Stephen Griffin Email & Phone Number

Greater Seattle Area

- Responsible for CA Workload Automation system and associated software tools- Creating/Updating Automation processes including analysis of new requests- Works closely with business owners to define and prioritize conversion of manual processes to automation with special focus on Operations department- Maintains automation code via source control- Work with Helpdesk to provide support/monitoring for automation systems- Create, update, and maintain process documentation and self-help knowledge base- Coordinates with Eaton Vance IT to manage automation environment and cross organization needs

Greater Seattle Area

• Interface with the Domestic and International Portfolio Managers for reporting, event driven processes (i.e. Client and Consultant questionnaires) and issue resolution (i.e. Security classification, Trading and report system trouble shoot). • Create automation proficiencies and gather specifications to improve processes. • Primary support for the trading and investment processes, specializing in international products and services. • Serve as primary contact for Portfolio Manager reporting needs utilizing CRD, FactSet, proprietary tools, BNY Mellon (3rd party) reporting tools and other information delivery systems.

Greater Seattle Area

• Assisted with the conversion from Advent Moxy Trading platform to Charles River, streamlining the trading process and allowed for future client and trade volume growth, and reducing input errors and level of effort• Account setup and maintenance via technical platforms/software • Reconcile Mutual Funds and Trade Settlements• Communicate to clients and consultants daily and monthly trading information• Provide support for client service professionals and portfolio managers • Administer managed account platforms; including, trading, maintenance of advisor & client data, and performance reporting• Reconciled 150 separate issue accounts on a weekly cycle

Greater Seattle Area

• Composite construction and membership maintenance• Reconciliation for over 200 accounts• Trade allocation and trade settlement• Field Client reporting and ad-hoc requests• Calculate composite and client performance• New account setup

• Trade settlement Fixed income and Equity• Trade allocations for Fixed income and Equity• Reconciliation • WRAP trading platform• Tax Lot harvesting• Approved Marketing materials

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Activities and Societies: University of Washington Business Plan competition

Education record