John Lee Email & Phone Number

Charlotte, Nc, Us

Fort Mill, South Carolina, United States

Fort Mill, South Carolina

Responsible for consolidating Legg Mason Global Distribution sales, net flows and assetsReport on key metrics and develop insights based on budget analysis, territory diagnostics, forecasts, campaigns and trends creating dashboards and scorecards Develop and perform controls and reconciliation processes to ensure accuracy of dataProduce annual sales budgets by forecasting flows and assets based upon input from sales management, CRM pipelines, historical data, and industry trendDesign new processes and automated solutions by gathering, analyzing, and interpreting requirements and coordinating with technology groupsDevelop and test automated reporting in CRM and Business Objects based on business requirements and field ad-hoc reporting requests daily across the organization

Stamford, Ct

Reconciled cash and trade positions for several thousand separately managed accounts between numerous sponsor firms and trading platformsReviewed new contracts and incept accounts onto trading platforms for Clearbridge and Western Asset ManagementProvided back office operational support for Legg Mason Private Portfolio Group internal and external wholesalers, portfolio managers and third party financial advisorsProcessed tax harvesting and withdrawal requests, account freezes and terminations

Master Of Business Administration (M.B.A.), Finance

Activities and Societies: Beta Gamma Sigma Honor Society

Bachelor'S Degree, Business Administration And Management, General