Invested a portion of the firm's assets into fixed income securities, following a strategy designed to maximize safety and liquidity with secondary emphasis on income and yield -Completed pre-purchase and on-going analysis of certain securities, including the bank's municipal bond and corporate bond holdings -Monitored financial market and economic developments affecting the bank's investment portfolio -Provided fair and accurate information to the Accounting Department to be included in the development of financial reports -Ensured compliance with all relevant regulatory and internal policy requirementsSat on the CRA Investment Committee, providing input on investment opportunities that benefit the local communityRan the bank's model for structuring and analysis of solar energy project financingManaged the bank's counterparty exposure and collateral position due to customer interest rate swaps Contributed analysis used in the pricing of residential mortgage loansCross-trained and served as back-up for monthly ALCO productionAssisted in the bank's Lean efforts by identifying areas of waste and implementing more efficient processesCompleted other ad hoc requests assigned by the Chief Investment Officer

Trained to become a licensed Financial Advisor for Morgan Stanley’s Wealth Management division. -Passed Series 7 and Series 66 licensing exams administered by FINRA. -Learned best practices for generating contacts, appointments, and sales.

Fulfilled daily responsibilities covering the DTC and/or Fed desks, including: -Settlement of corporate, municipal, government and agency bonds, as well as MBS and CMOs. -Resolution of trade breaks with broker or retail/institutional customers. -Management of stock borrow contracts for US Treasury issuances. -Communication with various parties including trade desks, sales assistants, counterparties, and management.Assisted in firm initiative to transition security processing functions from self-clearing to custodian clearing.

As Team Lead of the Clearing and Settlements team:Completed trade comparison for Citadel’s self-clearing business, which clears and settles 800,000 trades per day.Used third-party and proprietary software to compare in-house trade details against counterparty trade details, involving a high degree of client and broker interaction.Assisted in build-out of Citadel’s institutional brokerage business by developing new processes and controls, sharing knowledge of market practices, and designing innovative solutions to new business problems.Simultaneously managed multiple complex projects spanning various IT and business groups, including design, implementation, and ongoing production support. Played lead role in development of proprietary clearing and settlement software platform capable of supporting all of Citadel’s self-clearing business with increased efficiency and streamlined processing. As a member of the Reconciliation and Control team:Performed daily balancing of 40-50 trading accounts consisting of over-the-counter products, including complex credit default swap and high-volume total return swap accounts for Citadel.Reconciled client positions and cash versus the street, validating post-trade processing and reporting accuracy.