Dylan Walters

Dylan Walters Email and Phone Number

Senior Associate @ SS&C Technologies
Dylan Walters's Location
Brooklyn, New York, United States, United States
Dylan Walters's Contact Details

Dylan Walters personal email

n/a

Dylan Walters phone numbers

About Dylan Walters

Dynamic finance professional with a Bachelor's degree in Finance from Baruch College and a track record of success in investor relations, client service, and real estate sales. Experienced in financial analysis, compliance, and client relationship management. Skilled in leading cross-functional teams, driving operational efficiencies, and delivering exceptional client service. Proficient in Microsoft Office Suite, Salesforce, and Bloomberg, with certifications in financial modeling from Wharton. Strong communication skills and a collaborative problem-solving approach.

Dylan Walters's Current Company Details
SS&C Technologies

Ss&C Technologies

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Senior Associate
Dylan Walters Work Experience Details
  • Ss&C Technologies
    Senior Associate
    Ss&C Technologies Mar 2022 - Present
    Windsor, Ct, Us
    View
  • Nest Seekers International
    Real Estate Agent
    Nest Seekers International Feb 2017 - Present
    New York, Ny, Us
    • Assist Investors, potential homeowners and renters in buying and selling real estate throughout New York City• Represent buyers and sellers in purchase of property and rental units throughout New York City• Provide estimates and analytics of building and home monetary values to help clients make investment decisions
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  • Globetax
    Associate
    Globetax Jul 2019 - Mar 2022
    New York, Ny, Us
    -Demonstrate advanced understanding of the dividends, investment instruments, (e.g. depositary receipts), international financial markets and the firm’s proprietary systems.- Own the tax reclamation process of 4 markets Spain, Norway, Italy, and Ireland mastering nuances and assisting in other markets when necessary.- Coordinate FXs and process payments, ensuring funds are distributed to the proper clients promptly.- Build and code registered shareholder files in Excel using Index Matching and other formulas.- Generate monthly invoicing reports for senior management, including billing for all markets that fall under my team.- Analyze the company’s YTD revenue P&L from prior years against current results for each market to incorporate business intelligence efforts and future projections.- Assist the Sales, Relationship Management, and Business Development teams with market specific strategies and external client calls.- Cross-train Associate and Manager level employees on the different market operational procedures in the Spanish.- Liaise between market place financial institutions, depositary banks, DTCC, and foreign tax authorities, ensuring claims are submitted timely and accurately in a fast-paced high-pressure environment.
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  • Td Ameritrade
    Finance Associate
    Td Ameritrade Oct 2013 - May 2018
    Omaha, Ne, Us
    • Work closely with senior brokers to develop appropriate financial portfolios for clients• Communicate complex information to clients to help them make informed financial decisions • Deposit and withdraw client checks and wiring transactions worth more than $10,000,000 weekly• Assist financial analyst with financial services offered to clients and provide operational and administrative support• Developed an understanding of brokerage functions ranging from prospecting to money management
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Dylan Walters Skills

Customer Service Leadership Time Management Microsoft Excel Microsoft Word Powerpoint Access Bloomberg Terminal Investments Financial Services Microsoft Outlook Microsoft Office Microsoft Powerpoint Social Media Financial Analysis Marketing Real Estate Financial Accounting Portfolio Management

Dylan Walters Education Details

  • Baruch College
    Baruch College
    General
  • Kingsborough Community College
    Kingsborough Community College
    General

Frequently Asked Questions about Dylan Walters

What company does Dylan Walters work for?

Dylan Walters works for Ss&c Technologies

What is Dylan Walters's role at the current company?

Dylan Walters's current role is Senior Associate.

What is Dylan Walters's email address?

Dylan Walters's email address is dy****@****tax.com

What is Dylan Walters's direct phone number?

Dylan Walters's direct phone number is +134766*****

What schools did Dylan Walters attend?

Dylan Walters attended Baruch College, Kingsborough Community College.

What skills is Dylan Walters known for?

Dylan Walters has skills like Customer Service, Leadership, Time Management, Microsoft Excel, Microsoft Word, Powerpoint, Access, Bloomberg Terminal, Investments, Financial Services, Microsoft Outlook, Microsoft Office.

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