Jerrell Smith

Jerrell Smith Email and Phone Number

Financial Services Professional
Jerrell Smith's Location
Upper Darby, Pennsylvania, United States, United States
Jerrell Smith's Contact Details

Jerrell Smith work email

Jerrell Smith personal email

About Jerrell Smith

Professional adept in working within high-volume financial, retirement benefit services and securities environments. Extensive experience in processing, reconciling 401K, 403B, IRAs, Roth IRAs, rollovers and managed accounts.Specialties: Possess strong organizational and communication skills. Enjoy a challenge and open to new ideas with excellent troubleshooting and problem solving capabilities. Energetic, outgoing, dedicated with leadership skills. Proficient with MS Office (Word, Excel), Lotus, Windows, Internet Explorer, Adobe and MS Access.

Jerrell Smith's Current Company Details

Financial Services Professional
Jerrell Smith Work Experience Details
  • Bny Mellon
    Reconciliation Analyst
    Bny Mellon Aug 2006 - Mar 2011
    -Reconciling various custodian managed accounts through the general ledger.-Analyzing and reconciling cash and position breaks with use of Reconciliation excess tool, APL systems, SurPas, Bloomberg and various custodian based trading websites.-Communicating with account services, trading and reporting departments to make sure accounts are reconciled and can began to be traded on.-Timely investigation and response to client's inquiries pertaining to the status or activities of assigned portfolios -Completing various requests from custodian directly.-Strong analytical ability with a working knowledge of modern securities reconciliation practices.-Assistance in meeting daily, monthly and quarterly deadlines.
  • Diabetic Medical Equipment Diagnostics
    Technical Support
    Diabetic Medical Equipment Diagnostics Feb 2002 - Feb 2006
    -Ensure customer satisfaction through quality care, accurate analysis of individual client needs, and negotiating resolutions.-Managed the enrollment of clients to various medical plans.-Assisted Customers with help managing their medical Insurance plans

Jerrell Smith Education Details

Frequently Asked Questions about Jerrell Smith

What is Jerrell Smith's role at the current company?

Jerrell Smith's current role is Financial Services Professional.

What is Jerrell Smith's email address?

Jerrell Smith's email address is je****@****lon.com

What schools did Jerrell Smith attend?

Jerrell Smith attended Drexel University.

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