Otc Collateral Analyst- Officer
Current
Jan 2023 - Present
AeroLeads people directory · profile
Stephen Coffman Email & Phone Number
OTC Collateral Analyst- Officer
at
Bank of America
1 work email found
@northerntrust.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
OTC Collateral Analyst- Officer
Location
United States
Company size
Who is Stephen Coffman? Overview
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Quick answer
Stephen Coffman is listed as OTC Collateral Analyst- Officer at Bank of America, a with 250057 employees, based in United States. AeroLeads shows a work email signal at northerntrust.com and a matched LinkedIn profile for Stephen Coffman.
Stephen Coffman previously worked as Collateral Analyst at Disys and Officer: Cash & Collateral Analyst Hedge Fund Services at Northern Trust Corporation. Stephen Coffman holds Bs, Finance from Butler University - College Of Business Administration.
Company email context
Email format at Bank of America
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{first}_{last}@northerntrust.com
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AeroLeads found 1 current-domain work email signal for Stephen Coffman. Compare company email patterns before reaching out.
Profile bio
About Stephen Coffman
Experienced Collateral Analyst with a demonstrated history of working in the investment banking industry. Skilled in Customer Relationship Management (CRM), Trading, Risk Management, FINRA, and Foreign Exchange (FX) Trading. Strong finance professional with a BS focused in Finance from Butler University - College of Business Administration.
Listed skills include Trading, Risk Management, Foreign Exchange, Microsoft Office, and 41 others.
Current workplace
Stephen Coffman's current company
Company context helps verify the profile and gives searchers a useful next step.
Bank Of America
8 roles · 22 years
Stephen Coffman work experience
A career timeline built from the work history available for this profile.
Sep 2021 - Jan 2023
Officer: Cash & Collateral Analyst Hedge Fund Services
Dec 2018 - Jul 2021
Margin & Collateral Analyst Listed Derivatives
Deutsche Bank Securities
• Issue margin calls to clients.• Build firms margin call report, which includes the Brazil analysis.• Perform FX bookings and netting for platinum accounts.• Input client’s movements in the treasury system.• Perform and approve Reg Codes on client’s accounts.• Process Brazilian Bonds in the trade portal.• Analyze the firm’s gross deficit report.• Upload securities into the Harris Portal.• Perform reports to make sure analysts make proper journal entries.• Monitor FX and US fails.• Monitor Collateral settlement.• Monitor payments and receipts in the Harris Bank Portal.• Investigate the daily breaks for the previous day and make sure the analyst clears the break.
Nov 2015 - Dec 2018
Margin & Collateral Analyst Listed Derivatives
• Issue margin calls to clients.• Build firms margin call report, which includes the Brazil analysis.• Perform FX bookings and netting for platinum accounts.• Input client’s movements in the treasury system.• Perform and approve Reg Codes on client’s accounts.• Process Brazilian Bonds in the trade portal.• Analyze the firm’s gross deficit report.• Upload securities into the Harris Portal.• Perform reports to make sure analysts make proper journal entries.• Monitor FX and US fails.• Monitor Collateral settlement.• Monitor payments and receipts in the Harris Bank Portal.• Investigate the daily breaks for the previous day and make sure the analyst clears the break.
Nov 2015 - Dec 2018
Risk And E-Trading Analyst
• Serve as a team member of the Risk Management department of an international FCM/ Clearing Firm.• Conduct the daily stress test of the firm’s market exposure.• Conduct daily margin calls.• Add funds to client’s account on CQG CAST, Rithmic, CTS or PATS• Perform platform setups for client’s accounts.• Set up or adjust client’s limits• Put together marketing material for the platforms that we offer.• Interview potential employees & consult with management to see if they are a good fit.
Nov 2014 - Nov 2015
Technical Support Analyst/ Treasury Support
Investigate clients issues with platforms.Investigate trade errors in the client's account.Investigate inbound and outbound wires for the client's trading accounts.Assist clients with platform set-up.Assist clients with completing account application.
