John Engstrom Email & Phone Number

Monroe, Ct, Us

Monroe, Ct, Us

∙Senior analyst responsible for all corporate actions activity in Tax 1099B form; $3T assets managed. ∙Scrum master for tax forms group; run JIRA agile board for current sprints of all employees including automation enhancements, training materials, and daily processes. ∙Research taxability of events from third party vendors such as Wolters Kluwer; run system-wide fixes. ∙Train, mentor and assist new employees and interns on cost basis system. ∙Lead department wide town hall prep, organization and execution for senior management. ∙Collaborate with legal, compliance, and information technology for regulatory and system enhancements.

∙Principal performance tester for firm’s performance management accounting system (PMA), a multi-million dollar project; on-boarded firm’s brokerage and managed accounts into in-house proprietary calculation engine. ∙Presented to senior management at regular intervals, regarding program needs and future enhancement requirements. ∙Analyzed and worked with IT budget; communicated and pushed for critical fixes. ∙Oversaw conversion process entailing large data consumption into engine; reported on daily calls with IT, business partners, and compliance teams to ensure all stakeholders were up-to-date and satisfied with progress. ∙Reviewed and adjusted policies and procedures with CDP (back-end data source) and PMA (front-end performance engine). ∙Assisted in formation of CDP reconciliation tool for data; produced a break report with transaction deviations.

New York, Ny, Us

∙Middle office director in performance reporting. Served as liaison to financial advisors, via phone and service portal, for accurate performance for managed accounts nation-wide. ∙Responsible for the Morgan Stanley Smith Barney system/reporting integration.

New York, Ny, Us

UAT review for various projects including firm switch from modified Dietz performance to daily calculations on advisory platform.

New York, Ny, Us

∙Reconciled third party, non-custodial, mutual funds, and in house Citigroup Asset Management advisory accounts via Smart Stream and in house proprietary system, SBAM. (Smith Barney Asset Management). ∙Reviewed and adjusted Citigroup Asset Management accounts that lay outside performance parameters due to flow, market value, or below the line asset errors. Assets under Management, $437 Billion.

New Rochelle, Ny, Us

- Tutored students in Financial Accounting fundamentals, journal entries, debit/credit system of bookkeeping, financial statement analysis, time value of money, and depreciation methods. - Mentored college freshman to help assimilate to school and college life; performed weekly meetings discussing registration, college infrastructure and policies.

Zurich, Ch

- Performed clerical and computer oriented account maintenance functions for brokers. - Gathered information on mutual funds, stocks, and investment instruments to keep employees notified of changes in the market place. - Informed clients and potential clients of upcoming events and activities. - Observed brokers in daily environment to gain knowledge of industry and profession