Lorenzo Alexander Email & Phone Number

Greater New York City Area

Cash Settlement and Reconciliation of DDA Accounts for Employee Stock Purchase and Stock Option Plans.

New Brunswick, New Jersey

Managing the financial affairs of/and assisting with preparation of the church's yearly budget.

Greater New York City Area

Processing trades of Equities, CD’s, Mutual Funds and Bonds in excess of $100,000 on a weekly basis and supporting Financial Advisors by processing trades for their existing clients and auditing onboarding documentation for new clients.

Greater New York City Area

Investigating potential instances of market manipulation and ensuring member compliance by routinely analyzing trading activity to detect possible violations of rules, policies, and procedures.

Greater New York City Area

Analyzing exception reports and reconciling counterparty trade breaks. Managing end-to-end corporate action lifecycle of mandatory events and communicating Corporate Action updates to selected Exchange members. Coordinating end-to-end onboarding lifecycle inclusive of documentation, collection of legal and financial agreements and new account set-up. Serving as a single point of contact for onboarding inquiries and escalations.

Greater New York City Area

Auditing and reconciling broker accounts for over 200 external clients. Administration of Employee Stock Purchase Plan (ESPP) investments in excess of $1,000,000 per plan. Monitoring plans to ensure investment purchases were completed.

Bachelor Of Science (Bs) - Business Administration

Education record

Diploma - Academic