Robert Mann Email & Phone Number

Boston, MA, US

Boston, MA, US

Boston, MA, US

New York, NY, US

• Main contact for all Client/Portfolio Manager’s questions and inquiries that are fielded by our Donor Advised Fund team
• Open and service all new and existing client accounts
• Prepare and present quarterly board meeting materials to our internal and external board of directors
• Present WebEx demonstrations for clients and portfolio managers to help navigate our donor platform
• Sell and liquidate incoming securities to fund new or existing accounts
• Issue all cash disbursement’s in relation to vendor expenses and donor recommended grants to appropriate charities

New York, NY, US

• Oversee and manage all Global and Domestic fixed income trades on a daily basis to ensure they all settle on time and with valid instructions
• Direct all brokers and custodians to execute trades correctly and on time to meet all client expectations
• Mitigate risk by ensuring all local market trades are prioritized and accurately executed
• Work directly with Middle Office, Derivatives, Data/Pricing and Accounting teams
• Help on-board and coordinate the setup of new client accounts with Standish Mellon
• Discuss the structures and strategies of newly on-boarded accounts with the RM’s, PM’s, Compliance, Risk, and Accounting teams

Boston, Massachusetts, US

• Processed multiple brokers daily marks to markets and collateralized all lent out securities
• Executed instructions to receive or deliver collateral from broker counterparties
• Carried out daily cash movements while monitoring and resolving all pending and failing returns to ensure that all brokers needs were met throughout the security’s lending period
• Reconciled net cash collateral activity in a timely manner to maximize all brokers investment potentials
• Worked with traders, sell desk, loans team, returns team, and all brokers ensuring all investments and settlements were returned in a timely manner
• Minimized all breaks and broker contingencies to ensure that all securities were being streamlined and collateralized to meet broker requirements

Chicago, IL, US

• Assisted Loan Officers and Sales Team to complete all conditional tasks for loan submittals in a timely manner
• Was a customer service liaison to all clients to ensure that all documents were completed properly for loan approval
• Worked closely with insurance agencies, banks, real estate agents, appraisers and attorneys to request and complete insurance policies, titles, appraisals, payoffs and subordination agreements
• Streamline processing, underwriting and closing procedures to ensure all loan deadlines
• Managed company’s fraudulent activity database to guarantee customers credibility

Dallas, TX, US

• Assisted the Tenant Coordinator with managing over 500,000 sq. ft of office building space
• Created the building binder and office space plan for the new Providence location
• Processed accounts payable while working with MRI
• Controlled the Vendor List by obtaining updated contact information, W9’s, and Certificates of Insurance
• Managed all internal files and the purchasing of building and office supplies
• Administered work orders and issued billing to tenants for office building services

Boston, MA, US