Chris Comerford Email & Phone Number

Plymouth Meeting, PA, US

Horsham, Pennsylvania

Philadelphia, Pennsylvania

- Prepare STAT to GAAP journal entries for Company and affiliates for the month end close.- Review holdings, income, and gains reports to ensure consistency.- Research interest income variances for accuracy.- Established and documented new process for monitoring interest income ledger with outside vendor and oversee ongoing implementation. - Spearheaded.

Boston, MA

- Analyze validity of transactions utilizing system-based P&L data for pricing impacts to daily fund portfolio.- Coordinate with other Client Service groups to identify issues and to ensure timely resolution of client inquiries and improvement of service levels.- Responsible for dictating team direction and activities while establishing and supporting the.

- Process accurate results in side-by-side comparisons with the BBH database.- Identify exceptions and problems affecting accounting records and prices, communicating same to superiors, and assisting in their resolution.- Reconcile funds and link inconsistencies and communicate with Client Service and trade groups to improve processes.- Identify.

Everett, MA

- Lead specialist responsible for bank's initial Emerging Markets debt fund(50M+).- Experience with a variety of funds including Emerging Markets, Frontier Markets, International Small Cap and US Managed Volatility, among others.- Provides professional support to clients and investment managers through timely and accurate trade settlements and full.

Everett, MA

- Resolve any problems that arise during the valuation process directly or through research with other functional areas as well as on Bloomberg and communicating this to all parties.- Reconcile all fixed income and international accounts on a weekly and monthly basis.- Prepares standard and customized clients daily, weekly and monthly reports- Run daily.

- Analyze certificate requests and ensure client/s needs are met. - Prepare presentations and proposals for client/s.- Provide information concerning insurance packages, the range of risk coverage and other policy features.

- Drafting correspondence for all parties in high interest claim cases.- Handling data entry for incoming claims cases.- Responsible for the maintenance of reports and documents of the client/s.

- Handled data entry for new account owners.- In charge of sending new accounts to financial planners.- Provided telephone support for customers regarding problems with their current account/s.