Paul Crews Email & Phone Number

Senior Account Administrator. Assist the department supervisor in ensuring operational efficiencies in all functional areas of Institutional and Managed Account Operations including new account set up, review and ongoing maintenance. Provide assistance to staff in the daily and monthly account reconciliation process, specialized client reporting, and ad hoc client requests. Assist supervisor and manager in review of monthly and quarterly client marketing materials, composite performance, and client invoicing. Held the following positions at Calamos including: Team Leader Institutional Operations, Trade Processing, New Account Supervisor and assisted Branch Manager (Broker Dealer).

Delivery SpecialistResponsible agent and warehouseman for Riceland Rice Inc. Registered and maintain warehouse receipts for the settlement of all the company’s delivery activity on CBOT, MACE, CME and IMM contracts. Performed CBOT/CME balancing, option expiation and out trades. Develop inventory system to effectively manage inventories which facilitated re-issues, storage payments and reconciliations.

Assistant ManagerSupervised trade entry, settlement of out-trades, exchange reconciliations, deliveries, regulatory reporting and performed administrative functions. Operations unit liaison for all regulatory and corporate audits.

SupervisorResponsible for overseeing corporate customer service department which open new client accounts performing client file updates, statement corrections, commission adjustments, office transfer and customer inquires. Active member of Product Development Committee.

Bachelors, Finance And Economics

General Studies

Activities and Societies: Hockey, Football, Baseball

Education record

Education record