Sylvester Coons Email & Phone Number

San Francisco, California, US

Atlanta, GA, US

Boston, MA, US

♦ Reviewed and provided Series 9/10 approval for multi-layer accounts including options and margin.♦ Reduced risk to firm by conducting due diligence and following regulatory requirements. (AMO / KYC/ Dodd-Frank)♦ Processed transactions with 99.5%-100% quality for tenure.♦ Trained managers and team members in regulation and process improvements throughout.

Boston, MA, US

♦ Processed information with flawless execution; maintaining 99.5% quality rating.♦ Identified areas of risk and offered solutions which could be implemented, thereby preventing fraud and privacy incidents.♦ Able to receive complex account documentation and process within 15 minutes to receive incoming asset transfers.♦ Flexible and able to proactively.

Boston, MA, US

♦ Executed trades, account distributions, and provided transactional information.♦ Led customers toward defined solutions for their specific situation.♦ Averaged 20 hours/week overtime to assist Fidelity’s client’s needs through tax season.

♦ Performed all corporate financial business tasks (cash management, settlements, investments, reconciliations)♦ Calculated daily corporate liquidity, movement of cash flow at multiple banks via ACH and Wire transfers, movement of surplus cash to investments♦ Performed cash and investment accounting at period end (interest income, realized gains/losses.

Valley Forge, PA, US

♦ Advised portfolio manager daily of any critical market or economic data♦ Hedged portfolios to minimize market risk (using futures contracts)♦ Minimized credit risk of the mutual fund by purchasing investment grade bonds♦ Responded to inquiries pertaining to bond trading information; liaison to outside bond vendors ♦ Daily reconciliation of cash positions.

Valley Forge, PA, US

♦ Ensured compliance with regulatory agencies, used KYC♦ Processed complex account transfers within Six Sigma guidelines for corporate and private clients♦ Nurtured client relationships and retained assets through difficult circumstances (divorce, death)♦ Researched and resolved funding issues (ACH, SWIFT, FedWire, IBAN, BIC)♦ Trained employees, assisted.

Valley Forge, PA, US

♦ Escalated any account issues through appropriate channels to protect the funds and investors♦ Conducted cost benefit analysis and revised corporate procedures resulting in 20% savings♦ Facilitated daily discussions about securities, economic indicators, financial markets with 80-100 private and corporate clients♦ Computed investment cost using Cost Basis.

♦ Utilized yield management skills to maximize hotel’s revenue♦ Sold resort packages and consistently cross-sold other hotel products and services ♦ Managed room inventory and pricing strategy♦ Handled guest check-in / out; proactive in determining guests needs ♦ Analyzed and resolved guest billing issues with confidence and accuracy

Mclean, Virginia, US

♦ Promoted to Duty Manager / Night Auditor within six months of hire♦ Provided prompt resolutions to guest issues as manager; ensuring 100% guest satisfaction ♦ Verified and reconciled hotel’s financial accounts on a daily basis♦ Expedited training of PBX personnel, reservations and front desk employees♦ Proficient in Hotel and Property management computer.

Mba

Bachelor'S, Hotel & Restaurant Management