Heather Tymony Email & Phone Number

Seattle, Washington, United States

Greater Seattle Area

Reconciled international equity trades along with corporate actions for 25 accounts with a market value of over one billion against custody statements/downloads. Extensive use of MS Excel and pre-made Macros, SEI and in-house databases.Stock proxy voting based upon set criteria using ProxyEdge and other in-house databases.

Utilized various computer programs to create customized presentations for client facing account reviews. Prepared and assisted in the thorough review of trust accounts for regulatory purposes. Created charts, graphs, spreadsheets and other documents for business development. Produced reports that analyzed proper asset allocation at an account level. Prepared reports for internal overview of stocks, mutual funds, fixed income instruments and hedge funds. Reviewed investment research from multiple sources to assist Portfolio Managers and clients in their decision making processes. Acted as liaison between Trust Investments, Personal Trust Administration and Private Banking units.

Prepared and assisted in the thorough review of trust account assets and liabilities for regulatory purposes. Created charts, graphs, spreadsheets and documents for client presentations and new business development. Worked with various brokers to execute stock and fixed income trades. Directed and assisted in the settlement of cash management, certificate of deposit and mutual fund trades. Produced reports to analyze proper asset allocation at an account level. Prepared reports for internal overview of stocks, mutual funds and fixed income instruments. Ensured assets and liabilities were properly coded on Trust accounting system for internal auditing purposes. Reviewed and prepared investment research from multiple sources to assist Portfolio Managers and clients in their decision-making processes. Reviewed and summarized corporate actions to assist Portfolio Manager and clients in their decision-making processes. Act as liaison between Trust Investments, Trust Operations, Trust Administration and Private Banking units.

Everett, Wa

Cash management, stock and bond settlement, mutual fund processing. Interest, dividend and stock split posting. Processing of corporate actions such as tender offers, mergers, bond calls & stock splits. Promissory note and mortgage processing and posting. Balancing and auditing of general ledger accounts.

Greater Seattle Area

Acted as liaison between Trust Administrators, Portfolio Managers, account owners and D.T.C. (Depository Trust Company) to ensure tender offers, mergers, special stocks dividends and other specialized corporate actions were processed correctly and timely as directed by all four groups.

Greater Seattle Area

Processed the settlement of security trades including stocks, bonds, calls, puts and pooled securities for Directed Trade accounts. Performed general ledger reconciliation, billing and fee calculation. Designated D.T.C. specialist.

Greater Seattle Area

Was responsible for the settlement and monitoring of collateral for a multi-million dollar Securities Lending account. Balanced and reconciled various-in-house suspense/general ledger accounts. Acted as liaison between Trust Administrators and correspondent banking relationships. Ensured proper posting of interest, dividends and fees.

Greater Seattle Area

Created job procedures and extensive rewriting of existing procedures. Provided back-up coverage to 18 desks and trained employees. Executed numerous special assignments and projects working with teams and independently. Completed back office work pertaining to bond closings. Verified legal mortgage documents for future pooling into GNMA'S and FNMA'S assets. Researched and processed principal, interest and dividend payments.

Education record

Education record