Justin Friedman Email & Phone Number

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.

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

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

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

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

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

•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.

• 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.

• 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).

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

• 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.