May 2012 - Nov 2014
Senior Broker/ Derivatives Specialist
Infinity Brokerage Services
* Established and maintained relationships with clients in the spot Forex, and Electronic Futures Markets.* Performed due diligence to meet NFA and exchange requirements prior to opening accounts and throughout the life of the account* Conducted risk management through computing and analyzing clients mark-to-market equity values relative to Exchange margin requirements* Negotiated commissions with new clients and guided them through the new account process* Monitored clients open positions and placed electronic trades when necessary
2005 - Feb 2012
Team & coworkers
Colleagues at Bank of America
Other employees you can reach at bankofamerica.com. View company contacts for 250057 employees →
VU
Vineet Upadhyay
Colleague at Bank Of AmericaHyderabad, Telangana, India
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MH
Melissa Hunter
Colleague at Bank Of AmericaWaterford, Michigan, United States
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TH
Teegan Howell
Colleague at Bank Of AmericaCharlotte, North Carolina, United States
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PB
Peter Barlow
Colleague at Bank Of AmericaCharlotte, North Carolina, United States
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NJ
Nagesh Jagabattuni
Colleague at Bank Of AmericaDallas, Texas, United States
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JP
Juan Pina
Colleague at Bank Of AmericaLas Vegas, Nevada, United States
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NB
Nyima Baldeh
Colleague at Bank Of AmericaHenan, China
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PS
Paul Swiencicki
Colleague at Bank Of AmericaLancaster, New York, United States
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NM
Nancy Mazur
Colleague at Bank Of AmericaJacksonville, Florida, United States
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DM
Dennis Marzakis
Colleague at Bank Of AmericaMatthews, North Carolina, United States
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Vineet Upadhyay
Colleague at Bank Of AmericaHyderabad, Telangana, India
View →
MH
Melissa Hunter
Colleague at Bank Of AmericaWaterford, Michigan, United States
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TH
Teegan Howell
Colleague at Bank Of AmericaCharlotte, North Carolina, United States
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PB
Peter Barlow
Colleague at Bank Of AmericaCharlotte, North Carolina, United States
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NJ
Nagesh Jagabattuni
Colleague at Bank Of AmericaDallas, Texas, United States
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JP
Juan Pina
Colleague at Bank Of AmericaLas Vegas, Nevada, United States
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NB
Nyima Baldeh
Colleague at Bank Of AmericaHenan, China
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PS
Paul Swiencicki
Colleague at Bank Of AmericaLancaster, New York, United States
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NM
Nancy Mazur
Colleague at Bank Of AmericaJacksonville, Florida, United States
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DM
Dennis Marzakis
Colleague at Bank Of AmericaMatthews, North Carolina, United States
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2 education records
Stephen Coffman education
Education record
Barrington High School
FAQ
Frequently asked questions about Stephen Coffman
Quick answers generated from the profile data available on this page.
What company does Stephen Coffman work for?
Stephen Coffman works for Bank of America.
What is Stephen Coffman's role at Bank of America?
Stephen Coffman is listed as OTC Collateral Analyst- Officer at Bank of America.
What is Stephen Coffman's email address?
AeroLeads has found 1 work email signal at @northerntrust.com for Stephen Coffman at Bank of America.
Where is Stephen Coffman based?
Stephen Coffman is based in United States while working with Bank of America.
What companies has Stephen Coffman worked for?
Stephen Coffman has worked for Bank Of America, Disys, Northern Trust Corporation, Deutsche Bank Securities, and Deutsche Bank.
Who are Stephen Coffman's colleagues at Bank of America?
Stephen Coffman's colleagues at Bank of America include Vineet Upadhyay, Melissa Hunter, Teegan Howell, Peter Barlow, and Nagesh Jagabattuni.
How can I contact Stephen Coffman?
You can use AeroLeads to view verified contact signals for Stephen Coffman at Bank of America, including work email, phone, and LinkedIn data when available.
What schools did Stephen Coffman attend?
Stephen Coffman holds Bs, Finance from Butler University - College Of Business Administration.
What skills is Stephen Coffman known for?
Stephen Coffman is listed with skills including Trading, Risk Management, Foreign Exchange, Microsoft Office, Commodity, Investments, Fx Options, and Financial Analysis.
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