Christian Hamilton

Christian Hamilton Email and Phone Number

Manager (ICS) at Andersen @ Andersen
san francisco, california, united states
Christian Hamilton's Location
Clarksburg, Maryland, United States, United States
Christian Hamilton's Contact Details

Christian Hamilton personal email

n/a
About Christian Hamilton

Experienced Operations Manager within Wealth Management and reporting. Specialized in back office operations with the ability to manage people as well as projects. Played a vital role in the growth and expansion of a small niche wealth management firm starting as an intern and working up to management level.

Christian Hamilton's Current Company Details
Andersen

Andersen

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Manager (ICS) at Andersen
san francisco, california, united states
Website:
andersen.com
Employees:
1561
Christian Hamilton Work Experience Details
  • Andersen
    Manager
    Andersen Sep 2022 - Present
    Mclean, Virginia, United States
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  • Choreo
    Operations Hub Lead
    Choreo Feb 2022 - Sep 2022
    Gaithersburg, Maryland, United States
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  • Rsm Us Llp
    Client Services Representative
    Rsm Us Llp Jul 2017 - Feb 2022
    Gaithersburg, Md
    Recommend customized financial solutions to senior managementMonitor client accounts and protfoliosResearch financial instruments for portfolio optimizationReview client reports for accuracy and allocation needsInvestigate financial needs of clients
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  • Wells Fargo
    Foreign Exchange (Fx) Investigations Manager
    Wells Fargo Oct 2016 - Jul 2017
    Charlotte, North Carolina Area
    Review and approve SWIFT messages and payment orders.Monitor aged investigations cases to ensure primary investigator completes case.Working internally to create team to focus solely on servicing outbound payments.Collaborating with external groups to document procedures and increase efficiencies within the newly created team. Produce and disseminate metrics tracking open investigations, efficiencies and timeliness. Process multiple FX Investigation case types including returns, beneficiary claims non-receipt, and cancellation requests.
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  • Lpl Financial
    Manager, Operations (Brokerage)
    Lpl Financial Apr 2012 - May 2016
    Charlotte, North Carolina Area
    Managed day-to-day operations for a team of approximately 40 FTE and Contractors within the Account Reconciliation Department including off shore resources. Supported Operational responsibility movement from Fortigent LLC to LPL Financial while relocating from Rockville, MD to Charlotte, NC. Set up and administered training for all resources being a Subject Matter Expert on reconciliation, processing, workflow, and metrics. Team production was based on over 50,000 custodial and alternative accounts utilizing 300+ custodians and hedge fund providers.
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  • Fortigent
    Associate Director (Manager)
    Fortigent May 2010 - Aug 2013
    Alternatives
    Managed day-to-day operations for a team of 20+ FTE and Contractors within the Account Reconciliation Department. Team production was based on over 50,000 custodial and alternative accounts utilizing 300+ custodians and hedge fund providers. Managed both the Alternative and Brokerage reconciliation teams at separate times, which have significantly different workflows. Implemented a number of changes and workflow enhancements overtime to increase efficiency, productivity and accuracy.
  • Fortigent, Llc
    Senior Lead Analyst
    Fortigent, Llc Apr 2008 - May 2010
    Rockville, Md
  • Fortigent, Llc
    Senior Analyst
    Fortigent, Llc May 2006 - Apr 2008
    Rockville, Md
    Focused on reconciliation of Alternative accounts and client support of items related to Advisor Reports with an increased responsibility for leadership and employee improvement. Established training and new hire on-boarding processes. Communicate with Technology/Development team to support and implement proprietary portfolio accounting software enhancements and fixes.
  • Fortigent, Llc
    Analyst
    Fortigent, Llc Apr 2005 - May 2006
    Rockville, Md
    Assigned nearly 275 brokerage/custodian accounts per month based on statement frequency. Performed manual account reconciliation for a wide range of custodial accounts for ultra-high net worth client reporting.Utilized Advent Axys for daily reconciliation responsibilities while consistently meeting deadlines assigned by client report due date.Contacted custodians to receive account information in order to process accounts.Established a data feed with one custodian to move accounts from manual to automated reconciliation to add efficiencies.Performed 1099 tax form reconciliation
  • Lydian Wealth Managament
    Contractor - Consulting Support
    Lydian Wealth Managament Nov 2004 - Apr 2005
    Rockville, Md
    Supported consulting team daily responsibilities for client servicing purposes.Updated asset allocation tables for investor clients to reflect movements to move assets towards a specified targetContacted custodians to acquire cost basis information for securities.Worked with client base and Service team to acquire documents and signatures for authorization to account information.
  • Chase Home Finance
    File Intake Team Lead
    Chase Home Finance Jul 2002 - Oct 2004
    Gaithersburg, Md
    Led a team of 8-12 members tasked with all inbound mail with the company and data entry for account information.Received 5 awards for internal accomplishments.Documented and tracked all mail received in the office via physical mail and fax in Excel sheet.Disbursed all documents to proper department based on the status of the loan process.Communicated with all departments to ensure all loan packages had all necessary documents.Entered loan and applicant data and assisted in the mortgage loan application process.
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Christian Hamilton Skills

Investments Wealth Management Portfolio Management Asset Allocation Financial Analysis Mutual Funds Alternative Investments Analysis Equities Bloomberg Asset Management Financial Modeling Hedge Funds Financial Services Management Investment Management Fixed Income Investment Advisory Financial Planning Microsoft Office Finance Investment Strategies Microsoft Excel Series 7 Securities Financial Advisory Leadership Business Analysis Series 63 Retirement Planning Microsoft Word Account Reconciliation Training Customer Relationship Management

Christian Hamilton Education Details

Frequently Asked Questions about Christian Hamilton

What company does Christian Hamilton work for?

Christian Hamilton works for Andersen

What is Christian Hamilton's role at the current company?

Christian Hamilton's current role is Manager (ICS) at Andersen.

What is Christian Hamilton's email address?

Christian Hamilton's email address is ch****@****oup.com

What schools did Christian Hamilton attend?

Christian Hamilton attended Mcdaniel College, Seneca Valley High School.

What are some of Christian Hamilton's interests?

Christian Hamilton has interest in Poverty Alleviation, Children, Education, Health.

What skills is Christian Hamilton known for?

Christian Hamilton has skills like Investments, Wealth Management, Portfolio Management, Asset Allocation, Financial Analysis, Mutual Funds, Alternative Investments, Analysis, Equities, Bloomberg, Asset Management, Financial Modeling.

Who are Christian Hamilton's colleagues?

Christian Hamilton's colleagues are Serena Jeon, Yuchi Chen, Lianna Gonzales, Ron Adams, Taylor Rebone, Nancy Sierra, Heidi Hartje.

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