Preston Trout Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

• Providing standard reporting and analytical support to Platinum clients of Bank of America. • Responsible for investigating and resolving of discrepancies associated with the settlement of FX-related transactions. • Communicating by phone and email while providing quality customer service with both internal and external customers, including the front office/sales desk. • Collaborating with a small team to confirm and settle FX-related securities. • Applying critical thinking skills to enhance processes, including value add projects. • Presenting projects directly to senior management. • Utilizing complex systems in daily tasks and projects.

Charlotte, North Carolina

-A part of the Foreign Exchange team working within Investigations & Settlements- Critically evaluate data from multiple sources, reconcile conflicts, decompose high-level information and documented results- Assist with client service initiatives such as recommending and promoting BofA products- Develop methods to reduce risks, increase controls and increase client satisfaction.- Identify anomalies within various trades, tracking down their origin and resolving the underlying issues- Complete and run Excel Reports for upper management- Work with different Vendors to coordinate business solutions- Investigate cash breaks and missing payments using various software applications- Contribute to the development of re-engineering methods to improve processes, reduce risks, increase controls and/or increase customer satisfaction

Unc Wilmington

In charge of all club operations and oversee all officers involved with the club. Handle budget databases, event planning, and facilitate teamwork with direct collaboration with other officers.

Wilmington, North Carolina Area

- Oversee all operations of the club with collaboration with the club- Provide financial budgeting and event planning skills- Provide teamwork with all other officers and existing members

Charlotte, North Carolina

-Selected as an Intern for the Global markets Operations/Middle Office (GMO&MO) Program. There I was a part of the Foreign Exchange team working within Investigations & Settlements- Critically evaluated data from multiple sources, reconciled conflicts, decomposed high-level information and documented results- Assisted with client service initiatives such as recommending and promoting BofA products- Developed methods to reduce risks, increase controls and increase client satisfaction.- Identified anomalies within various trades, tracking down their origin and resolving the underlying issues- Completed and ran Excel Reports for upper management- Worked with different Vendors to coordinate business solutions- Investigated cash breaks and missing payments using various software applications- Contributed to the development of re-engineering methods to improve processes, reduce risks, increase controls and/or increase customer satisfaction

Wilmington, North Carolina Area

- Loads and unloads furniture and related materials onto and off trucks, ensuring that appropriate padding and ropes are used to prevent damage..- Locates and relocates desks, chairs, tables, bookcases, and other related home equipment and furniture.- Arranges and sets up furniture and related items for home use as instructed.- Operates a large moving truck in the transportation of moving materials, as necessary.- Ensures proper care in the use and maintenance of equipment and supplies; promotes continuous improvement of workplace safety and environmental practices.- May serve as the main contact person in communications with customers regarding work orders. Performs miscellaneous job-related duties as assigned.