Tim Monaco Email & Phone Number

Charlotte, North Carolina Area

Sales and trading support for High Yield and High Grade securities servicing Institutional Asset Managers and Hedge FundsServe as key control and risk management function for trading desk ensuring regulatory deadlines and client SLAs are met within the post-trade processImproved overall organization in processing daily fails and receiving emails which cut.

Managed team of 16 people within Derivatives/Fixed Income Valuations and Rates/Equity Settlements Operations Teams- Led global efforts with Tokyo, Singapore, and Chester (UK) to ensure all policies were consistent among all regions- Created learning seminars to ensure all associates had a deep knowledge of our supported products- Withstood major turnover.

Berwyn, PA

Provided support to investment manager client on their security master file and pricing data.Collaborate with client support team through monthly management meetings to identify and reviewrestated accounts while developing steps to reduce future statement issuesAssisted in the transition of the Morgan Stanley pricing team to be moved from Jersey City, NJ.