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 and vendors to resolve any issues- Work with the owner on Adhoc projects to prepare for new developments- Prepare Purchase and Sale agreements and all closing documents- Coordinate with utility providers and vendors on timing for work to be completed- Ensure houses are completed by closing date- Assist with various projects on site as needed

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 and monitored all future and forward contracts while ensuring payments were timely - Reconciled accounts between Evergreen and the custodian- Ensured all trades were settled accurately and within appropriate guidelines- Monitored and processed derivatives.

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, and pursue past due entitlements- Researched high-risk corporate actions involving high exposure and complexity- Interpreted incoming information from related prospectuses, legal documents, and other market sources- Wrote requirements, coordinated development with IT department, and performed user acceptance testing on Database enhancements