Justin Friedman

Justin Friedman Email and Phone Number

Operations Specialist at LeTort Trust @ LeTort Trust
camp hill, pennsylvania, united states
Justin Friedman's Location
Camp Hill, Pennsylvania, United States, United States
Justin Friedman's Contact Details

Justin Friedman personal email

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Justin Friedman phone numbers

About Justin Friedman

LeTort Trust is an Independent Trust Company with a single focus of providing personalized financial solutions to individuals, businesses and institutions. As an Independent Trust Company, we are held to the highest standards of fiduciary accountability in the industry. Our clients depend on the prudence and expert guidance we provide to secure a plan that works now and for future generations. Clients come first. This is the cornerstone of our business, and it is the focus of everything that we do. Our commitment to superior service is demonstrated by our attention to detail and personal touch in every aspect of our relationship with our clients. The following areas of expertise are provided through our two lines of business: Wealth Management Services and Retirement Plan Services.Qualified Retirement Plan Design and AdministrationPersonal Wealth ManagementRetirement PlanningCorporate TrusteeCharitable GivingTrust and Estate PlanningInvestment ManagementFiduciary Services

Justin Friedman's Current Company Details
LeTort Trust

Letort Trust

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Operations Specialist at LeTort Trust
camp hill, pennsylvania, united states
Website:
letorttrust.com
Employees:
13
Justin Friedman Work Experience Details
  • Letort Trust
    Operations Specialist
    Letort Trust Mar 2021 - Present
    Camp Hill, Pennsylvania, United States
    - The collection and processing of assets and many investment/trust accounting functions.- Income collections, capital changes, managing cash sweeps/transfers, daily system/cash balancing and securities movement/control.- Assisting with the trading and reinvestment of mutual funds for trust company clients.- Assisting with client account maintenance including opening and closing accounts, cash disbursements and receipts and various administrative responsibilities as needed.
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  • T. Rowe Price
    Risk Analyst - Short-Term Contract
    T. Rowe Price Aug 2019 - Apr 2020
    Owings Mills
    • Conducted initial due diligence/risk assessments on potential vendors prior to contract execution• Evaluated each vendor’s risk controls and recommend solutions to mitigate critical risks• Validated and reconcile over 3,500 internal vendor and contract engagement records are current by reaching out to appropriate internal business units and vendor contacts• Managed, document, and report vendor risk response resolution process
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  • Under Armour
    Lead Disbursement Analyst
    Under Armour Mar 2018 - Jun 2019
    Baltimore, Maryland Area
    • Lead Under Armour’s Global disbursement operations-ACH, check, wire and Fx trade payments• Managed UA disbursement Email box responding to ad-hoc payment requests from A/P, A/R, Tax, Legal, Accounting and various other departments. • Entered, reviews and amends all global vendor bank account information • Developed and maintains weekly cash forecasts while collaborating with the Global Treasury team • Executed payments for inventory, rent, athletes, utilities and various other monetary obligations
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  • Morgan Stanley
    Prime Brokerage Analyst Ii - Short-Term Contract
    Morgan Stanley Jul 2017 - Mar 2018
    Baltimore, Maryland Area
    • Coordinated with project managers to administer on-boarding account setups and reporting entitlements to new and existing hedge fund Prime Brokerage clients ranging from $10M-$300M• Communicated with various other in-house teams ensuring on-boarding task completion • Tracked and completes a ninety five step itemized spread sheet list for each individual client• Ensured each individual setup and document is complete and error free prior to client launch date • Troubleshooted to resolve any ad hoc issues during the on-boarding process
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  • Lasalle Investment Management
    Financial Analyst - Short-Term Contract
    Lasalle Investment Management May 2017 - Jun 2017
    Baltimore, Maryland Area
    • Assembled and distributed daily, weekly, and monthly financial performance reports • Assisted Portfolio Managers in client reporting and presentation preparation • Performed detailed financial performance analysis relaying findings to Portfolio Managers• Executed Pivot tables, Vlookups, and macro functions through Microsoft Excel on daily a basis• Calculated firms total assets under management daily and distributed information to company executives reflecting total fund performance and future outlook
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  • Altus Group
    Tax Analyst - Short-Term Contract
    Altus Group Feb 2017 - Apr 2017
    Sparks, Md
    • Analyzed data, spreadsheet development, tax research and technical writing• Provided information to state officials in support of refund claims and audit appeals• Worked with clients to obtain and clarify information related to engagement objectives• Executed Pivot tables, Vlookups, and macro functions through Microsoft Excel on daily a basis
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  • First Data Corporation
    Credit Risk Analyst - Short-Term Contract
    First Data Corporation May 2016 - Sep 2016
    •Performed credit analysis and underwriting activities, evaluating financial position and credit worthiness, for prospective and existing commercial/merchant/portfolio accounts• Maintained and reviews current information on existing accounts• Reviewed credit history to assess credit worthiness of new prospective clients • Ensured a balanced risk and revenue tradeoff consistent with credit policy and loss target expectations• Investigated the processing activity on accounts that have exceeded the parameters set in risk management system and make a real time decision if the account is conducting business in a fraudulent manner or in a way that increases the credit exposure to First Data and its partners.
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  • Law Office Of Steven Friedman
    Legal Assistant
    Law Office Of Steven Friedman Jan 2015 - May 2016
    • Provided administrative support to leading attorney and staff members to enhance office effectiveness • Structured legal cases by establishing and organizing files• Monitored the meeting of deadlines and confirming case statuses with attorney• Helped develop cases by maintaining contact with people involved in the case • Maintained case costs by verifying outstanding balances with attorney, clients, and providers• Located and developed case relevant information.
  • Sei
    Hedge Fund Accounting Analyst - Short-Term Contract
    Sei Nov 2014 - Jan 2015
    • Maintained daily accounting records; using the software Geneva and Microsoft Excel• Communicated with the hedge funds’ investment advisors and entered security trades• Calculated the funds’ daily investable cash, expenses and income• Processed shareholders’ activity and reconciled to the funds’ transfer agent• Reported the funds’ daily net asset values (NAV’s).
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  • J.G. Wentworth
    Account Executive
    J.G. Wentworth May 2013 - Mar 2014
    Radnor, Pa
    • Established and maintained a constantly increasing client base and personal book of business• Fielded inbound and made outbound phone calls, totaling 100-120 phone interactions per business day• Identified specific financial products including structured settlement and annuity products• Developed relationships and rapport with each individual client, ensuring initial and repeat business• Calculated and evaluated company profit margin for each potential business transaction• Collaborated with team members to execute business tasks most accurately and efficiently
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  • Prudential Financial
    Annuities Associate - Short-Term Contract
    Prudential Financial Dec 2010 - Oct 2011
    • Evaluated incoming and outgoing consumer financial investments on computer software: “Common Front End for Annuities.” • Assisted in the transfer of assets between financial institutions. • Collaborated with team members to execute business tasks most accurately and efficiently• Maintained the consistency of turnover period between Prudential and resigning custodians by executing same day process.
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Justin Friedman Skills

