Travis Walters Email & Phone Number

New York, New York, United States

Utilize automated customer account transfer services (ACAT), Depository Trust Company (DTC), and deposit and withdrawals at custodians (DWAC) to facilitate daily transfers of stocks and bonds valued at eight-figure dollars across financial institutions. Prepare client documentation for alternative investments and hedge funds, initiating capital calls upon acceptance into the fund. Reconcile transfers and apply securities cost basis internally when funds arrive in account.

New York, New York, United States

Leveraged relationships to pilot rapid client account openings and quick cash investment with major custodians, including Schwab & Fidelity, and directed funding process using cash or securities for 200+ daily transactions ranging from six-figure dollars to eight-figure dollars. Assembled and expedited client forms, including new account documents, transfer paperwork, trustee change forms, and power of attorney forms. Conducted account maintenance functions such as changing account registrations, designating and updating beneficiaries, contract administration, initiating, and tracking asset/cash contributions and withdrawals.

New York, New York, United States

Audited files for irregularities, fraud, and potential subrogation and collaborated with private investigators to verify claims. Led negotiations with claimants, doctors, and hospitals regarding monetary settlements and hospital bills. Provided timely communication with injured workers, witnesses, employers, and third-party insurers to assess compensation claims' veracity. Approved or denied time-sensitive requests, authorized treatment plans, and issued payments within assigned deadlines.