Michael Wagner Email & Phone Number

Kirkland, WA, US

Seattle, Washington, United States

• Leads, manages, coordinates, and directs the daily operations of all corporate action and trade settlements activity.This is a volume-intensive, data-driven role overseeing the administration and daily processing of.
• Demonstrates strong leadership and management skills and an extensive knowledge of mandatory and voluntary corporate actions
• Maintains an excellent knowledge of finance and accounting principles, practices, and controls.
• Ensures processes and systems continue to scale and work efficiently as the business continues to grow
• Reviews daily, weekly and monthly exceptions related to operations business areas; ensures that formal audit controls are in place and maintained
• Prioritizes initiatives and staff workloads during times of peak activity.

Seattle, Washington, United States

• Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment "engineers" — creating portfolios using optimization software to implement the firm’s.
• Construct optimized equity index portfolios for separate accounts
• Rebalance and transition portfolios to maximize tax-efficiency
• Construct custom benchmark data
• Monitor index changes and corporate actions
• Generate after-tax return data for both portfolios and benchmarks

Seattle, WA

• Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment "engineers" — creating portfolios using optimization software to implement the firm’s.
• Construct optimized equity index portfolios for separate accounts
• Rebalance and transition portfolios to maximize tax-efficiency
• Construct custom benchmark data
• Monitor index changes and corporate actions
• Generate after-tax return data for both portfolios and benchmarks

Seattle, WA

• This position manages, coordinates and directs the daily operations of international and derivative reconciliation, domestic and international trade settlements, pricing, performance, corporate actions processing and.
• Demonstrates strong leadership and supervisory skills and an extensive knowledge of client portfolio reconciliation processes, trade posting and settlement, DTC processing, security maintenance, corporate actions and.
• Maintains an excellent knowledge of accounting principles, practices, and controls.
• Ensures that the department is adequately staffed on a day-to-day basis, and that all employees are trained, cross-trained as needed.
• Reviews and recommends new methods and procedures to make daily operations in the department more efficient/effective.
• Performs wide array of developmental functions, including interviewing, performance appraisals, development planning, and corrective action/termination.

Seattle, WA

• Reconciling client portfolios against custody statements/downloads
• Resolving variances in a timely manner
• Assisting in the automation of the reconciliation process
• Trade Posting
• Trade Settlement
• Corporate Actions

Bellevue, WA

Worked directly with clients to uncover ways to reduce delinquencies. Present clients with mutually beneficial solutions – driving growth while helping clients achieve stability and maintain home ownership.

Bellevue, WA

Employed a consultative sales approach; met directly with business owners, financial clients and senior leaders.

Everett, WA

Worked directly with client leadership at 27 locations to drive sales, increase exposure and ensure outstanding experiences.