Larry Staley Email & Phone Number

Charlotte, North Carolina Area

-Responsible for providing foreign exchange advice to high net worth clients/organizations, counsel risk analysis and pricing for corporate customers. The position attracts, expands and retains profitable relationships and provides continuing servicing, advisory and trading activities with client's population. This role is responsible for risk-taking, currency and forward gap management.-Reviews trade details for accuracy and acts as a liaison between client, front office and traders

Charlotte, North Carolina Area

-Managed account opening process for new and existing clients. Includes collection of account-specific information, recording information via electronic account-opening system, retrieving relevant executed documentation from Client Associates and Financial Advisors-Resolved complexed issues by using heavy research skills to minimize financial risk and fraudulent activity for high net worth clients

Downtown

• Provided positive customer interaction for homeowners seeking loan modifications • Provided exceptional customer service while assisting homeowners with the status of the loan modification• Worked as a liaison between HSSII/UW to provide accurate information regarding documents needed to continue the loan modification process• Responsible for collection of mortgage payment transactions• Conducted trend analysis for accurate reporting• Fostered positive departmental moral

Worked with a team of five fellow classmates in a Small Business course for Business majors to design a better meal plan for students. The team worked to develop a method of providing a Pizza Palace where students could use Bulldog Bucks, better known as money on their student IDs. Developed a Business Model for the company and projected financial statements for the first three years of business. Project included both written and oral presentation of results

Worked with four fellow classmates in the capstone course for Business majors to Franchise a Chick-fil-a in the Wingate area. Projected financial statements and cash flows for the first three years of operations. Project consisted of both oral and written presentation of results

Business Mag., Business

Activities and Societies: o Wingate University Mens Basketball (August 2006-February 2010) o Western Carolina University Mens Basketball.

Bachelor Of Science, Engineering