Jack Ewashko Email & Phone Number

United States

New York City Metropolitan Area

• Manage the Data Analysis Team in retrieving investment trading data from custodian and client databases• Oversee and confirm calculations of clients’ exposure to securities fraud class actions (Section 10(b) and Section 11) using FIFO/LIFO methodology and related calculations.• Oversee the team in analyzing clients’ recovery in financial fraud settlements, assembling the relevant trading data, and completing and submit claim forms for clients to participate in settlements in the… Show more • Manage the Data Analysis Team in retrieving investment trading data from custodian and client databases• Oversee and confirm calculations of clients’ exposure to securities fraud class actions (Section 10(b) and Section 11) using FIFO/LIFO methodology and related calculations.• Oversee the team in analyzing clients’ recovery in financial fraud settlements, assembling the relevant trading data, and completing and submit claim forms for clients to participate in settlements in the United States and International.• Communicate in person, email or telephonically with clients’ custodians and asset managers regarding investment trading data.• Create and generate reports for clients and partners of the firm.• Assist in automating and streamline processes to improve team productivity. • Create invoices and assist accounting with balancing client accounts. Show less

Greater New York City Area

• Manage all components of an extensive securities caseload with responsibility for budgeting, profitability, and timely completion of case administration tasks.• Ability to communicate effectively, both orally and in writing and with responsiveness to partners of law firms, high valued clients, managers, claimants, compliance, experienced financial traders and advisors.• Ability to identify and recommend project budget variances and key opportunities to reduce time, increase… Show more • Manage all components of an extensive securities caseload with responsibility for budgeting, profitability, and timely completion of case administration tasks.• Ability to communicate effectively, both orally and in writing and with responsiveness to partners of law firms, high valued clients, managers, claimants, compliance, experienced financial traders and advisors.• Ability to identify and recommend project budget variances and key opportunities to reduce time, increase efficiency, and offset costs communicating with management to keep budget in line with client expectations.• 20+ plus years’ experience with Securities, and an array of other financial investment products. Show less

Greater New York City Area

• Coordinate project set-up from start-up memo and fact sheet to assist with designating key members of the team to be assigned to support the project. In addition, create project implementation schedule based on court and business documents and track project deliverables; keeping management apprised of successful completion.• Identify all project tasks to include tracking critical project dates and deadlines; planning and coordinating project logistics; and implementing and tracking timely… Show more • Coordinate project set-up from start-up memo and fact sheet to assist with designating key members of the team to be assigned to support the project. In addition, create project implementation schedule based on court and business documents and track project deliverables; keeping management apprised of successful completion.• Identify all project tasks to include tracking critical project dates and deadlines; planning and coordinating project logistics; and implementing and tracking timely completion of tasks on all assigned case. • Ability to write reports, correspondence, and procedures for case management.• Ability to identify and recommend project budget variances and key opportunities to reduce time, increase efficiency, and offset costs communicating with management to keep budget in line with client expectations. Show less

Greater New York City Area

Greater New York City Area

• Support for Execution-only Client base flow through Deutsche Bank offered platforms• Liaise with Clients and Sales desk to obtain and coordinate the processing of trade allocations• Order Management System Client static data• Close liaison with Client Service Teams for full service relationships

Greater New York City Area

Products traded: Equities, Futures, Commodities, Foreign exchange (FX), Options and Cryptocurrency.

New York, Ny

• Managed a team domestic and international.• Liaison between Portfolio Managers, Traders, Prime Brokers, Technology, Compliance and all internal departments.• Experience dealing with regulators and futures exchanges.• Utilized strategic planning methodologies and goal setting to direct operations while increasing productivity and profitability.

New York,Ny

Assistant Vice President- Global Market Listed Derivatives Treasury, Aug. 2011 – March 2012 • Process management and workflow prioritization• Liaison between senior management, clearing, client service and front office on issues pertaining to all cash and collateral balances daily• Approve all daily margin movements for omnibus accounts held in Singapore, Tokyo, Hong Kong, London, Madrid, Frankfurt and Sydney• Provide training and development of all on shore and… Show more Assistant Vice President- Global Market Listed Derivatives Treasury, Aug. 2011 – March 2012 • Process management and workflow prioritization• Liaison between senior management, clearing, client service and front office on issues pertaining to all cash and collateral balances daily• Approve all daily margin movements for omnibus accounts held in Singapore, Tokyo, Hong Kong, London, Madrid, Frankfurt and Sydney• Provide training and development of all on shore and off shore staffAVP- Global Exchange Services/ Futures and Options Platinum Clients, July 2006 – July 2011 • Responsible for all aspects of back office operations for listed derivatives. • Responsible for post-trade service coverage of a wide variety of institutional clients including Hedge Funds spanning Listed Derivatives, Commodities, Interest Rates products and options. • Perform detailed analysis on client operational issues; this includes identifying control gaps; re-engineering of processes to resolve ongoing issues • Organize client-facing visits in order to bring in new business. Show less

Brooklyn, Ny

• Approve all policy and procedures for international requests. Evaluate Anti-money laundering process for wires and journals. Responsible for the application of the appropriate rules and regulations governing cash and margin accounts• Evaluate and grant cash call and fed call extensions. (Including Forex transactions) • Capable of processing all requirements in an efficient and accurate manner which include CD's, bonds, mutual funds equities, short sales and options• Communicate… Show more • Approve all policy and procedures for international requests. Evaluate Anti-money laundering process for wires and journals. Responsible for the application of the appropriate rules and regulations governing cash and margin accounts• Evaluate and grant cash call and fed call extensions. (Including Forex transactions) • Capable of processing all requirements in an efficient and accurate manner which include CD's, bonds, mutual funds equities, short sales and options• Communicate effectively with internal and outside entities to ensure accurate and timely resolution of issues. (DWAC's, journaling of fixed income, equities, options and cash as well as DTC's, euro clear, transfers, wires and fed fund requests.) Show less

Jersey City, Nj

• Responsible for the application of the appropriate rules and regulations governing cash and margin accounts• Evaluate and grant cash call and fed call extensions. (Including Forex transactions) • Capable of processing all requirements in an efficient and accurate manner which include CD's, bonds, mutual funds equities, short sales and options• Communicate effectively with internal and outside entities to ensure accurate and timely resolution of issues. (DWAC's, journaling of… Show more • Responsible for the application of the appropriate rules and regulations governing cash and margin accounts• Evaluate and grant cash call and fed call extensions. (Including Forex transactions) • Capable of processing all requirements in an efficient and accurate manner which include CD's, bonds, mutual funds equities, short sales and options• Communicate effectively with internal and outside entities to ensure accurate and timely resolution of issues. (DWAC's, journaling of fixed income, equities, options and cash as well as DTC's, euro clear, transfers, wires and fed fund requests.) Show less

New York,Ny

• Analyzed portfolios to determine suitability to clients’ objectives and recommend asset allocation modifications to align to customers’ investment goals, actively promote and cross-sell a complete range of financial products.• Delivering the industry’s leading Relationship Management for the top-tier financial institutions.• Communicate effectively with internal and outside entities to ensure accurate and timely resolution of issues. (Trading, Short sales, Equity Settlement… Show more • Analyzed portfolios to determine suitability to clients’ objectives and recommend asset allocation modifications to align to customers’ investment goals, actively promote and cross-sell a complete range of financial products.• Delivering the industry’s leading Relationship Management for the top-tier financial institutions.• Communicate effectively with internal and outside entities to ensure accurate and timely resolution of issues. (Trading, Short sales, Equity Settlement, Reorganization, Dividends, Regulatory and Option Exercise and Assignments.) Show less