Sergey Feldman Email & Phone Number

Owings Mills, Maryland, United States

Baltimore, Maryland Area

- Develops, tests, and deploys risk reporting tools to analyze collateral trends, address current reporting shortfalls, and increase visibility in internal balance reconciliation processes.- Works closely with client service representatives to map out, simplify, and automate challenging process flows.- Functions as a business analyst, serving as a middle man between in house technology teams and operations line specialists to help communicate and match business needs with technology deliverables.- Serves as a manager for North American and European pricing and indications teams. Responsible for ensuring accurate and timely creation, updating, and dispatching of position price statements. Functions as a central point of contact for client, sales, and desk indications requests.

Baltimore, Maryland

- Performs all collateral management, reconciliation , client service, risk analysis, and miscellaneous duties of the Analyst role detailed below.- Functions as a subject matter expert by creating and running informational sessions with internal counterparties in an effort to improve product knowledge, and better team to team communication.- Works in conjunction with a global team to perform system testing and reporting for critical internal Morgan Stanley systems.- Analyzes back end IT data and works in conjunction with the technology teams to recommend workflow improvements.- Assists in the training and development of new hires.- Organizes and runs morning team meetings.

Baltimore, Maryland

- Manages cash and securities collateral for bilateral OTC derivative trading between Morgan Stanley and institutional clients withing Morgan Stanley and multiple third party custodians.- Onboards clients to Morgan Stanley and third party tools for collateral management and trade reconciliation, while ensuring that accounts adhere to legal guidelines laid out in the client ISDA. - Functions as the primary point of contact for collateral and trade disputes, client statement and trade queries, and any ad hoc requests.- Works in conjunction with various trade support, settlement, risk, and technology teams to clear trade and collateral disputes, deliver timely client service and reduce counterparty exposure risk to the firm.- Creates workflow efficiency and reduces manual risk by creating Excel VBA templates for automation, and consolidating all relevant team procedure, client and ad hoc information and documents into a centralized database.

Baltimore, Maryland

- Managed cash and securities collateral for Futures and Listed OTC products traded between Morgan Stanley and other institutional clients.- Worked with the primary Client Relationship Manager and client operations teams to identify, analyze and reconcile trade and collateral disputes.- Streamlined workflows by creating and implementing reconciliation workbooks in Excel.

Baltimore, Maryland

- Ran tests using BackPack 'Em analytics to identify power users, establish trends, and provided recommendations on user outreach and product support.- Assisted in testing and design development of the BackPack ‘Em mobile application for Android and iOS.- Utilized social media marketing to direct potential customers to the BackPack ‘Em web portal and mobile application.- Worked with the marketing director, CEO and graphic designer to create marketing videos centered around the mobile application and marketplace.- Performed market research on competitors, consumer needs, and potential additional revenue streams

- Selected projects and scheduled work shifts for a four man maintenance crew.- Coordinated between student schedules, materials, time and space constraints, and project priority, while ensuring service quality. - Performed inventory management and submitted equipment requests.-Cataloged, organized, and renovated Paint Crew Operations office/supply room.

Catonsville, Maryland

- Provided indoor painting, wall repair, event setup, miscellaneous maintenance, and minor woodworking services for UMBC's Commons building, the central campus student activity center.- Trained newly hired employees.

North Bethesda, Maryland

- Shadowed subject matter experts in System Administration, Middle Tier production, and Database Administration to create documentation for the majority of eRA procedures.- Performed and documented smoke test results on new system roll out - Recorded minutes for all department meetings.

Rockville, Maryland

- Managed the private practice's back end database, consisting of 10,000 + patient records.- Duties included data entry, information management, and smoke testing for different queries.

Master Of Business Administration - Mba

Bachelor Of Science (B.S.), Information Systems

Activities and Societies: -Pi Kappa Phi (Risk Management - Spring 2014, Executive Council - Spring 2016) -Golden Key International Honors.

Minor, Entrepreneurship And Innovation