Stuart Freeman Email & Phone Number

Dallas, Texas

• Principal point of contact and liaison between outside institutions and bank administrator for the transfer process
• Effectively and efficiently transferred, verified, balanced and reconciled client investment accounts ensuring compliance with Bank of America on instructions received from administration
• Substantial experience with the electronic transfer of stocks, bonds and federal assets; manual transfer of mutual funds and foreign assetsAccomplishments: Successfully transferred over 900 accounts involving over.

Jersey City, New Jersey

• Successfully balanced daily mandatory high risk priorities to mitigate risk of loss by adhering to tight deadlines of money market trades upon request
• Setup and reconciled daily wire transfers; balanced and allocated monthly client income
• Gathered information and data to analyze appropriateness of establishing a trading relationship with money market funds; opened accounts, when appropriate, or made recommendations for alternatives, when necessary
• Managed loan account rates; reconciled month-end payments
• Researched and balanced mutual fund income distribution differencesAccomplishments: Handled high risk transactions in a multi-tasking environment with no losses. Trained managers and staff on departmental procedures.

New York, New York

• Money Market Fund trading upon instruction
• Reconciled, balanced and paid out all income earned to client on their Money Market holdings accrued on a monthly basis
• Wired out funds for buys and received wires for sales
• Accountable for all state insurance income collection/distributionAccomplishments: Prior to my assignment, fund/interest collection was received after several months. Succeeded in developing procedures to ensure that.

New York, New York

• As Supervisor of Announcements and Rates:
• Processed all anticipated dividend payments and interest rates
• Balanced income collection house accounts
• Analyzed all missing income and over payments for the purpose of procedure improvementAs Supervisor for Inquiries:
• Point of contact for all bond income and dividend discrepancies
• Tracked and analyzed reasons for differences

New York, New York

• Handled client account opening and maintenance, performed clerical duties such as data input and data verification for proper setup of client accounts
• Calculated and processed all monthly commissions and fees
• Created annual financial report for each individual unit investment trust account Accomplishment: Mentored and trained all new incoming administrators. Promoted to Senior Administrator.

New York, New York

• Administered bond interest payments to investors
• Ensured customer satisfaction by researching and resolving customer issues
• Maintained records and balanced house accountsAccomplishment: Processor of up to $300 million dollars monthly. Promoted to Administrator.