Michael Bohannon Email & Phone Number

Jacksonville, Florida, United States

New role as of April, 2022.

Part of the Merrill and Private Bank Trading Services senior leadership team, managing three sub teams: Order Management, Taxable Debt Trade Support, and MAA Error ControlConducted regular one-on-one interactions with my team, providing constructive feedback, coaching and guidance, as well as assisting with development plans and career mobilityCollaborated.

Jacksonville, FL

Supervisor of seven operations analysts across two sites, requiring review and quality assurance of 99Markets calls and trade correction processing, as well as coaching and guidance Taking ownership of escalated inquiries and issues, often requiring in-depth analysis and research, followed by detailed explanations and further instructions to branch.

Jacksonville, Florida

Actively monitored time-sensitive equity and option trading rejects and order exceptions, requiring acute attention to detail and quick resolution Collaborated with GBAM Execution Services to resolve system outages, trading errors, and challenges, and worked to ensure disadvantaged clients were accommodated Provided excellent post-secondary trading.

Accurately processed time-sensitive market action trade corrections in both the managed and non-managed environments, requiring an acute attention to detail and swift entry of cover tradesThoroughly reconciled error accounts by assigning branch and department responsibilities to profits and losses, as well as updating aged item ledger comments in.

Jacksonville, Florida

Provided outstanding customer service to 401(k) participants by fielding inquiries, processing account changes, and completing funds transfers and distributionsSpecialized in RCMA self-directed brokerage account support, involving the real-time trading of securities not offered in traditional 401(k) plans such as equity, option, and fixed income.

Bachelor Of Science In Business Administration - Bsba, 3.66

Associate'S Degree