Sheldon Howell Email & Phone Number

Richmond, VA, US

Richmond, Virginia Area

Glen Allen, VA

• Reviewed and updated User Access Roles specific to Department and function saving over $600/quarter
• Provided training and Beta system support for Trade Processing/Order Entry, Trade Correction, Performance Reports and Tax Reporting achieving 98% service level
• Coordinated 30 daily asset movement between various departments and the need to adhere to WellsTrade/company policies, federal tax laws, and AML rules under the Bank Secrecy Act
• Researched and resolved escalated time-sensitive inquiries yielding satisfaction rating of 93%
• Translated complex technical information into non-technical, user-friendly terminology to staff
• Using Word and Excel coordinated with management to document workflows

Glen Allen, VA

• Provided training and call center support for International/Domestic and Mandatory/Voluntary Corporate Actions deals, Dividends payments, as well as timely sale, transfer of Employees Stock Options and Restricted Stock.
• Partnered with management to identify areas of improvement and best practices to maximize operational efficiency

Educated a variety of gym members on the proper way of using gym equipment and machines

Greater New York City Area And Glen Allen, VA

• Collaborated with BSA on several Systems Upgrades and Reporting Projects
• Reconciled several General Ledger accounts daily and completed month and year-end exception reporting in compliance with departmental rules, company policy, SEC regulations and the Sarbanes–Oxley Act
• Executed accurate calculation, adjustment, and timely allocation of principal and interest payments on bonds