Mark Willis Email & Phone Number

Waltham, Massachusetts

Quincy, MA

Managed the implementation of DTC re-engineering, further adopting industry standards Direct supervision of 5 Senior AnalystsResponsible for meeting daily deadlines and reporting of such to Vice PresidentMain point of contact between Client Service Groups and Euroclear and Clearstream depositoriesSupport ongoing transition of market responsibilities to.

Quincy, MA

Approved work set up by Research Analysts to be sent to clients, ensuring timeliness and accuracyAssumed responsibility for analysis of several administrative reportsAchieved Lean Practitioner designation

Quincy, MA

Analyzed and interpreted Swift messages from custodian banksUtilized various market sources to confirm details of events, ensuring accurate information while minimizing riskFielded inquiries from other groups regarding corporate actionsWork required great accuracy and attention to detail, along with timeliness

Dedham, MA

Performed daily opening and closing duties of the branch, including balancing cash vaults and ATMAssisted customers with various transactions, including opening accounts

Dedham, MA

Interpreted and translated data from various branches into centralized reportsPerformed multiple back office duties

Los Angeles, CA

Dual employee of both Washington Mutual and WM Financial Services Qualified to offer both retail banking products and investment based productsDiscussed investment options with customers, including Mutual Funds, Annuities, and Life Insurance Performed retail banking customer service, such as opening accounts and processing Home Equity Loans

Los Angeles, CA

Contacted potential clients and informed them of products available to assist with their financial needs Earned Series 7 and Series 66 certifications

Dedham, MA

Performed teller duties, such as deposits, withdrawals and paymentsReceived Teller Balancing Award on several occasions