Brian Soloway Email & Phone Number

Successfully oversees the start-up and development of new projects.Oversees the strategic management and operational oversight of the company's job sites.Interface with partners and clients to develop and maintain organizational strategies, operational efficiencies, and proposals for increasing technical efficiency and improving profitability.

Reconciled trades processed through the NSCC trading platform and the tracking of resulting settlements. Involved with the establishment of new funds and the posting of dividends onto the SunGard OMNIPLUS recordkeeping system. Trained new hires and the management of ad hoc projects. Worked directly with mutual fund houses regarding new fund adds and commissions.

Formerly Mellon HR Solutions Reconciled various clearing and suspense accounts for defined contribution plans. Implemented and tested automated reconciliation system. Ensured a seamless transition to the new automated system by maintaining a manual reconciliation.

Accounts ReceivableProcessed accounts receivable.Processed patient scheduling, records retrieval and retention. Interacted with insurance companies on a daily basis to insure proper payment.

Responsible for the managing of all day-to-day trust service activities; this included servicing and delivery of employee benefit trust accounts. Managed a staff of 40 employees including four supervisory personnel and three senior technical employees. Involved with the establishment of policies and procedures for staff. and to ensure compliance with existing controls and the production of control reports. In charge of all hiring, development, performance appraisal and career paths of staff and the projections of new staffing requirements and compensation. Involved with all audits both internal and external for both trust operations as well as all of 401(k) operations. Involved with the preparation and delivery of client 5500. Supervised group of trustee only administrators involved with the trading of mutual funds via a broker dealer system. Worked on various projects including system pricing and interfacing. Interacted with brokers, Stock Transfer Agents, and clients regarding administrative services issues. Involved in the preparation of the annual budget.

Managed all aspects of record keeping and client plan administration for various 401(k) defined contribution plans. Interfaced directly with client to ensure timely and accurate processing. Performed fund value calculations and reconciliations. Handled participant transactions, including transfers, disbursement, generation of participant account statements, and year-end tax reporting. Performed discrimination testing for 401(k) plans. Managed all account analysis, correspondence, and client inquiry functions. Supervised and trained a staff of three administrators.

Responsible for asset administration, fund valuations and all fiduciary functions for corporate savings and investment plans. Responsible for the implementation of quality control procedures and the training of new employees. Prepared correspondence relating to client inquiries. Analyzed workflow problems and the implementation of resolutions.