Gary Chin Email and Phone Number
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Gary Chin personal email
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Have many years in financial client services as well as UAT testing which helped expand my interest in how technology has benefit businesses in being more efficient with resources and ability to deliver results to clients.
Speedpro Piscataway
View- Website:
- speedpronj.com
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Business Owner And Business ConsultantSpeedpro PiscatawayNew York, Ny, Us
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Client Services ManagerBank Of America Merrill Lynch Apr 2024 - PresentCharlotte, Nc, Us -
Associate Trading Operations PrincipalCarta Jan 2018 - Nov 2023San Francisco, California, UsOversaw 110 public companies with a combined the $24 billion market cap of that used Carta Securities as their broker dealer. ● Monitor trades and report metrics on trading volume, trading fees and trade acceptance made to senior management on a monthly basis.● Perform daily and monthly position reconciliations between Carta’s internal books and records against vendor reports to ensure accounts are in balance, identity and resolve position differences.● Coordinated with compliance and engineering to ensure the broker dealer is meeting FINRA’s Consolidated Audit Trailer (CAT) timeline.● Coordinated with product, engineering, vendors, senior management and compliance teams quickly locate the outage in the trading platform, address and resolve the outage or find alternatives solutions and determine the potential losses.● Oversaw the Public Markets SOC I Type I and Type II and work with the finance operation team with their financial audit with our independent auditor.● Work with our external vendor to locate and remediate trade breaks and/or missing data and report them through electronic blue sheets.● Work with the COO and compliance to develop the supervisory procedures for the broker dealer which includes reviewing trade reports, position reports, reg sho, Rule 605, Rule 606, handling of funds, handling of 144 trades, handling the transfer of securities and opening and closing client accounts.● Oversaw the retention of books and records of the broker dealer in a WORMS compliance digital storage based on FINRA guidelines for each type of reports, such as trade and position reports, account opening and closing documents, 144 forms and 10b5-1 plans.● Train and supervise registered representatives on daily processes of the broker dealer.● Cover the COO of the broker dealer when on planned time off or sick leave.● Work closely with the client service management team with their presentations to bring on new private to public business. -
Professional DevelopmentCareer Break Jan 2017 - Oct 2017● Intensive course programming course to learn advanced Javascript, SQL, Ruby and Python. Thru App Academy for Javascript. Javascript, SQL, Ruby and some Python thru General Assembly.
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Senior Client Service Representative / User-Acceptance TesterMerrill Lynch Jun 2010 - Dec 2016New York, Ny, UsDeveloped and maintained relationships with 10 major institutional clients with accounts ranging from 500 -10,000 plus omnibus accounts and some retail customers.● Managed a high-volume workload within a deadline-driven environment.● Settlement of trades for all clients in US, Canada, Mexico, Crest, Euroclear, South Africa, most European and Asian markets. As well as settlement of trades for several clients in fixed income and options.● Daily reconciliation of foreign exchange payments in CAD, MX, ZAR, major European and Asian currencies.● Resolved an average of 50-75 complex email inquiries daily and consistently met performance benchmarks in all areas.● Coordinated with relationship management, conversion, and technology teams to develop, test, and implement improvements on the client web-based portal.● Developed macros, vlookup, pivot tables, and other advanced excel reports to reduce errors, process time, and enhance daily processes.● Trained clients and assisted them with user access with the web client portal.● Created step by step tutorials to help clients better understand the web portal and reduce the amount of help desk related calls.● Collaborated with programmers during off peak hours to test new product updates made on the web-based platform to ensure new features and other functions continue to work in testing and production environments. -
Senior Operations AnalystBroadcort Capital Corp May 2008 - Jun 2010● Assist in processing wire transfers for clients and ensure all compliance, margin and managerial approvals have been met prior to release payment.● Ensure that all appropriate account documentation is obtained and maintained. Inform clients of missing documentation for funds or securities transfers, based on firm and compliance policies.● Assess risk and minimize exposure or liability regarding participants/client issues, while providing a detailed solution.● Open, close and modify accounts based on client requests. Setup domestic and foreign instructions for the accounts.● Processed wire transfers for clients and ensure all compliance, margin and managerial approvals have been met prior to release payment. -
Quality Assurance AnalystMerrill Lynch, Pierce, Fenner & Smith Incorporated Sep 2007 - Apr 2008Dhaka, Bd
Gary Chin Skills
Gary Chin Education Details
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General AssemblyWeb Development -
App AcademyJavascript
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Borough Of Manhattan Community CollegeComputer Games And Programming Skills
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Pace University - Lubin School Of BusinessAnd Securities Law
Frequently Asked Questions about Gary Chin
What company does Gary Chin work for?
Gary Chin works for Speedpro Piscataway
What is Gary Chin's role at the current company?
Gary Chin's current role is Business Owner and Business Consultant.
What is Gary Chin's email address?
Gary Chin's email address is gc****@****ide.com
What is Gary Chin's direct phone number?
Gary Chin's direct phone number is (973) 263*****
What schools did Gary Chin attend?
Gary Chin attended General Assembly, App Academy, Borough Of Manhattan Community College, Pace University - Lubin School Of Business.
What are some of Gary Chin's interests?
Gary Chin has interest in Politics, Science And Technology, Health.
What skills is Gary Chin known for?
Gary Chin has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Powerpoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking.
Who are Gary Chin's colleagues?
Gary Chin's colleagues are Kenneth Henneberry, Brent Ritchey.
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