Bridget Mcgloine Email & Phone Number

Greater New York City Area

• Process designated sales credits to internal accounts for both lead and co-managed fixed income deals.
• Obtain CUSIP numbers from the S&P industry utility for new issues.
• Balance syndicate system and trading account.
• Participate in formal closing call with the issuer, transfer agent, investment banker, and members of DTC on value date.
• Deal with closing wire for new issues involving large sums.
• Process securities invoices from remarketing deals.

55 Water St New York, NY

• Preformed all necessary tasks required to onboard and maintain all new institutional clients.
• Configured clients accounts activations on various internal and external systems.
• Monitor clients credit risk using specific risk management tools.
• Worked closely with institutional sales to meet the specific needs of clients and business requirements.
• Created and maintained relationships with the firm’s clients, prime brokers, platform providers, technical partners and internal departments.
• Complied and analyzed periodic revenue capture reports

800 7th And 57th St New York, NY

• Facilitate guest inquiries and reservations through a multiple phone line system for six different restaurants, handling upwards of 300 calls per shift.
• Organize delivery orders for four restaurants, averaging sales of $2,000.00 per day accurately inputting all information.
• Train and supervise employees on procedural processes ensuring optimization of guest satisfaction.
• Adapt at working in a fast-paced environment with the ability to think quickly while remaining calm and composed, successfully handling diverse customer issues/questions on a daily basis.
• Developed and implemented a customer friendly based guideline, enhancing the communication and efficiency of data imputing skills for employees to enhance sales.

75 Broad Street Manhattan, NY

• Inputs data from the Real Estate Board of NY via the RLS feed in a timely and accurate manner into the web-based information system.
• Review data for deficiencies or errors, correct any incompatibilities if possible and check output.
• Assists in the compilation of statistical information for special reports for company’s website.
• Provided assistance and guidance to other data entry departments when needed.

Karnataka, India

• Engaged in research about the financial systems in India while working with professors from the Department of Commerce at Manipal University to implement a microfinance model in a nearby village.
• Learned about current microfinance models that are being used and how the banking system in India works.
• Conducted financial literacy workshops in government schools to help spread financial knowledge.
• Partnered with a local NGO who helped implement the microfinance model we created.