Richard Brown Email & Phone Number

United States

Newark, New Jersey, United States

• Investigated and researched client inquiries in order to maintain up-to-date records and ensure all payments were made and received when expected
• Communicated clearly and effectively with clients, counterparties, and team members
• Effectively multi-tasked numerous clients and all their day-to-day tasks
• Successfully completed all daily tasks assigned to me by managing my time, keeping track of all deadlines, and escalating any issues in a timely manner

Greater Denver Area

• Managed settlements for domestic trades (DTC & Fed) as the lead analyst on the domestic settlement desk
• Investigated and resolved any pre settlement discrepancies in order to facilitate settlement of trades while complying with strict market requirements and deadlines
• Updated and developed new procedures in order to reduce risk
• Trained new and existing employees on assignments and functions within the team
• Assisted colleagues on the global settlements desk (Euroclear, Clearstream, etc.) when daily volumes increased, in order to adhere to international market deadlines
• Reported and monitored status of failed trades, while working with our client and counterparties to identify, address, and resolve any issues

Greenwood Village, Colorado

• Took initiative to network with and assist up to six senior team members with various tasks, in order to gain more exposure to different areas of financial industry
• Compiled and updated information for over 150 clients using CRM software, improving organization of client information and day-to-day productivity for senior team members
• Contacted up to 50 clients a day, scheduled and facilitated appointments, and prepared paperwork, while operating in a fast paced environment

Bachelor Of Business Administration - Bba, International Business, 3.74

Associate Of Science (A.S.), Business Administration And Management, General, 3.32