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David Khan is listed as Associate at Silvercrest Asset Management at Silvercrest Asset Management, based in New York, United States. AeroLeads shows a work email signal at jpmchase.com and a matched LinkedIn profile for David Khan.
David Khan previously worked as Operations Associate at Silvercrest Asset Management and Prime Client Operations Associate at Jpmorgan Chase & Co.. David Khan holds Bachelor Of Business Administration (B.B.A.), International Business, International Affairs from The George Washington University.
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AeroLeads found 1 current-domain work email signal for David Khan. Compare company email patterns before reaching out.
Experienced Operations professional with a proven track record at JP Morgan Chase & Co., where I specialized in overseeing security trades and optimizing client service for global hedge fund clients. At Fidelity Investments, I demonstrated expertise in risk mitigation, leveraging advanced MS Office skills and strong communication abilities to drive process improvements and operational excellence. Currently, I serve as an Operations Associate at Silvercrest Asset Management, focusing on settlements and reconciliation to ensure smooth and efficient operations. A dedicated financial services professional with a B.B.A. in International Business and International Affairs from The George Washington University.Feel free to contact me at davidzareef@gmail.com
Listed skills include Microsoft Powerpoint, Microsoft Word, Research, Project Management, and 5 others.
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A career timeline built from the work history available for this profile.
New York, Ny, Us
• Manage domestic and international settlement confirmations and verifications through platforms such as CTM, DTCC, and FIX.• Investigate and resolve complex reconciliation issues, maintaining data integrity and accuracy.• Liaise with clients, custodians, and brokers to facilitate seamless communication and issue resolution.• Collaborate with technology and performance teams to execute special projects and improve operational workflows.
New York, Ny, Us
● Point of contact for Clients on all operational issues including: trade bookings, settlement exception, documentation, audit, technology, account set up and legal documentation, client reporting resolving client inquiries timely ● Coordinated globally with London and Asia peers on process/system improvements, and client relationships ● Supported clients trading Equities and Fixed Income in local and global markets ● Performed root cause analysis for their respective clients to increase STP and reduce client inquiries and partner with client service teams to help change client behavior where required to remove manual processes. ● Communicated open issues to the external client and internal client service rep in a clear and concise manner, ensuring a full understanding of the issue ● Consolidated rejected trades department-wide and organized data by Firm, Age, Client Facing Coverage, and reasons for rejection.● Examined files uploaded via the TM admin program (TRS) to ensure proper formatting and mapping.● Partnered with a technology strategy team to help identify internal and external facing technology improvement opportunities.
Boston, Ma, Us
• Continued within the Accounts Control department• Mitigated risk and ensured proper controls around the mutual fund through communicating with multiple departments and banks• Updated process reports and support the quarterly securities count• Monitored discrepancies between Fidelity and trading partners prior to trade being settled• Mastered Fidelity unique computer programs such as FBSI, Frontier and ViewDirect to create various break reports
Boston, Ma, Us
• Worked within Accounts Control while completing a Fidelity YOU (Year One University) training program• Conducted various daily reconciliation reports using Microsoft Excel and Outlook• Communicated with associates in different branches to complete various projects using surveyed data across all Fidelity sites within the United States
Boston, Ma, Us
• Worked within the Treasury department under Cash Management Administration• Processed check deposits returned under customer brokerage accounts, using XTRAC (a program unique to Fidelity)• Composed monthly reporting that help analyze team accuracy and identifies error trends• Redesigned monthly FDIC sweep reporting; report provides senior management with an executive summary• Collaborated with an intern team to present senior leaders a customer retention solution, using artificial intelligence
Washington, Dc, Us
Office of Representative Kathleen Rice (NY-04)• Collaborated with the legislative staff by conducting background research for committee hearings and completing various administrative tasks • Assisted with constituent correspondence by answering phone calls and batching opinions on Intranet Quorum for sending mass emails and letters• Attended interest briefings, focused on relevant matters and improvements, and drafted policy memos for the Congresswoman• Wrote letters and assisted with media clips
New York, Ny, Us
• Worked with the research team to develop an earnings database for the firm• Reconciled cash between the funds and the management company • Booked flights for portfolio managers to assist with their travel • Researched office supplies and compared prices to find best-valued items and lower company expenses
Quick answers generated from the profile data available on this page.
David Khan works for Silvercrest Asset Management.
David Khan is listed as Associate at Silvercrest Asset Management at Silvercrest Asset Management.
AeroLeads has found 1 work email signal at @jpmchase.com for David Khan at Silvercrest Asset Management.
David Khan is based in New York, United States while working with Silvercrest Asset Management.
David Khan has worked for Silvercrest Asset Management, Jpmorgan Chase & Co., Fidelity Investments, U.S. House Of Representatives, and Rtw Investments, Lp.
You can use AeroLeads to view verified contact signals for David Khan at Silvercrest Asset Management, including work email, phone, and LinkedIn data when available.
David Khan holds Bachelor Of Business Administration (B.B.A.), International Business, International Affairs from The George Washington University.
David Khan is listed with skills including Microsoft Powerpoint, Microsoft Word, Research, Project Management, Social Media, Microsoft Excel, Management, and Microsoft Office.
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