Middle Office Operations Analyst
Current- Primary, secondary, and distressed closer- Completing accurate borrowing requests daily- Daily trade reconciliation - Using Solvas for settlement
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@spglobal.com
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1 phone found area 318
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LinkedIn matched
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Nathan Warner is listed as Middle Office Operations Analyst at Siepe, a company with 32 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at spglobal.com, phone signal with area code 318, and a matched LinkedIn profile for Nathan Warner.
Nathan Warner previously worked as Middle Office Associate, Investment Operations at S&P Global Market Intelligence and Consultant at Compri Consulting. Nathan Warner holds Bachelor'S Degree, Finance from Louisiana Tech University.
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AeroLeads found 1 current-domain work email signal for Nathan Warner. Compare company email patterns before reaching out.
Graduated in 2014 with a BS in finance. Throughout my time in school, I was able to learn and gain knowledge of investments and the industry as a whole which has carried over into my professional career. Interested in learning about data and how it drives decision making in the economy.
Listed skills include Efficient In Microsoft Word And Microsoft Excel, Powerpoint, Microsoft Excel, Finance, and 12 others.
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Dallas-Fort Worth Metroplex
- Primary, secondary, and distressed closer- Completing accurate borrowing requests daily- Daily trade reconciliation - Using Solvas for settlement
Dallas-Fort Worth Metroplex
- 1,745 trades closed YE 2023- Using Wall Street Office Administrator to determine clients’ position - Researching trades and determining best strategy in order to close - Communicating effectively with the client - Distressed trades closer (closed near $100MM distressed deal in early 2024)- Primary trades closer (have closed over $200MM)
Settling trades for a buy side client using Wall Street Office Administrator.
Providing excellent customer service to participants in a wide range of retirement plans. Assist with handling their accounts, providing educational support and knowledge based solutions with a "can-do" attitude. Handling 60+ inbound calls per day with the occasional outbound call for customer resolution. Proficient in understanding what customers are.
Plano, Texas
Was able to provide support to the fountain food service data management group. Handled multiple excel spreadsheets with lots of data. Proficiently tailored the spreadsheet to meet the requirements for upload to the system showing that the product was delivered.
Prosper, Texas
Contract position that focused on scanning loan documents to get them online so they were easily accessible.
Ruston, LA
Responsibilites include handling customer transactions, answering the telephone, closing the bank at day's end
Other employees you can reach at siepe.com. View company contacts for 32 employees →
Lauri Pool
Colleague at Siepe
Greater Houston, United States
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CT
Charlie Templeton
Colleague at Siepe
Greater Houston, United States
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RM
Ravi Menon
Colleague at Siepe
Princeton Junction, New Jersey, United States, United States
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KH
Kristi Hintergardt-Gerstel
Colleague at Siepe
Palm Beach Gardens, Florida, United States, United States
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HP
Hazel Patel
Colleague at Siepe
Richmond, Texas, United States, United States
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TF
Trevor Fougere
Colleague at Siepe
Canada, Canada
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CV
Connor Van Nostrand
Colleague at Siepe
Dallas-Fort Worth Metroplex, United States
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BH
Briahna Hynes
Colleague at Siepe
Houston, Texas, United States, United States
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DA
Diego Avila
Colleague at Siepe
Bethel, Connecticut, United States, United States
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DY
Dylan Yun
Colleague at Siepe
Plano, Texas, United States, United States
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Quick answers generated from the profile data available on this page.
Nathan Warner works for Siepe.
Nathan Warner is listed as Middle Office Operations Analyst at Siepe.
AeroLeads has found 1 work email signal at @spglobal.com for Nathan Warner at Siepe.
AeroLeads has found 1 phone signal(s) with area code 318 for Nathan Warner at Siepe.
Nathan Warner is based in Dallas, Texas, United States while working with Siepe.
Nathan Warner has worked for Siepe, S&P Global Market Intelligence, Compri Consulting, Self, and Fidelity Investments.
Nathan Warner's colleagues at Siepe include Lauri Pool, Charlie Templeton, Ravi Menon, Kristi Hintergardt-Gerstel, and Hazel Patel.
You can use AeroLeads to view verified contact signals for Nathan Warner at Siepe, including work email, phone, and LinkedIn data when available.
Nathan Warner holds Bachelor'S Degree, Finance from Louisiana Tech University.
Nathan Warner is listed with skills including Efficient In Microsoft Word And Microsoft Excel, Powerpoint, Microsoft Excel, Finance, Customer Service, Microsoft Office, Access, and Time Management.
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