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 Fidelity. ♦ Routinely handled escalations and accounts in excess of $500M.♦ Assisted operations on-boarding of new clients in excess of 1,500 accounts each.♦ Implemented various ad hoc projects including one for employee optimization. ♦ Known as subject matter expert (SME) in several areas (tax, processing, systems).♦ Routinely participated in user acceptance testing (UAT) at direction of product owners.♦ Exceptional performance rating (highest available) for three years in a row.

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 adjust and process in any area at a moment’s notice to meet changing business needs - cross-trained in a variety of disciplines.♦ Promoted teamwork across departments and ensured our processes were consistent.♦ Served as peer role model by introducing innovative ideas and connecting with business partners to broaden my professional network.

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, account reconciliations)♦ Coordinated the funding of dispersement accounts and vendor payments and other bank activity♦ Monitored bank account balances; minimizing fees and avoiding negative balances♦ Monthly calculation and reporting of investment returns♦ Performed various cost/benefit analyses of proposed service agreements♦ Developed techniques to ensure prompt deposit of receipts♦ Developed full business plan - competitive analysis; marketing plan. Devised and conducted market research through surveys. Devised strategy and developed relationships with athletes and travel partners (hotels, restaurants, tourism offices, etc)

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 for several multi-billion dollar mutual funds♦ Generated risk management reports on diversification, duration, and cash positions of portfolios ♦ Traded fixed income securities ♦ Resolved accounting and transaction irregularities with brokers, fund accounting, transfer agents

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 intermediaries and clients with account questions and procedures ♦ Ensured Back Office service standards, data management, and settlement activities are achieved in terms of quality, timeliness and appropriate improvements made as needed

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 and Average Cost Accounting methods♦ Proactive collaboration with the Front Office, Documentation and Back Office to ensure appropriate interpretation and understanding of requests ♦ Expedited requests and resolved issues using data processing, analytical, and problem-solving skills

♦ 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 systems♦ Managed suite inventory and pricing strategy

Mba

Bachelor'S, Hotel & Restaurant Management