Richard Carlton Email and Phone Number
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Cash and Trade Analyst at Citi applying my knowledge and experiences in a challenging and productive work environment. Self-motivated and outgoing individual.
Citi
View- Website:
- citigroup.com
- Employees:
- 201877
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Vice President- Treasury Liquidity TransformationCiti Dec 2023 - PresentTampa, Florida, United States
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Vice President - Income & ExpenseCiti Sep 2022 - Dec 2023Tampa, Florida, United States
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Assistant Vice President- Futures BrokerageCiti May 2021 - Sep 2022Tampa, Florida, United States
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Cash & Trade Intermediate AnalystCiti May 2019 - May 2021Tampa/St. Petersburg, Florida Area
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Cash & Trade Associate AnalystCiti May 2017 - May 2019Tampa/St. Petersburg, Florida Area• Provide daily analytical and processing support including root cause analysis, static data setup, reconciliation, and adjustment of commission and fees.• Provide monthly processing support including interest posting and exchange fee rebates • Work with the business and other firms to document and execute commission and fee agreements• Set up and maintain Static data that drives client rates and fees
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Finance InternConnectwise Jul 2016 - May 2017Tampa, Florida• File documentation for audit trail and conduct account research and analysis as needed• Assist with the Revenue Recognition team as needed• Assist in processing service tickets in the ConnectWise system• Proficient with Microsoft Dynamic GP financial accounting system -
Administrative AssistantMcnatt Plumbing Company, Inc. Nov 2015 - Jul 2016Tampa/St. Petersburg, Florida Area• File purchase orders to corresponding job numbers for job materials.• Transfer invoices to job-power software for billing.• Call inspections into different county’s.• Assist with payroll duties by organizing records into a reader-friendly format.
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Retail SalesPacific Sunwear Jul 2015 - Nov 2015Tampa, Florida -
Bank TellerTd Jun 2013 - Jun 2014Crystal River, Florida• Day-to-day bank transactions such as depositing and withdrawing funds for over 200 customers per week.• Resolved customers’ account problems while providing quality customer service.• Excelled in a team environment by collaborating with 8+ other employees including management, compliance and IT.• Extensive knowledge of Microsoft Office 2013(Excel, Word, Power Point, and Access).
Richard Carlton Skills
Richard Carlton Education Details
Frequently Asked Questions about Richard Carlton
What company does Richard Carlton work for?
Richard Carlton works for Citi
What is Richard Carlton's role at the current company?
Richard Carlton's current role is Vice President- Treasury Liquidity Transformation.
What is Richard Carlton's email address?
Richard Carlton's email address is ri****@****ing.com
What is Richard Carlton's direct phone number?
Richard Carlton's direct phone number is +181399*****
What schools did Richard Carlton attend?
Richard Carlton attended University Of South Florida, Florence University Of The Arts.
What skills is Richard Carlton known for?
Richard Carlton has skills like Microsoft Office, Microsoft Excel, Customer Service, Leadership, Time Management, Microsoft Word, Public Speaking, Social Media, Teamwork, Team Leadership, Powerpoint, Social Networking.
Who are Richard Carlton's colleagues?
Richard Carlton's colleagues are Margoth Perez, Tim Hilary, Gurpreet Singh, Eva Fulop, Ralph Cruz, Kelli Aberson, Akhil Sharma.
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