Jean Lundy Email and Phone Number

Resolving clients' mortgages before they go into foreclosure status.

• Senior support assistant for fixed income and equity traders on Merrill Lynch’s Separate Managed Accounts desk, that manages $500 billion in assets via several different trading platforms• Point person and manager of all Corporate Actions, advised portfolio managers on available reorganization options and coordinated actions with the transfer agency on behalf of Merrill Lynch clients• Managed relationships with all operational and back office personnel for outside asset managers, key contact for all operational concerns for a group of asset managers that included Nicholas Applegate, Goldman Sachs, BlackRock and Lord Abbett• Laision to the traders for Financial Advisors that participated in Merrill Lynch’s Discretionary Managed Money Platform (PIA, Personal Investment Advisor) for their key clients with over $1 million in investable assets• Utilized electronic trading program (OASYS) for Strategic Portfolio Assets (SPA) clients with over $2 million, as well as providing back-up support for SPA accounts. • Accurately allocated trades to accounts and verified allocations with portfolio management firm• Coordinated and organized all communications from international managers to disseminate their trading instructions to the traders, ensuring rapid turn around• Responsible for all handling all odd lot orders and share amounts 5000 and under• Researched resolved and documented trade errors; and charged the gain/loss to the appropriate error accounts • Compiled data for audits and corporate oversight to ensure that accounts were compliant• Proficient as using, APL, LFS, and OASYS

Duties include computing figures with speed and accuracy, maintaining proper activity in customer accounts and operating computer to retrieve processes data.