Mark Eckert Email & Phone Number

Pasadena, CA

Greater Chicago Area

• 2nd Vice President, Senior Consultant 2011- Present
• Main daily reconciliation contact for newly acquired international investment manager
• Manage and reconcile daily cash and stock activity
• Receive and respond to inquiries from custodians, clients, and business partners
• Proactively anticipate and identify client service needs 2nd Vice President, Team Lead/Technical Coordinator, 2010 -2011
• Services back office operations for multiple investment managers

Newport Beach, California

• Services back office operations (Transition Group) for PIMCO
• Processes complex account transitions: New Account set-ups, Custodian changes, In-kind Subscriptions & Redemptions, and Close accounts.
• Serves as the liaison to account managers, consulting on questions regarding processes and capabilities.
• Serves as contact to custodian banks, helping to resolve trade, settlement, and reconcilement issues as it pertains to the transition process.
• Works with brokers to confirm trades and ensure correct settlement instructions for outstanding trades during a transition.
• Recommends non-standard resolutions to outside parties consistent with regulatory and client instructions.

Greater Chicago Area

• Trust Officer, Global Team Leader – Transitions, February 2000 – March 2002
• Leads a team of Global Transition Coordinators and Transition Reconcilers.
• Monitors all activity, and ensures timely and accurate completion of the work.
• Provides on-going communication with manager regarding production status and staff performance, and inputting into the performance management process and staffing decisions.
• Maintains technical knowledge of securities operations in order to resolve unusual and complex problems.Transitions Coordinator, May 1997 – February 2000
• Assists in the conversion of new corporate trust accounts.