Tim Mcdermott Email & Phone Number

Greater Philadelphia Area

Philadelphia

• Operations Work Lead – Asset Management Group February 2016 - PresentPNC Financial Services Group, in Philadelphia, PA
• Applying Lean process improvement techniques within income collections department.
• Collaborating with business partners to resolve issues within the department.
• Presenting project updates to income collections team.

Wayne, Pennsylvania

• In association with Randstad,Executed a detailed review of procedures and identified key areas ripe for process improvement opportunities. Subsequently proposed enhancements that were readily adopted and made an.
• Accurately processed client cost basis requests including: allocations, step-ups and gifted securities.
• Delivered assistance and guidance to new-hires during processing issues.

Wayne, Pennsylvania

• Tasked with reconciling adjustments per the Depository Trust Company (DTC). Additionally, processed fixed income distributions to client accounts per congruence with the DTC, JP Morgan and Bank of New York (BoNY).
• Increased investment production knowledge by engaging and attending learning sessions and department overviews.

Bachelor'S Degree, Liberal Arts And Sciences/Liberal Studies

Education record