Banking Investment Banking Microsoft Excel Accounting Finance Asset Allocation Corporate Finance Networking Quickbooks Sports Analysis Financial Analysis Financial Variance Analysis Project Management Risk Management Financial Forecasting Data Analytics Credit Risk Credit Analysis Leadership Microsoft Office Powerpoint

Justin Friedman Education Details

Frequently Asked Questions about Justin Friedman

What company does Justin Friedman work for?

Justin Friedman works for Letort Trust

What is Justin Friedman's role at the current company?

Justin Friedman's current role is Operations Specialist at LeTort Trust.

What is Justin Friedman's email address?

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What is Justin Friedman's direct phone number?

Justin Friedman's direct phone number is (888) 269*****

What schools did Justin Friedman attend?

Justin Friedman attended Penn State University.

What skills is Justin Friedman known for?

Justin Friedman has skills like Banking, Investment Banking, Microsoft Excel, Accounting, Finance, Asset Allocation, Corporate Finance, Networking, Quickbooks, Sports Analysis, Financial Analysis, Financial Variance Analysis.

Who are Justin Friedman's colleagues?

Justin Friedman's colleagues are Marty Eichelberger, Rachel Meals, Aimee Hultzapple, Jennifer Sensky, Allen Clarke, Patricia L., Gregory Campbell, Pmp.

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