Genie O'Brien Glaser, Cfa Email & Phone Number

Norfolk, Virginia, United States

Lead a team of analysts and researchers in analyzing derivatives trades and transactions benchmark to LIBOR, ISDAfix, Euroyen, Euribor, SSA, GSE notes & bonds - Research and analyze Foreign Exchange trades to determine trade positions - Lead analysis of stocks, bonds and ETFs portfolios for acquisitions - Lead analysis of stocks and bonds to determine trade positions - Lead and manage research projects across industries and sectors - Work with clients and claims administrators to maximize claims recoveriesAs a lead member of the Financial Case group at Claims Compensation Bureau a subsidiary of PRA Group, I conduct rigorous investment research and analysis. I apply knowledge of quantitative methods and global markets to develop insight in the financial derivatives claims process. I contribute to core group activities including analysis, factor modeling, and risk analytics. Responsible for project managing a portfolio of large to benchmark class action cases, as well as providing training to other team members on other cases. Responsible for organizing all activities on these cases including: case research, marketing, interaction with clients and claims administrators, claims filings, and audit responses.• Developed case level valuation model to estimate anticipated recovery• Regular communications with clients, sales organization, and client services about the particulars of assigned cases and case updates• Actively participated in suggesting, testing, and implementing infrastructure changes and process improvements

Norfolk, Virginia, United States

As a lead member of the Financial Case group at Claims Compensation Bureau a subsidiary of PRA Group, I conduct rigorous investment research and analysis. I apply knowledge of quantitative methods and global markets to develop insight in the financial derivatives claims process. I contribute to core group activities including analysis, factor modeling, and risk analytics. Responsible for project managing a portfolio of large to benchmark class action cases, as well as providing training to other team members on other cases. Responsible for organizing all activities on these cases including: case research, marketing, interaction with clients and claims administrators, claims filings, and audit responses.• Developed case level valuation model to estimate anticipated recovery• Regular communications with clients, sales organization, and client services about the particulars of assigned cases and case updates• Actively participated in suggesting, testing, and implementing infrastructure changes and process improvements

Global Securities Operations -Valuation Team: Daily Global equity valuation, fixed income valuation as needed for business continuity and facilitating the fair valuation process for Capital Group; American Funds, Institutional accounts & private wealth management accounts. Interacted with a diverse group of internal and external parties globally including accounting groups, investment professionals, traders, legal, brokers, compliance, custodian banks, and other investment support associates and external service providers. Identified and recommended solutions to improve operational processes and procedures, performed time-critical functions on a daily basis, which required gathering and verifying information from various systems and sources in a fast-paced and deadline driven environment.Global Securities Operations - Corporate Actions Event Management Analyst Delivered the analysis and processing of a wide range of corporate action events, including but not limited to; rights/share offers, mergers, bankruptcies, tender offers, consents, spin-offs, stock dividends, 144 Exchanges, for all equity & fixed income securities owned by one/all of Capital Group’s companies. Developed process and procedures for the analysis of the Dividend Projection Reports for the American Funds Established and implemented new corporate action database with Investment/Portfolio Control, new procedures for all complex corporate action events. Experience with a broad range of asset classes; Equity, Fixed Income, derivatives, equity linked notes, SWAPs, etc. Global Securities Operations (GSO) group supports Capital Group’s investment process, The Capital System SM, by proactively researching, identifying and providing accurate, timely and complete investment reference data and solutions to the internal business departments within the company.

Norfolk, Virginia Area

Private Bank Portfolio Manager Responsible for active portfolio management services to meet the needs of high net worth individuals. Under the Strategic Growth team, managed customized portfolios with 100+ relationships. Established and implemented investment objectives on a client by client basis. Provided proactive value-added client services by identifying investment related wealth-building ideas to clients. Experience with a broad range of asset classes including equities, fixed income, hedge funds, private equity, and derivatives. Participated with Relationship Managers in sales and marketing of investment management services. Relationship Manager Provided financial products and services to individuals and institutional customers through such specialized areas as private banking, portfolio management, and investment banking. Consulted with Private Bank clients on matters of personal trust, tax, estate planning, fiduciary services, customized lending services, and alternative investments. Managed a book of fiduciary relationships to meet client needs and expectations through the integrated delivery and service of credit, fiduciary, investment, specialized asset management, and depository products.

Washington, Dc

A temporary federal agency established under the Financial Institutions Reform, Recovery and Enforcement Act (FIRREA), enacted on Aug. 9, 1989, to resolve the savings and loan (S&L) crisis of the 1980s. The Resolution Trust Corporation (RTC) had a mission to resolve all thrifts placed under conservatorship or receivership between Jan. 1, 1989, and Aug. 8, 1992. The S&L or thrift industry crisis had resulted in the biggest collapse of U.S. financial institutions since the 1930s. The RTC accomplished its mission by closing, selling or merging troubled thrifts and disposing of assets in an expeditious manner. By mid-1995, the RTC had resolved 747 thrifts, with total assets of $394 billion. The RTC's authorization to take over thrifts was extended twice, because of the magnitude of the S&L crisis. The RTC ceased operations on Dec. 31, 1995. (Investopedia) Read more: Resolution Trust Corporation (RTC) https://www.fdic.gov/bank/analytical/banking/2007apr/article1/

31 West 52Nd Street, New York, Ny