Mike Kodzis Email & Phone Number

Boston, Massachusetts, United States

Massachusetts

Manage all financial and office operations for a developer with multiple active sites. Support the sites to make sure they have what they need on a timely basis. - Work with customers to ensure selections are made and delivered in the house- Review all bills and ensure prompt payment is made- Reconcile all accounts on a Monthly basis- Work with customers.

Greater Boston Area

TradingManaged SMA trading and operations groupTrading operationsReconciliationsSettlementsComplianceInvestor relations

Greater Boston Area

TradingTrading operationsSettlementsFund AccountingReconciliations

Greater Boston Area

Reconciled accounts with the custodian and ensured all trades settled accurately. Monitored, received responses, and processed all corporate actions.- Interpreted and communicated incoming corporate actions from the custodian’s notification and other market sources, such as Bloomberg and Xctek, to the fund manager and ensured timely response. - Processed.

North Quincy, MA

Researched, wrote and processed domestic voluntary corporate actions. Wrote requirements, coordinated development and performed user acceptance testing, with the IT department, on database enhancements.- Ensured clients’ responses are received prior to expiration of actions, verify accuracy, and executing instructions- Monitored settlement of shares, cash.