Todd Clark Email & Phone Number

New York, New York, Us

New York, New York, Us

Facilitate the execution of pipeline deals for GS private investments within the UIG team. Transaction types include LIHTC, Joint Venture Equity, Opportunity Zones, or Debt structures. I am also responsible for the monitoring of our fulfilled commitment & facilitation of funding once capital is called on a closed deal. Additionally, once the deal is closed, I am involved in a number of ongoing reporting requirements, including, but not limited to, 8996 tax filings, CRA reporting, risk monitoring, BS exposure, etc.

New York, New York, Us

Provide Product & Treasury Support to the Money Market and Long Term Fixed Income Desks within GSAM while also ensuring client accounts are within the guidelines defined in their IMA.

New York, Ny, Us

I'm currently an analyst in J.P. Morgan's Asset Management Division where I provide end to end support to the Global Liquidity, Muni, and Managed Reserve short-term desks for all trading and cash management functions. Included in these functions are real-time cash availability updates to the desk, the confirmation and settlement of all TD, CP, CD, & Repo trades settling same day, escalating post-execution issues with the PM, the calculation and booking of interest on non-trad floating rate interest for long held repo, and overseeing the settlement of trades between custody and the broker. In addition to the daily functions, I am responsible for weekly reporting to senior PM management that summarizes capstock movement, changes to the fund NAV and provide a breakdown of univested cash broken down by fund. I am also actively involved with projects from ad-hoc requests to longer-term initiatives.

New York, Ny, Us

As an Asset Reconciliation Analyst I compare the various asset positions held by BlackRock against what the Custodian or Prime Broker has for their own records. Once the discrepancies are identified through the reconciliation I work to have these "breaks" resolved either internally or often times externally all in timely manner. In addition to reconciliation, I also am responsible for sending out daily reports to various teams in the numerous offices BlackRock has throughout the world.

Valley Forge, Pa, Us

As a licensed Education Savings Specialist my primary responsibility is to gather the clients needs and discuss potential investment choices based on those needs while offering both investment guidance and education about the wide array of investments Vanguard offers. As one could imagine in the world of investments discrepancies do occasionally come up and another responsibility of mine is to research these discrepancies brought forth by the client and seek a resolution all while providing strong client relationship management skills.

Pittsburgh, Pa, Us

As a commission based employee my primary responsibilities include answering questions both in-person and over the phonePromoting both nutritional supplements and herbs with customers in order to maintain a healthy lifestyleProcessing shipment, delivering deposits to the bank, and various other tasks required to run a business

Bachelor Of Business Administration - Bba, Finance

High School Diploma