Peter Schick Email & Phone Number

Boston, Ma

-Responsibilities include: settlement of bond and bank loan trades as provided by clients,investment of excess cash as directed, management of cash flows up to $1.5 billion permonth-Perform audits on trade activity to ensure compliance checkpoints are met-Process syndicated and middle market loan trades at clients’ request-As trustee, maintain accruals, ratings, and payment schedules for corporate bonds and asset-backed securities-Daily reconciliation of client accounts… Show more -Responsibilities include: settlement of bond and bank loan trades as provided by clients,investment of excess cash as directed, management of cash flows up to $1.5 billion permonth-Perform audits on trade activity to ensure compliance checkpoints are met-Process syndicated and middle market loan trades at clients’ request-As trustee, maintain accruals, ratings, and payment schedules for corporate bonds and asset-backed securities-Daily reconciliation of client accounts, resolving all discrepancies between clients and agent banks-Contributed to various committees focusing on innovative and efficient ways to manage CLO and structured finance vehicles, as well as, improve processes within the CDO department-Analyze, track and settle CDO activity and cash inflows/outflows to the portfolio-Act as single point of contact during new CDO closings as well as CDO distributions and liquidations. Show less

Boston, Ma

Boston, Ma

-Daily reconciliation of loan facilities to ensure uniformity.-Analyze and track loan activity across multiple deal families.

-Obtained Series 7 license as part of a Independent study program.-Provided guidance to clients in regards to their employee stock option plans.-Rendered effectual instruction to 401K and 403b tax-exempt participants regarding their investment preferences.-Conducted training for new employees concerning their job responsibilities.-Utilized unsurpassed interpersonal and communication skills in discussing and answering tax-exempt client concerns in relevance to their options in… Show more -Obtained Series 7 license as part of a Independent study program.-Provided guidance to clients in regards to their employee stock option plans.-Rendered effectual instruction to 401K and 403b tax-exempt participants regarding their investment preferences.-Conducted training for new employees concerning their job responsibilities.-Utilized unsurpassed interpersonal and communication skills in discussing and answering tax-exempt client concerns in relevance to their options in several aspects of the retirement plan. Show less

-Obtained Series 6 and Series 63 licenses.-Rendered instruction to 403b tax-exempt participants regarding their investment preferences.

Took charge of organizing and assisting with the preparation of multimillion-dollar state annual operation and capital budgets, including cost and cash flow projections and financial documentations.