Simon P. Email & Phone Number

Orlando, Florida, United States

Securities Lending

Jacksonville, Florida

Senior Trade Support for the Securities Lending desk. Performed on a team of 4 that oversaw all Domestic and International trades for the Americas and UK executed by Securities Lending Desk. Subject-matter expert (SME) between trading desk and off-shore support teams for the Americas.• Onboarded and managed Static Data of Domestic Accounts onto trading platform.• Troubleshot system redundancies and provided cost-saving alternatives.• Collaborated with business IT in testing new Direct Borrow stock loan initiative that saved over $3M in vendor fees each year.

Jacksonville, Florida Area

Collaborated with team of 4 that processed, reconciled, and supported all Domestic Corporate Actions for the Americas. • Assisted Business Analysts with process knowledge and UAT Testing to help standardize PB dividends process, which eliminated hours spent on reconciliation process. • Managed relationships between onshore / offshore teams and Client Reps by providing system functions and support to exceed client expectations.• Assisted with planning team meetings, new hire interviews, and generating KPIs to Supervisor.

Jacksonville, Florida

Hired to newly assembled team to provide client support and Corporate Actions (CA) services for all Domestic clients. SME overseeing 3 offshore teams. (Voluntary/Mandatory/Dividends)• Worked with End User Data Applications (EUDA) to produce Excel macro used to reduce Corporate Action reconciliation time by 50%.• Involved in standardizing, automating, and offshoring group functions to India.

Jacksonville, Florida Area

Summer Intern recruited to perform on team of 5 that processed asset transfers for retail clients. Primarily responsible for client accounts $100K or less. • Liaised between Client Advisors and Clearing Firms regularly to ensure all client assets fully transferred in a timely manner.• Completed day-to-day responsibilities and took the initiative to shadow and cross-train with coworkers.• Established positive rapport with coworkers, Team Manager, and department Supervisor during and after internship.