Jonathan Whitcomb Email & Phone Number

Prime Services Collateral & Margin

Greater New York City Area

Prime Brokerage Margin

New York, New York

• Managed US client trade audit workflow resulting in less than 2% of clients escalating cases to management
• Trading specialist for one of the worlds leading FX brokers - with 150,000 clients worldwide
• Lead project to deliver branch specific dashboards giving rise to better insight into client trading enquiries
• Metricized client FX trade execution data into reports consumable upper-level management
• Conducted on-site trade execution training sessions for sales, customer service & support personnel
• Coordinated with multiple departments to insure trading issues are investigated and solutions properly implemented

Islandia, NY

• Provided inventory analysis within ERP systems to better maintain proper inventory levels
• Assisted middle & upper management with operational development at new manufacturing facilities
• Developed best in class customer service to ensure satisfied clients across all business segments

Long Island City, NY

• Communicated with a variety of customers in planning and managing a wide-range in size of catering events
• Utilized Salesforce & Net Chef to enhance financial understanding of events & provide financial reconciliations
• Engaged with upper management to ensure the proper amount of weekly stock ordering and receiving for events
• Provided detailed customer service with clients & vendors to ensure customer satisfaction & repeat business

Islandia, NY

• Job duties included but were not limited too assisting in the development, production, distribution of the companies 2012/2013 school year marketing campaign
• Managed the production of 70+ school districts posters and assorted marketing materials
• Worked with managers, ensuring that deliveries were made and locations received all required marketing products

Queens, NY

• Key member of team that evaluated inefficient business processes and made sustainability recommendations
• Analyzed campus buildings to develop building envelope calculations to determine energy loss & inefficiencies
• Created models to track energy consumption & costs to increase sustainability & effectiveness across campus
• Accountable for managing multiple sustainability programs & making recommendations for improvements

Master Of Business Administration - Mba, Finance, Real Estate, 3.92

Bachelor Of Science (Bs), Management, 3.61

Activities and Societies: Discover the World Program - Fall 2012Dual Minor: Environmental Studies & International Studies