Cory Constantine Email & Phone Number

Philadelphia, Pennsylvania, United States

Philadelphia, Pennsylvania

• Responsible for the oversight of the firm's segregated assets for customer protection.
• Identifies and performs due diligence on lost and inactive client accounts that are subject to state-specific unclaimed property laws.
• Facilitates the transfer of cash and assets by working with appropriate departments to ensure the timely delivery to state’s unclaimed property division.
• Responsible for the daily review of Municipal Shorts and the follow-up to resolve the short position.
• Performs daily review of internal reconciliation reports.
• Identify operational gaps across department lines in order to mitigate risk to the firm.

Mt. Laurel, NJ

• Licensed loan officer with the ability to write mortgages in 18 different states.
• Specialized in the utilization of home equity refinancing for debt consolidation and credit improvement.
• Analyzed clients credit, property value, and financial history in order to grant loan approval.
• Passed S.A.F.E. Exam on first attempt.

Greater Philadelphia Area

• Ensured the Office of Student Engagement's accounts payable journal entries were accurate and organized.
• Helped staff prepare a budget to wisely manage their annual funding from the university.
• Conducted a campus-wide community service project for incoming freshman on campus. Acted as the liaison between the university and Philadelphia non-profits in order to create service projects on and off campus.
• Assisted with several new-student orientations to guide incoming freshmen, transfer students, and international students around campus.

Bachelor Of Science (B.S.), Accounting

Activities and Societies: National Society of Leadership and Success Accounting Society WPHU RadioI attended Philadelphia University from.

Education record