George Earle Email and Phone Number

Currently analyzing and processing various mandatory corporate actions, and assisting clients with processing of voluntary corporate actions, pricing issues, security setup and processing issues. Analyzing and reviewing benchmark indices data from 5 vendors to assist clients in identifying new indices or resolving data issues. Other activities include analyzing and modifying control jobs and other functionality for specific client as well as recommending system improvements for quality and efficiencies. Systems used include APL, OneView, UWP, MMS and areas covered include corporate actions, pricing and security setup, factorable securities, options, restrictions, and benchmark indices. Interfacing with various pricing, corporate action, benchmark and restriction vendors on client or organizational issues. Analysis activities include writing and revising documentation of processes, reviewing system errors and client issues for possible improvements, and making recommendations of process improvements. Support and assist in training of new and current staff in details of departmental activities.Past experience in banking & financial services including analyzing large quantities of complex details and issues from a variey of perspectives. Direct work has included voluntary Corporate Actions (Reorg), fees (custody, wealth management, trust, etc.), pricing and mandatory corporate actions and income collections/security movement in various operational areas. Past supervisory work includes oversight of staff - temporary and full time - on shore and off shore as single integrated team.Specialties: Experienced operational banking professional with a wide variety of accounting, finance and risk management experience. Specialties include multiple areas of Trust Operations, with a consistent focus on regulatory compliance, testing and implementation of tracking and controls. Software experience includes OmniTrust, Global Plus, APL, OneView, MMS, GPA plus XSP Corporate Actions.