Christopher Ulrich Email & Phone Number

Florida, United States

Sarasota, Florida, United States

Jacksonville, Florida, United States

Responsible for preparing daily, month-end and quarter-end reports for Reverse Repurchases, Borrows, Securities Borrowed & Loaned (SBL), and Headcount for use within the income statement and balance sheet.Prepared weekly treasury reports including FR2004 WI & SI, A, B, and C and submitted to the Federal Reserve by afternoon deadline(s).Performed variance analysis with minimum threshold as needed to explain developing trends.Completed ad-hoc work such as writing K.O.P.s in… Show more Responsible for preparing daily, month-end and quarter-end reports for Reverse Repurchases, Borrows, Securities Borrowed & Loaned (SBL), and Headcount for use within the income statement and balance sheet.Prepared weekly treasury reports including FR2004 WI & SI, A, B, and C and submitted to the Federal Reserve by afternoon deadline(s).Performed variance analysis with minimum threshold as needed to explain developing trends.Completed ad-hoc work such as writing K.O.P.s in conjunction with vice presidents, updated and edited VBA macros, improve Excel files to enhance visibility of data across files, and confirmed security and market information via Bloomberg Terminal. Show less

Jacksonville, Florida, United States

Communicated with brokerage clients to discuss account maintenance and retirement planning via phone.Followed up with clients to confirm account movements and transactions as per fiduciary duty.As necessary, escalated cases of suspected fraudulent transactions and day-trader accounts to AML & KYC departments for further review.Took SIE, Series 7, and Series 63 exams after completing phone training.

Tampa, Florida, United States

Created a working anti-drink spiking device, presented it to college entrepreneurship class and later to NightCapIt owners, then demonstrated possible product improvements in workshops.Sold said device, sketches, and product ideas to them after implementing product improvements.

Venice, Florida, United States

Cleaned, stocked, and closed the shoe floor at EoD.Conducted sales and returns via POS software.Assisted in-store and over-the-phone customers in how to best select shoes and to apply coupons and discounts to achieve customer joy.

Venice, Florida, United States

Closed the shoe and jewelry floors at EoD.Followed loss prevention policy in accordance with in-store loss prevention specialist as needed. Oversaw handling of new stock and supplemental orders for shoes and jewelry.Responded to customer complaints concerning the jewelry and shoe floors. Attended retail management classes focusing on reducing shrinkage and increasing visibility of products on the floor.