Sam Quinn Email & Phone Number

Toronto, Ontario, Ca

New York, Ny, Us

• Reviewed customer accounts and issued margin calls.• Collapsed boxed positions and updated start of day positions.• Reviewed and resolved option trade violations.• Booked option, equities and fixed income trades and resolved trade breaks.• Organized and lead client demos of internal and third-party reporting systems.• Initiated wire, DWAC, DRS, ACAT and free delivery requests.• Acted as a liaison between the bank and client to ensure proper release and acceptance of PPOs and escrow receipts.• Notified clients of option exercise/assignments and updated start of day positions.• Coordinated with Tri-party clients to open DVP accounts to settle option assignments and exercises.• Informed clients of first and last day trading for their futures positions.• Booked FX transactions to client accounts.• Reviewed large short option positions for risk of assignments.• Informed clients of upcoming Corporate Actions and elected based on their decision.

Atlanta, Ga, Us

• Reviewed information provided and prepared loans for closing.• Coordinated with brokers and settlement agents to ensure a smooth closing process.• Cross-trained in Compliance to review and approve broker credentials.• Acted as a team lead when manager was out.

Fort Lauderdale, Fl, Us

• Responsible for daily reports and informing teams of pending items.• Reviewed physician credentials and background checks.• Approved physicians to go on placements.• Oversaw technical support for the physician online application process.• Updated physician information in the CRM.• Elected by leadership as the top employee of the quarter.

Fort Lauderdale, Fl, Us

• Created training presentations and documents for a formalized training process.• Created organizational chart and infographics to quickly relay information.• Organized physician information into hospital applications.• Corresponded with physicians to complete applications and turn in pending items.

Fort Lauderdale, Fl, Us

• Foster relationships with potential clients by informing them of different opportunities

• Developed and implemented innovative recruitment strategies that increased new member recruitment by more than 25% while maintaining expenses at 15% below budget through a keen focus on operational excellence as well as unique leadership and team building qualities.• Created strategic process improvements that increased efficiencies, streamlined processes, and improved brand recognition for the fraternity.• Spearheaded the training and development of fraternity brothers by adding strategic positions, and providing training in sales and customer service to enhance and improve recruiting techniques.

Atlanta, Ga, Us

• Provided assistance to underwriting team by completing 30+ loans a day ensuring accuracy and completeness of forms and documents.• Collaborated with internal team and external Mortgage brokers to originate loans generally managing the process from application to disbursement of funds (or rejection of the application).

Sandy Springs, Georgia, Us

• Responsible for acquiring new business, qualifying customers for service, identifying sales leads, pitching the service, and closing the sale for a direct marketing and customer acquisition company in the cable/satellite, retail and telecommunications arena. • Executed account management processes with clients by providing them with prompt resolutions to questions and issues, excellent communication, and world-class customer service

Memphis, Tn, Us

• Attended daily meeting detailing the care of neurology patients.• Shadowed the head of the neurology unit during rounds.

Atlanta, Ga, Us

• Shadowed and aided neurology nurses during daily rounds.• Observed a hysterectomy and a tumorectomy.

Decatur, Ga, Us

• Increased efficiency by cataloging medications alphabetically and by symptoms addressed.• Provided customer service by contacting medical offices and providers to ensure patients received the most current treatment.