David Lewis Email & Phone Number

Elizabeth, New Jersey, United States

• Coordinate 60 delivery drivers and oversee the day-to-day responsibilities
• Work to ensure all routes have been assigned and all packages have been staged for each driver
• Recruit new employees through frequent interviews and organize proper training
• Ensure each driver provides excellent customer service and they understand and adhere to the metrics they are reviewed with daily
• Coach any driver who may need improvement in any of the categories Amazon grades them on
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New York City

• When Trade X Partners acquires an asset/inventory through a barter transaction, we remarket it to preapproved channels of distribution. The sale is completely controlled by the client. We are committed to brand.
• Responsible for the Remarketing and sale of any asset, acquired from a barter transaction, through approved distribution channels and approved vendors. Assets included Home appliances, Real Estate, HBA Products.
• Responsible for the Remarketing and sale of any asset, acquired from a barter transaction, through approved distribution channels and approved vendors. Assets included Home appliances, Real Estate, HBA Products.
• Built a network of resources across virtually all product sectors in order to create Remarketing solutions for even the most challenging situations
• Create and maintain a system for billing customers via invoices and track their terms and incoming payments
• Perform necessary research to become an expert on any asset we are tasked with selling

Jersey City, NJ

• Review of Subscription/Transfer documentation to ensure all necessary items are received and AML & KYC requirements have been met
• Work with the client to ensure all deliverables, ie Capital Calls/Distributions, notifications are created, reviewed, and released to the investors in a timely fashion
• Actively track all fund activity to make sure all monies for Capital Calls have been received by deadline, and all funds for distributions have been released, as stated in the notices
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• Work with Fund Accounting to create and distribute Audit requests as instructed
• Coordinate with the client to keep all investor records up to date, ie wire instructions and personal information

Greater New York City Area

• Manage day to day relationships with institutional and ultra high net worth clients for all investor related inquiries across multiple private equity portfolios
• Partner with financial reporting and senior management to provide investors with monthly estimated fund performance, transparency reports and quarterly capital account statements
• Perform AML and KYC review of subscription documentation, including OFAC checks, to ensure compliance with all regulatory guidelines and… Show more
• Perform AML and KYC review of subscription documentation, including OFAC checks, to ensure compliance with all regulatory guidelines and requirements
• Collaborate with marketing teams to design pitchbooks and newsletters for existing and prospective investors
• Liaison with controllers and fund administrators to ensure investors receive all capital activity notifications such as drawdown and distribution alerts

Somerset NJ

• Responsible for accurate processing and maintenance of partnership registers and documentation for the Hedge funds we administer
• Responsible for ensuring that prospective investors meet eligibility, compliance and anti-money laundering guidelines during the process of investor related transactions, which includes subscriptions, redemptions, the.
• Reconcile trade… Show more
• Reconcile trade information received with the clients expected transactions as well as the monies received from investors
• Develop and grow relationships with the Financial Advisors and clients
• Subject matter expert for Client and Investor inquiries regarding their transactions and documentation outside of the trade processing cycle

Hopewell NJ

• Process phone requests from internal clients for domestic branch offices establishing and maintaining client accounts
• Work on projects that will enhance the firm’s service model, to keep our area working as efficiently and effectively as possible (i.e 1099 project, SCP, EAO, Business cross training, ASAT Committee, Team lead)
• Deliver high quality customer service by keeping up-to-date with policies and procedures in order to provide complete and accurate explanations to inquiries… Show more
• Deliver high quality customer service by keeping up-to-date with policies and procedures in order to provide complete and accurate explanations to inquiries through inbound phone calls
• Stress client focus by adhering to department call center metrics requirements, such as schedule (compliance), call/hold duration, call tracking and accuracy
• Assist in developing standardized processes, routines, forms and systems to increase productivity of the team Show less

Wall Township NJ

• Analyze existing client portfolios by creating asset allocation report to determine proper diversification and risk compared to return; Design custom models based on investment objectives and risk tolerance
• Case design and preparation for a senior partner (team leader), utilizing Professional and Profiles+™ Forecaster software and KYC techniques to identify the client’s financial position as compared to defined targets
• Implementation of effective marketing initiatives designed to… Show more
• Implementation of effective marketing initiatives designed to cultivate relationships with high net-worth individuals and business owners
• Follow each case simultaneously through the underwriting process until completion, and keep constant contact with underwriting, E-New business, and clients to track and follow-up on the status of each case Show less