Joe Rich Email & Phone Number
Who is Joe Rich? Overview
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Joe Rich is listed as HSBC, New York at MarathonFoto, a with 103 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Joe Rich.
Joe Rich previously worked as Freelance Photographer at Marathonfoto and Data Management Program at Hsbc. Joe Rich holds Masters, Business Administration from City University Of New York-Baruch College - Zicklin School Of Business.
Email format at MarathonFoto
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About Joe Rich
Accomplished Business Data Analytics Professional with over 15 years of experience in data analysis, regulatory compliance, and business process optimization within the financial services industry. Expertise includes driving data-driven insights, ensuring data integrity, and enhancing business strategies through collaboration with cross-functional teams. Proficient in leveraging advanced analytics tools such as JIRA, Collibra, and Bloomberg to streamline operations, reduce risk, and improve operational efficiency. A strong communicator and leader, skilled in developing procedural documentation, training teams, and managing complex projects to meet audit and regulatory standards.Areas of ExpertiseAreas of ExpertiseData Analysis & Reporting | Regulatory Compliance (OCC, FATCA, MRA) | Data Remediation & Validation |Business Process Optimization | Cross-Functional Collaboration | JIRA Project Management | Data Mapping & Integration (Front and Back Office Systems) | Risk Management & Mitigation | Documentation & Audit Preparation | Margin Call & Collateral Management | Financial Systems (Bloomberg, Reuters, IBM Also) | Team Training & Development
Joe Rich's current company
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Joe Rich work experience
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Data Management Program
Current- business analyst on long-term OCC MRA for data management compliance
Fatca Team And Collateral Management / New York
- Preparation of daily FATCA projection for potential withholdings under FATCA Chapters 3 and 4- Working with KYC, compliance and client relationship management to obtain proper documentation or apply appropriate exemption- Updating internal databases for client documentation- Collateral Manager for hedge fund clients and affiliate offices in Toronto and Mexico City- Ongoing documentation and proofreading of operations procedures in written form- Management of collateral and substitutions for firm's affiliate offices in Toronto and Mexico City- Special projects as needed
Asst Vice President, Salomon Brothers
Bookrunner for Salomon Brothers institutional margining account. Responsibilities include daily Reg T funding of institutional trading book, margin reporting, quarterly audit and compliance, processing of payments to Citi Tokyo office, weekly reporting of stock record and ledger breaks, resolution of payment and funding disputes.
Asst Vice President, Operations
Team lead for Citi Velocity online valuation portal. Responsibilities included daily interaction with clients for access and troubleshooting of valuation portal; password resets; onboarding new products; extensive interaction with IT and programming for website improvement; processing of quarter and year end audits.
Operations Analyst
Confirmations and settlements specialist for Swiss commodities dealer. Responsibilities included daily confirmation of oil and natural gas swaps, reconciliation and payment of 3rd party brokerage invoices, monthly settlement of oil and natural gas swaps and special projects as needed.
Operations Analyst / Middle Office
French-speaking middle office bookrunner for junk bond, futures and listed equity portfolio. Duties included daily funding call with Paris home office, reconciliation and payment of 3rd party brokerage invoice and special projects as needed. Series 7 registration.
Operations Specialist
Operations specialist for Swiss investment bank. Responsibilities included daily confirmation of FX non-deliverable trading, settlement and confirmation of exotic FX options, reconciliation of 3rd party brokerage invoices and special projects as needed.
Reconciliation Analyst
Reconciled and paid 3rd party brokerage invoices for FX trading at Swiss investment bank.
Colleagues at MarathonFoto
Other employees you can reach at marathonfoto.com. View company contacts for 103 employees →
Joe Rich
Colleague at MarathonfotoNew York, United States
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KD
Kyle Dick
Colleague at MarathonfotoAkron, Ohio, United States
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TC
Tennille Cooper
Colleague at MarathonfotoAtlanta Metropolitan Area, United States
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RH
Ryan Holland
Colleague at MarathonfotoGreater Boston, United States
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Stanley Ebuka
Colleague at MarathonfotoEnugu State, Nigeria
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KM
Keith M.
Colleague at MarathonfotoWake Forest, North Carolina, United States
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AO
Alberto Olivero
Colleague at MarathonfotoTurin, Piedmont, Italy
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SI
Steven I. Wolf
Colleague at MarathonfotoLos Angeles, California, United States
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DV
Denise Venteicher
Colleague at MarathonfotoFairfield, Iowa, United States
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AN
Amy Nelson
Colleague at MarathonfotoIowa City, Iowa, United States
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Joe Rich education
Masters, Business Administration
Bachelors Of Arts, English Literature
Education record
Frequently asked questions about Joe Rich
Quick answers generated from the profile data available on this page.
What company does Joe Rich work for?
Joe Rich works for MarathonFoto.
What is Joe Rich's role at MarathonFoto?
Joe Rich is listed as HSBC, New York at MarathonFoto.
Where is Joe Rich based?
Joe Rich is based in New York, United States while working with MarathonFoto.
What companies has Joe Rich worked for?
Joe Rich has worked for Marathonfoto, Hsbc, Citi, Glencore, and Société Générale.
Who are Joe Rich's colleagues at MarathonFoto?
Joe Rich's colleagues at MarathonFoto include Joe Rich, Kyle Dick, Tennille Cooper, Ryan Holland, and Stanley Ebuka.
How can I contact Joe Rich?
You can use AeroLeads to view verified contact signals for Joe Rich at MarathonFoto, including work email, phone, and LinkedIn data when available.
What schools did Joe Rich attend?
Joe Rich holds Masters, Business Administration from City University Of New York-Baruch College - Zicklin School Of Business.
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