Quintin Mecham Email & Phone Number

Salt Lake City, Utah, United States

Salt Lake City, Utah, United States

Salt Lake City, Utah

• Responsible for various functions required to support a growing $200 B global platform that includes over 50+ portfolio managers, requiring high attention to detail, risk mindset, and ability to work in a market sensitive environment. • Selected as Team Lead responsible for quality control checks, project management, performance feedback, training, and daily escalation resolution.• Managed the on-boarding and off-boarding of external and internal portfolio managers on the Private Wealth Management Investment Platform, requiring coordination across Technology, Compliance, and other Operations groups to test and deliver requested enhancements.• Redesigned Private Wealth Management’s Tax Loss Harvesting process by utilizing Alteryx, Excel and Access to implement a better streamlined and automated workflow that reduced risk by automating manual steps and implementing key data quality validations; improved process resulted in a time savings of 45 minutes per day.• Selected to manage a cross divisional project to redesign Private Wealth Management’s asset servicing notification system; developed and managed project critical success factors, partnered with Technology to ensure appropriate system enhancements were implemented and tested, and established a post project system maintenance plan.

Greater Salt Lake City Area

Greater Salt Lake City Area

• Performed daily position and transaction reconciliations to ensure client accounts were in good order for trading by ensuring data reflected by portfolio managers matched the firm’s books and records.• Liaised between portfolio managers and PWM sales teams to ensure accurate trade processing and timely asset movements within SLA; as needed, developed training for PWM sales teams to educate them on managed account best practices.• Trusted to launch and maintain sensitive tax loss harvesting process across portfolio managers, a process reserved for high performing analysts due to the sensitivity, complexity, and volume of requests. • Demonstrated ability to think critically with proper attention to detail, ensuring market and business sensitive requests are handled timely and accurately, all while balancing client pressures and appropriate risk mitigation.

• Supported client service associates and operational personnel by reviewing daily inquiries and performing reconciliations; defined and prioritized project activities to drive system enhancement and process improvement specifically with data utilized for client tax reporting. • Used effective written and verbal communication to assist Financial Advisors, Sales Assistants, and other branch personnel with gain and loss applications, procedures, and regulations.

Kansas City, Missouri Area

• Worked with various client accounts and team projects to complete Account Administration including tax reclaims/tax documentation, and market openings/exits/updates.• Calculated NAV and performs end of night tie out by reconciling final net assets and related data by collaborating with team members in timely manner.• Reviewed and researched problems to assist with data collection for risk/compliance

•Dedicate over forty hours per week to achieving personal and team academic and athletic goals.•Develop excellent communication and leadership skills by working with people from a variety of diverse backgrounds. •Enhance decision making skills through responsibilities and leadership roles within the team.

• Tailored instructional methods to meet individual learning needs of each student-athlete while building communication and teaching skills; • Tracked and reported students’ progress to counselors and teachers to ensure their coursework was on track.

Finance, Finance, General, 3.92

Activities and Societies: Member of the University of Kansas Football Team Student Athlete Advisory Committee. Also participated.

Associate Of Science (A.S.), Finance, General, 3.98

Activities and Societies: Member of Snow College Football Team from 2008-2010 2009 Snow College Football Team Captain Phi Theta Kappa.