Scott Marsh Email & Phone Number

Charlotte, North Carolina, United States

Led and trained 3 person crews of surveying technicians in gathering field data for preparation of maps for clients including engineers, architects and developers.Obtained a solid working knowledge of real estate surveying including interpretation of legal descriptions of property, calculation of property boundaries based on deed descriptions, location of easements and encroachments, and examination of maps and blueprints.

Charlotte, North Carolina, United States

Completed daily reconciliation of client accounts between back office and Security APL reporting system to ensure accuracy across all accounts.Prepared and reviewed performance reports detailing client's account holdings, realized gain/loss, contributions/withdrawals, and rates of return.Collected and updated cost basis information for accurate gain/loss information on taxable accounts.

Charlotte, North Carolina, United States

Managed projects eliminating discrepancies between back-office systems and APL database, shortening reconciliation time for both cash and securities holdings.Ensured accurate processing of corporate actions including reorganizations, spin-offs, stock splits, stock dividends, and reverse splits.Preparation and distribution of month-end and quarter-end investment accounting and performance reports to brokers, clients, and professional asset managers.Obtained a solid working knowledge of securities including but not limited to common and preferred stock, municipal fixed income, corporates, treasuries, CMO's, FNMA's, GNMA's, and mutual funds.