Ryan Bridge Email & Phone Number

Fort Washington

Fort Washington, Pa

Wilmington, De

Newark, De

Pittsburgh

• Responsible for setting up and maintaining investment manager accounts on a trade processing platform, including pension funds, mutual funds, and family trusts• Research complex errors in processing equities, fixed income, MBS, and treasuries, ensuring trades are instructed and accounted for accurately and timely• Work with technology teams to successfully complete long-term and short-term projects, with a focus on trade instruction to custodians, record keeping platforms, and interested parties• Setup test accounts and create test files in order to help global clients trade new products , such as FX’s, with our trade processing platform• Coordinate settlement instruction updates with trade processing teams, ensuring custodians are constantly receiving correct and up to date instructions• Assist with training new employees, both in the United States and in India in trade processing support for global clients• Successfully completed SWIFT testing in order to allow clients to open accounts with new custodians

Pittsburgh, Pa

• Responsible for settling equity, fixed income, and MBS trades in DTC, Fed, Euroclear, and local markets under strict deadlines• Processed and calculated wire transfers for TBA MBS trades on a monthly basis• Created daily fail reports to send out to clients regarding settlement status of trades• Coordinated and calculated SPO charges to be delivered between brokers and custodians• Researched unmatched and unconfirmed trades daily, working with brokers and reporting findings to clients• Worked with various brokers, custodians, and an accounting team in order to ensure accuracy in trade processing and reporting • Handled daily questions from clients regarding same-day settlement trades and end of day trade totals• Setup custodian instructions on Omgeo Alert, ensuring brokers had correct settlement instructions for client accounts

Assisted sales team by uploading information to online databaseHelped organize new filing system for the company

Assisted with patient records by placing medical documents into online database.

Successfully maintained and completed tasks for municipal building upkeep.