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 development and execution of process workflow document to improve partnership with outside service provider.- Responsible for the creation of a monthly holdings summary and analysis for two institutional level clients.- Lead subsequent reporting presentation for client CFO and executive team.- Partner with internal stakeholders to promote overall process efficiency and improve client deliverables.

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 business case for new product testing.- Develop key internal relationships to proactively aid in the resolution of client issues.- Participate in the interview and selection process for job applicants, and assist new staff members in learning job specific tasks.- Analyze validity of transactions for pricing impact to portfolio, escalating issues based on set tolerances.- Supporting the development and testing of new bank-wide database that will be used to create manual NAVs and improve overall bank efficiency.- Conducting year-end reviews of two direct reports.- Proactively seek opportunities to optimize team performance and efficiency through diligent record-keeping and data analysis. - Collaborate with specialized team to identify and alleviate 100+ cash breaks prior to year end.- Developed and executed new team-wide approach to employee development through interactive weekly sessions.

- 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 inefficiencies and areas for improvement across the team to reduce risk and bolster overall performance.

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 investment of cash balances while minimizing risk.- Work diligently as a supportive team member by reviewing others work, training new group members and volunteering to work on new client intakes.- Serve as the point of contact for clients to direct their concerns and inquiries towards the resolution of various processing, accounting and reporting issues on a daily basis.

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 proof report to ensure all accounts are in balance and if not make the necessary adjustments- Book and settle various trades when necessary- Process wires on webSTP to pay quarterly management fees- Adjust daily fund shares and run macros for these adjustments

- 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.