with helping fixed income traders and portfolio managers with trade flow. - Created excel based tools to assist monitoring day over day returns for a user specified return period segmented by asset class and portfolio family grouping.- Worked on developing a round robin base trade allocation algorithm utilized by residential and commercial mortgage teams.- Rolled off market interest rate swaps (G10 currencies) into current strike swaps. These rolls were prior to the standardization of interest rate swaps for clearing houses/electronic trading.- Traded low duration government bonds.

- Responsible for maintaining and monitoring an internal security and mutual fund database.- Worked with external data vendors and coordinate the delivery of the data to internal business groups- Develop procedures and workflows for system processes and data integrity checks

- Responsible for maintaining general ledger account balance across numerous mutual funds- Responsible for ensuring accurate net asset values (NAV) for all mutual funds. Prepared documents for annual audits of the mutual funds