Denise Carty Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Promoted to Officer within 6 months of hire.• Assisted in training newer team members with daily tasks.• Communicated trade-related and administrative matters effectively with senior clients.• Guided clients through the trading process and drafted necessary paperwork.• Enforced high levels of compliance to prevent fraudulent activity and data disclosures.• Collaborated with other departments, including Custody, Reporting, and Onboarding Teams

Boston, Massachusetts, United States

• Guide clients through the process of trading amongst their accounts and draft the applicable paperwork• Enforce high levels of compliance on an ongoing basis to prevent fraudulent activity and inadvertent data disclosures• Work with other departments including our Custody, Reporting, and Onboarding Teams to address items directed to Client Support

Greater Boston Area

• Gathered financial performance data and created reports for clients.• Interacted with custodian banks and reconciled portfolio returns

Boston

• Coordinate the activities associated with a client onboarding or modification events• Act in a project management capacity to:• Interact with clients, sales people and account managers to develop a full understanding of client profile and requirements • Interact with key clients as needed to enhance working relationships and gain better understanding of client needs• Develop a clear understanding of how client profiles and requirements intersect with transaction systems• Identify solutions for implementing client requirements relative to their participation in Global Markets products, with particular emphasis on Foreign Exchange• Gather requisite data and documents from internal or external sources as appropriate; review and analyze data and documents to ensure accuracy; route requisite data and documents to appropriate stakeholders• Ensure accuracy of client static data and account set up on transaction systems• Drive all onboarding related workflow activities including the exchange of information and the gathering of approvals• Track and monitor potential onboarding issues and delays escalating as necessary

Boston

• Handled incoming calls, emails, and internal sales inquiries.• Assisted clients through calls, chats, and emails.• Prospected new clients with international exposure.• Served as the point person on various projects.

• Managed an eight-member team charged with the day to day confirmation and settlement of foreign exchange (FX) transactions. • Point person for interaction with institutional clients and internal departments to ensure service levels met with departmental policy. • Served on task forces and teams regarding projects, which affected FX Operations.

Nanodegree, Front End Web Developer

Grow with Google Developer Scholarship recipient into this program.

Master Of Business Administration (Mba), International Business

Education record