Lucy Sandstrom Email & Phone Number

Pittsburgh, Pennsylvania, United States

Pittsburgh, Pennsylvania

• Investigates and corrects internal and external complex positional and monetary discrepencies throughanalysis of broker vs. bank compare documents.• Perform daily mark to market assessment to ensure accurate pricing on all borrows.• Balance all of the BNY Mellon Market’s end of day activity.• Extensive knowledge on corporate action bookings and reconciliation.

Pittsburgh, Pennsylvania

• Reviewed and made any necessary corrections to the intermediate representative’s reconciliations andprovided guidance on differences in reporting from custodians.• Reviewed daily net asset valuation calculations including market close price.• Trained new hire’s on daily tasks and procedures and ensured all access was gained throughout the bank

Pittsburgh, Pennsylvania

• Promotion from Account Analyst• Analyze complex custodian bank reconciliations which include cash, asset and market value reconciliations, resolution of reconciliation breaks, net asset valuation calculations, and monthly accounting close processes.• Assist the Team Lead with new hire training and mentoring processes.• Work directly with Custodian Banks, Asset Managers, Valuation Agents, Securities Lending Agents and Mutual Fund Administrators to deliver deadlines efficiently.

Pittsburgh, Pa

• Work on a team to analyze custodian bank reconciliations which include cash, asset and market value reconciliations, resolution of reconciliation breaks, net asset valuation calculations, and monthly accounting close processes• Effectively communicate with various global institutions within the financial services industry• Provide our team’s clients efficiently with daily, monthly and quarterly deadlines

Sewickley, Pa

• Implemented a promotional plan through creation of database and frequent mailings• Created advertisements, newsletters, and social media postings for events• Used my marketing experiences to further teach the physical therapists on site how to effectively use marketing as a business strategy

Johnstown, Pennsylvania Area

• Coordinator of Brain Awareness Week Fair• Created advertisements, press releases, flyers, and informative display boards for hospital events, as well as social media postings and website updates• Worked on a team to generate new ideas for events and aid in event planning and administrative duties

Johnstown, Pennsylvania Area

• Refurbished the company database to produce a more organized space for employees• Worked on a team to generate new ideas for future campaigns and ads for the company magazine• Approached potential new clients about membership through email or phone