Manage daily reconciliation of trades, positions, margins, and cash versus the Exchanges andCarrying Brokers withing the Institutional Client Group. (Point Balancing, Quick Recs)Train and Manage newly created Reconciliations Team.Establish Cash Utility Team processes and functionaltyManage Daily margining and settlements with exchanges, Carrying Brokers and the firm's clientsDocumenting of business requirements and testing of new processes & systems.Project work & Management

Preform daily reconciliation of trades, positions, margins, and cash versus the Exchanges andCarrying Brokers.Preform Daily margining and settlements with exchanges, Carrying Brokers and the firm'sclients.Trade clearance including reallocations & transfers.Position limit monitoring of deliverable contracts.Exchange positions regulatory reporting;Exposure monitoring & Margin Calling.Cash and Trade break amendingFacilitation of the creation of Futures, Clearing & Collateral Operations Academy; An internalsocial networking portal. The site Serves as a primary training platform for FCC Operations acrossthe North America Region influencing the duplication of efforts in our European and Asian PacificRegions.

Assess clients' financial situations and developing strategic financial planning solutions.Credit product application submission and finalization for verification and recommendations.Maintain friendly and professional customer interactions to enhance business reach.Account opening and advisory maintenenceWells Fargo at Work Champion for the New Tampa Branch.Top Teller in sales in 2014 for the Tampa District.Achieved 150% Loan Volume in 2015 placing 2nd in the Region.Notary Services