Institutional Sales Senior Associate
Current•Assisted clients in meeting their investment objectives by executing and allocating trades, providing quotes and market information. •Customer onboarding including sending documentation to customers and reviewing documents for accuracy and completeness before submission. •Managed client requests for transactions on accounts, or service issues as needed. •Supported The Huntington Liquidity Portal platform demonstrations, trade approvals, and settlement process. •Collaborated with team members to ensure accurate and timely securities trade and settlement processing for TBA, Munis, Brokerage, ICS and CDARs transactions.