-Responsible for daily activities for the broker-dealer including processing payments, claims, bond transfers and deliveries; working to ensure efficient, effective and time-sensitive trade settlements.-Point person for Trustee/Custodian relationship to ensure books and records are accurate; evaluate and resolve all operational obstacles brought to the desk.-Maintain over 300 client relationships with key trading couterparts, investment banks and private funds.

Senior leasing agent for New York City’s largest corporate housing provider