Iris B.

Iris B. Email and Phone Number

Operations @ Orion
Iris B.'s Location
United States, United States
Iris B.'s Contact Details
About Iris B.

institutional , retail, and trust operations Banking

Iris B.'s Current Company Details
Orion

Orion

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Operations
Iris B. Work Experience Details
  • Orion
    Service Team Specialist
    Orion Jul 2023 - Present
    United States
    View
  • Hightower Advisors
    Operations Admin
    Hightower Advisors Oct 2021 - Jun 2023
    United States
    View
  • J.P. Morgan Cwm Estate Account Operations
    Client Data Specialist Iv
    J.P. Morgan Cwm Estate Account Operations Jul 2019 - Aug 2021
    United States
    View
  • Fifth Third Bank
    Trust Ops Company Acquisition
    Fifth Third Bank May 2019 - Jul 2019
    United States
    View
  • Mb Financial Bank
    Trust Operations Professional
    Mb Financial Bank Jun 2015 - May 2019
    Rosemont Illinois
    Mutual fund settlement via Matrix
    View
  • Mesirow Financial
    Security Processing Mutual Funds
    Mesirow Financial Oct 2007 - Mar 2012
    Greater Chicago Area
    Mutual fund settlements, ACAT settlement and non ACAT settlement, transfer in kinds full and partial. Annuity payments, seg deficit reports for compliance. Gifting of Mutual funds to foundations Charles Schwab trading platform.
    View
  • Gardner Rich, Llc
    Settlement Specialist
    Gardner Rich, Llc Jul 2005 - Jun 2007
    Greater Chicago Area
    Settlement Specialist Omgeo Oasys Alert Merrill Lynch Broadcort bloomberg equities and fixed income Merrill Lynch Clearing firm liason
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  • Bmo Harris Bank
    Trust Operations Security Processing
    Bmo Harris Bank Apr 2001 - Aug 2004
    Greater Chicago Area
    Mutual fund settlements Money Market processing
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  • Wanger Asset Management Acorn Mutual Funds
    Settlement Clerk
    Wanger Asset Management Acorn Mutual Funds Aug 1999 - Apr 2001
    Greater Chicago Area
    domestic settlements affirm trades DTC trade suite liaison with State Street Bank & Trust custodian
  • Abn Amro Bank N.V.
    Clearance Specialist Bond Ops
    Abn Amro Bank N.V. Dec 1996 - Jun 1999
    Greater Chicago Area
    DTC Fed BONY PTC clearance CD Jumbo underwriting Repo/Reverse Repo US treasury Bonds Commercial Paper for Boca Raton office La Salle Bank to include 2 months Safekeeping dept with State of Illinois bond trades repos reverse repos
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  • Hamilton Investments Subsidiary Household Finance
    Margin Dept Customer Credit
    Hamilton Investments Subsidiary Household Finance Apr 1993 - Jan 1995
    Greater Chicago Area
    Filing Reg T extension of time NYSE reviewing client accounts
  • The Chicago Corporation
    Operations Team Member
    The Chicago Corporation Dec 1987 - Apr 1993
    208 S Lasalle Street Chicago
    P&S Dept trade entry confirmations contracts
    View

Iris B. Skills

Banking Customer Service

Frequently Asked Questions about Iris B.

What company does Iris B. work for?

Iris B. works for Orion

What is Iris B.'s role at the current company?

Iris B.'s current role is Operations.

What is Iris B.'s email address?

Iris B.'s email address is ib****@****ial.com

What skills is Iris B. known for?

Iris B. has skills like Banking, Customer Service.

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