Gage Gorman Email & Phone Number

Mount Shasta, CA, US

North America

Gage serves as a Senior Vice President on the Institutional Client Services Strategy & Transformation team and in this role drives digital product initiatives that streamline and automate operations for Loan Market Solutions in the U.S. and Europe.

San Francisco, California, United States

• Project Lead SME - Worked with tier 1 broker dealer and agent bank for syndicated loans (bank loans) in global investment operations, organizational restructure, change management, key risk indicator reporting, and.

United States

• Partnering with Businesses to Drive Profitability, Growth, and SustainabilityI offer over 25 years of experience working with businesses of all sizes, from small startups to large corporations, to enhance.
• Strategic Planning and Financial Management (Treasury, Bookkeeping, Accounting, Payroll, Tax Preparations, Reporting)
• Marketing, Change Management, and Corporate Expertise in Hedge Fund Administration, Syndicated Loans, and Fintech
• Coaching, Mentoring, Training, and Business Formation
• System Migrations and ImplementationsIndustries Served:
• Investment Banking, Broker Dealers, Consulting Firms, Asset Management

San Francisco Bay Area / Mount Shasta

• Geneva Suite. An industry-standard and comprehensive portfolio and investor accounting technology platform. [https://www.advent.com/geneva/].
• Subject Matter Expertise:
• Syndicated Loans | Bank Debt | Bank Loans. LSTA Member.
• Complex Financial Assets.
• Fund Administration | Fund Accounting | GP & LP Distributions.
• Product Manager for Geneva Accounting | Product Owner (Certified).

San Francisco, California, United States

San Francisco, California, United States

San Francisco, California, United States

Greater Los Angeles Area

• Ares Management Corporation (NYSE: ARES) a leading global alternative investment manager offering clients primary and secondary investment solutions across the credit, private equity, real estate and infrastructure.
• Managed Multiple Teams | Onsite | Offshore | Outsourced.
• Fund Administration | Fund Accounting.
• Trade Settlements.
• Syndicated Loans | Bank Debt | Bank Loans | LSTA Member.
• CLOs and CDOs.

Sunnyvale, California, United States

Led projects, focusing on critical aspects such as system upgrades, SOX compliance, documentation, system security, maintenance, and troubleshooting. My efforts contributed to the overall improvement of the system's efficiency and reliability. Drove a comprehensive employee restructuring initiative, resulting in a 50% boost in productivity through.

Pasadena, California

• In various roles, I significantly enhanced operations, nurtured key partnerships, and led pivotal projects, illustrating my comprehensive expertise and leadership:
• Bank & Broker Relationship Management: Oversaw global outsourced teams, enhancing operational efficiency across domestic and international levels. Established key relationships with custodian banks and brokers, and.
• Project Management Excellence: Directed a crucial 200-billion-dollar acquisition project, efficiently managing a diverse team of 75 across Singapore and New York. Ensured seamless integration by meticulously reviewing.
• Innovations in Derivatives and Syndicated Loans: Dramatically improved financial instrument settlement processes, notably reducing Syndicated Loans settlement time by 30 days and achieving same-day margin call.
• Strategic Contributions: Spearheaded the development of a comprehensive database system with robust APIs for tracking global banking networks, significantly boosting operational efficiency and client data.
• Leveraged my Bank of NY background: Hired and trained Bank of NY outsourced teams, enhancing operations, and establishing a pivotal outsourced asset processing and portfolio accounting partnership.

Orlando, Florida Area

In my role at Bank of New York Mellon, I honed my expertise in mutual fund custody, with a particular focus on the precise entry of institutional client instructions and the complex area of bank debt, especially syndicated loans. My responsibilities spanned custody, settlement (Delivery Versus Payment), and treasury operations for this asset class. I.

Lake Buena Vista, Florida

Contributed significantly to All Star Resorts, specializing in operational roles.Engaged in comprehensive studies at Mickey's Retreat and pursued continuous education through Walt Disney University.Played a mentoring role for numerous college program lifeguards, actively participating in their training and development.Innovated and implemented a.

Deland, Florida

Played a pivotal role in the initiation and scaling of a long/short hedge fund, overseeing the successful establishment of multiple funds.Conducted daily market analysis and meticulously prepared trading files, contributing to the formulation and execution of an effective long/short hedge trading strategy.Assumed responsibilities for maintaining.

Deland, Florida, United States

Offered dedicated support to students in IT labs, ensuring optimal performance of computers by regularly updating software, securing plugs, and maintaining a clean lab environment.Delivered technical assistance to students encountering challenges in the labs, troubleshooting issues promptly.Provided tutoring sessions for students unfamiliar with technology.

Deland, Florida, United States

Managed residential halls at the university, overseeing up to 30 students directly and ensuring the well-being of 200 students in shared spaces.Served as a liaison for students, particularly freshmen, facilitating their integration into university life and helping them acclimate to on-campus living.Organized and executed various events for students.

Deland, Florida

Systematically organized corporate files for companies recruiting on campus.Managed and updated corporate profiles of hiring companies, coordinating and participating in meetings to understand their hiring needs and preferences.Scheduled interviews for graduating seniors, aligning with the requirements of hiring companies.Orchestrated and executed job.

Sanford, Florida, United States

Seasonal employee with Structure for Men which later became Express stores.

Lake Mary, Florida, United States

Orlando, Florida, United States

Enrolled businesses on the website, securing discounts for student cardholders, while providing free advertising for businesses.Registered students for college club memberships, distributed membership cards, and resolved setup issues.Initiated, organized, and managed college-sponsored events to promote college club and businesses, fostering connections.

Orlando, Florida, United States

Conducted a treasury study on mail times for customer transactions, optimizing internal processes to achieve a 1-2 day improvement in processing times.Contributed to United Way and March of Dimes as a coordinator and event planning team member.Engaged in an executive training program throughout the bank, gaining exposure to all departments, and training.

Deland, Florida, United States

Crescent City, Florida

Initiated as a grocery bagger and swiftly progressed to a cashier, achieving the best scans per minute in the company.Elevated to the customer service counter, where responsibilities included selling lottery tickets, cashing checks, managing Western Union transactions, selling tobacco, and overseeing the movie department in video rentals and sales.Advanced.

Bachelor'S Degree, Finance

Activities and Societies: Alpha Kappa Psi (Business Fraternity) Student Government Senator Merit Scholarship Award WinnerMajor: Finance.

Accounting And Finance

Activities and Societies: Continuing education to qualify for 150 credits to take the CPA exam. Completed and passed 3/4 of the CPA exam.

International Business

Activities and Societies: Study Abroad - Junior Year