Todd Abramson Email & Phone Number

Naperville, Illinois, United States

Geneva IL

· Meet clients in all aspects of their investing horizon and develop a plan by understanding what is important to them· Use an established process to build personalized strategies to help achieve their goals· Partner together throughout life to keep them on track· Prepare a Financial Foundations report to paint a picture of their current retirement.

Chicago, IL

· Performed reconciliation of cash and positions and planned future cash requirements · Managed relationships with Corporate Actions, Income, Trade, Cash, Custodians and Brokers· Tracked and prioritized projects to implementation to resolve issues· Established policy and procedures for trade claims

Chicago, IL

· Managed a over 30 professionals that provided daily cash balances, cash forecasts, and balanced holdings to Portfolio Managers of $3 billion in assets· Executed purchases, swaps, interest payments, and FX transactions· Implemented and maintained strong internal controls on all risk items· Interpreted legal documents· Chaired client calls to strengthen.

· Performed financial analysis and due diligence of acquisition targets· Secured new finance structures to save over $75,000.00 in interest annually· Reduced over 90-day accounts receivable by 25% and decreased days sales outstanding by 20 days· Actively monitored past due reports, adjusted credit limits accordingly, and instituted COD procedures

· Oversaw day-to-day operations and compliance of deals totaling $4 Billion in assets· Aided in the formation and interpretation of legal documents for the deal· Performed monthly compliance reporting and quarterly payment to investors· Point of contact for investors, lawyers, accountants, rating agencies, and underwriters

· Managed a over 30 professionals that provided daily cash balances, cash forecasts, and balanced holdings to Portfolio Managers of $3 billion in assets· Executed purchases, swaps, interest payments, and FX transactions· Implemented and maintained strong internal controls on all risk items· Interpreted legal documents· Chaired client calls to strengthen.

· Performed monthly compliance testing for multiple CLO and CDO products· Reconciled cash flow from bank to internal systems and performed waterfall calculations for payment· Trained personnel on various Wall Street Office software and reports· Transferred ownership for reconciliations, short-term investing, and daily NAV pricing

· Managed the issuance and pay down of commercial paper program· Projected available cash and invested excess cash in short term investment vehicles· Wrote research reports for approval of companies for short term investments· Reconciled incoming and outgoing funds versus expectations on a daily basis· Compiled monthly compliance reports and quarterly.

· Reconciled daily cash and position activity between custodian and fund· Projected cash for settlements of all long-term loans purchased for assigned funds· Invested excess cash in commercial paper according to prospectus guidelines· Analyzed financials and prepared credit reports on specific companies for short-term investments

B.A., Accounting

Education record