Jeffrey Morrow Email & Phone Number

Member of the Fail Management team, responsible for the oversight of all outstanding trades. Work closely with the trading desk to resolve impending issues and ensure timely settlement of equity and fixed trades. Enhance business continuity and efficiency as a vital communication liaison between brokers and custodians within the industry. Responsible for the daily generation of detailed failed trade reporting for management. Provide flexibility by taking ownership of various functions including but not limited to; TBA’s, Mortgage Pool settlements, SPO’s, Corporate Actions, TMPG claims and Commissions.

Pro-actively assisted individual investors and brokers with inquiries on their Putnam held mutual fund accounts. Responsible for the processing of financial transactions related to the buying and selling of client shares. Generated numerous sales leads for newly issued mutual fund products. Selected member of Putnam’s Premier Operations team focused on servicing Putnam’s top financial advisors and brokerage companies.