David Padro Email & Phone Number

Tampa/St. Petersburg, Florida Area

Analyze new issue domestic equity IPOs and municipal debt; review data to ensure compliance with internal standards and operational arrangement guidelines. Produce comprehensive monthly reports to communicate volume and time management matters pertaining to new issues processed; relays data to management staff.· Lead risk management and mitigation efforts by ensuring consistent compliance with the operational arrangement; perform detailed analysis to proactively identify risks and… Show more Analyze new issue domestic equity IPOs and municipal debt; review data to ensure compliance with internal standards and operational arrangement guidelines. Produce comprehensive monthly reports to communicate volume and time management matters pertaining to new issues processed; relays data to management staff.· Lead risk management and mitigation efforts by ensuring consistent compliance with the operational arrangement; perform detailed analysis to proactively identify risks and initiate any corrective action.· Answer participant inquiries and provide high-level support with IPO and municipal debt-related matters; provide strategic guidance and serve as an expert resource.· Selected to participate in a leadership development program, rising stars, within the global operations and client services department; Given networking and leadership opportunities to foster potential growth.·Leads departmental information sessions on various topics. Show less

Efficiently process transactions and provide expert-level support while achieving compliance with corporate standards; maintain operational efficiency and effectiveness. Conduct comprehensive research into client and account histories to facilitate the production process. Analyze transaction requests and verifies key data.• Mitigate and minimize any legal and financial risks to the organization and the clients; proactively identify errors, create comprehensive plans to eliminate… Show more Efficiently process transactions and provide expert-level support while achieving compliance with corporate standards; maintain operational efficiency and effectiveness. Conduct comprehensive research into client and account histories to facilitate the production process. Analyze transaction requests and verifies key data.• Mitigate and minimize any legal and financial risks to the organization and the clients; proactively identify errors, create comprehensive plans to eliminate re-occurrence, and seamlessly execute plans• Eliminated the need to re-enter key transaction information by effectively verifying and proofreading all information; achieved timely and accurate request processing and expedited processing activities Show less

Tampa, Florida

Deliver high-level support and assistance to clients and establish new client brokerage accounts; evaluate all accounts to identify opportunities for financial growth and effective asset maintenance. Efficiently processes client deposits into existing brokerage accounts. Accurately calculate distributions for customer IRA accounts.• Establish, strengthen, and maintain productive relationships with customers and deliver world class services and support; serve as the first… Show more Deliver high-level support and assistance to clients and establish new client brokerage accounts; evaluate all accounts to identify opportunities for financial growth and effective asset maintenance. Efficiently processes client deposits into existing brokerage accounts. Accurately calculate distributions for customer IRA accounts.• Establish, strengthen, and maintain productive relationships with customers and deliver world class services and support; serve as the first point-of-contact and provide information regarding key stocks• Create and maintain Excel spreadsheets to track critical financial data and streamline key processes; facilitates the retrieval of customer information and process all incoming paperwork and new reports Show less

Tampa, Florida

Initiated effective strategies utilizing consultative sales approaches; conducted needs analysis, presented solutions to provide the optimal experience, and closed new sales. Established professional relationships with customers and delivered world class services; consistently exceeded customer goals and generated referrals.• Spearheaded strategic marketing campaigns to maximize exposure and identified and capitalized on revenue generating opportunities; successfully increased revenue… Show more Initiated effective strategies utilizing consultative sales approaches; conducted needs analysis, presented solutions to provide the optimal experience, and closed new sales. Established professional relationships with customers and delivered world class services; consistently exceeded customer goals and generated referrals.• Spearheaded strategic marketing campaigns to maximize exposure and identified and capitalized on revenue generating opportunities; successfully increased revenue and optimized direct performance• Launched and directed the day-to-day operations of the company; produced comprehensive reports, generated forecasts, handled accounts payables and receivables and composed new correspondence Show less

Education record

Bachelor Of Science (B.S.), Finance

Associate Of Science, Liberal Arts