Michael Mcmahon Email & Phone Number

New York, New York , Us

New York, Us

New York, New York, Us

New York, Ny, Us

•Provided guidance on different trading activity and assisted clients with analyzing different trends in various markets.• Managed clients treasury activity and ensured proper settlement of all cash movements.•Served as a clients main point of contact for any day to day escalations regarding any issues that may exist in their account•Communicated margin requirements to ensure proper compliance with Reg T regulations.•Lead the client outreach project and worked with colleagues to improve processed and procedures to enhance the overall client experience.

New York, Ny, Us

•Streamlined complex processing procedures which created efficiencies, mitigated risk, and increased straight through processing.•Worked closely with accounting to ensure proper pricing and valuation of client portfolios.•Lead the migration efforts in transitioning processes globally by developing a comprehensive training plan and provided the training and guidance for our counterparts.•Provided clients with cash forecasting projections and assisted clients with treasury management.•Ensured proper processing of dividend and cash interest payments on equities and fixed income products.•Managed clients US and and FX cash balances.•Assisted with clients ETF activity by ensuring completion of cash movements,basket creations, and redemptions.

Albany, N.Y., Us

• Improvised prepared scripts in order to create a personal connection with alumni, small business, and parents of students in order to raise money for the University.• handled fund raising objection escalations and served as a lead caller to handle situations in a professional and calm manner.

New York, Ny, Us

•Collaborated with the SEC RAE exam team and constructed a mapping diagram of the different operating systems within the broker dealer space which was submitted as part of the SEC RAE Exam requirements.• Participated in the Broker Dealer Services weekly conference calls to gain an understanding of current issues taking place within the area of the business.• Consolidated the different compliance manuals into one concise manual, ensuring that all necessary policies were in place.

Bloomington, Illinois, Us

• Processed homeowners and auto claims and conducted research on any pending claims awaiting payout.• Processed premium payments made by customers and discussed any payment issues customers had in regards to their car or homeowners policies. • Developed the office’s electronic filing system which replaced the traditional paper filing system.