Richard Ezzo Email & Phone Number

United States (Remote)

As part of CCT, I am part of a team that has $3.8 trillion of debt under administration along with $414.2 billion in assets administration. Furthermore, CCT oversees and handles $2.3 trillion in funds movement in 75 currencies in 20 different countries.Manager of approx 135+ relationships with multiple CTL locations Responsible for day-to-day client relationships, acting as the main point for ongoing plan administration/ operational requirements.Ensuring client requests are prioritised correctly including monitoring service levels and client satisfaction.Being the SME for clients on plans, products and process’, and displaying an in-depth technical understanding of the system processesFirst escalation point for client and internal stakeholders, and liaising with the service delivery teams for requests.Host and support regular client meetings to review service/project delivery status and event planning.Identify opportunities for efficiencies, solutions, and synergies within your client portfolio, accountable for suggesting value added chargeable services (professional services).Analysing client plans and developing solutions in close co-operation with the relevant internal and external stakeholders.Liaise with Relationship Managers on strategic changes to clients, influence commercials based on operational impacts and provide MI to support the operational health of the clientsPartnering with Relationship Management to influence strategic and commercial impacts to the client portfolioSupporting Senior Account Managers on key accounts

United States (Remote)

Joined Computershare as part of their acquisition of Wells Fargo's Corporate Trust Services (CTS) division.•As part of CCT, I am part of a team that has $3.8 trillion of debt under administration along with $414.2 billion in assets administration. Furthermore, CCT oversees and handles $2.3 trillion in funds movement in 75 currencies. •Work with relationship and administration teams to approve an average of 30,000 outgoing disbursement requests accurately and timely within our policies, procedures and guidelines. Above all, making sure all distributions adhere to the Governing Document/Agreement. •Interfaces with operational areas, internal departments and outside vendors as needed to resolve problems.•Accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Computershare policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions•Have extensive customer contact via email and phone to perform disbursement verification.•Participate in systems testing to support new processes, procedures, business line initiatives, and committees.

(Remote) Winston-Salem, North Carolina, United States

•Work with relationship and administration teams to approve outgoing disbursement requests accurately and timely within our policies, procedures and guidelines.•Interfaces with operational areas, internal departments and outside vendors as needed to resolve problems.•Accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions•Have extensive customer contact via email and phone to perform disbursement verification.•Participate in systems testing to support new processes, procedures, business line initiatives, and committees.• Support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

Winston-Salem, North Carolina, United States

• Administered a book of approximately 170 accounts with a market value of $82 million dollars. Duties include setting up, conducting reviews, administering, terminating and distributing moderately complex accounts of all types. Along with Identifying and resolving client issues.• Identified customer needs/requests and offer solutions whilst adhering to the governing documents.• Communicated directly with clients, WF partners and centers of influence as well as external resources, e.g. accountants or attorneys, who are related to the client accounts as part of day-to-day administration.• Analyzes trust/financial information, reacts accordingly and prioritizes as appropriate.• Systems used daily: Navigator, TMM,TMT,SEI,CSS,BPM,SMR

Winston Salem, Nc

• Part of a team that supports the $462 billion Wells Fargo Wealth Management Investment community with a variety of complex functions that require expert knowledge of the process and systems within Investment Operations.• Acts as a liaison to other internal departments including technology groups, Trust Administrators, Investment Strategists, Money Managers and external sources.• Possess the ability verify accurately, manage risk, resolve issues, handle critical production and escalated issues. • Have lead in department projects such as heading up Tax Harvesting for our East Coast team and developing our action plan for years 2016 and 2017. • Work under minimal supervision with a degree of independence. • Knowledge of trust applications: SEI, Task Management Tool, Trust Money Movement.

St. Louis, Mo

Officially handles calls from a variety of Financial Advisors, Financial Specialists, and Sales Assistants providing operational and administrative support service. Part of a team that assisted in $10.8 billion in Annuity sales for 2015 along with $101 billion in outstanding business. Consistently convey a positive, confident, and professional image to callers and fellow staff members. Routinely promote collaboration with team members to achieve goals. Proactively deal in customer relationships by providing clear and concise solutions. Knowledge of annuity systems including: AnnuityNet, BETA, Wisdom, Annuity Services Workflow, and Linking Tool. Licenses: Life Insurance Producer

Mahwah Nj/Boston Ma

Traded US equities, commodities, options, FX and ETFs for personal account on various platforms including CQG.Analysed charting patterns on a intrday timeframe to identify optimal levels for entry and exit points.Utilized past expierence and market knowledge along with momentum trading systems to achieve optimal returns.

New York, New York

Managed the futures trading operation of a member firm on the New York Mercantile Exchange(NYMEX/COMEX) including customer relations, trading records and reconciliation, spreadsheet maintenance, payroll and bonuses.Responsible for a team of 25 clerks and brokers in the gold, silver and copper markets.Communicated with customers and staff daily about current market conditions/analysis, trade execution.Trained and mentored clerksto perform duties under heightened pressure situations and advised on managing customer relationships.

New York, New York

Acted as liaison between customer and broker in the execution of futures and option orders.Allocated trades to proper accountsMade sure clearance and settlements met with proper procedures and deadlines.

Ba Management, Business Administration And Management, General

Associate Of Science (As), Business Administration And Management, General