William Greene Email & Phone Number

New York, New York, United States

Developed client relationships and managed sales for electrical supplies across NYC and the Tri-State Area for a family business.Ensured customer satisfaction and coordinated logistics for timely delivery of products.

New York, New York, United States

Sold emergency response systems, nurturing leads, and ensuring high levels of customer service.

New York, New York, United States

Managed daily operations for a start-up, utilizing live betting platforms, allocating capital, tracking trading performance, generating daily PnL reports and coordinating with clients and traders to optimize operations.

New York City Metropolitan Area

Managed the risk review and approval process for a diverse range of complex investment banking deals.Led regional and global operational and executive committees, providing detailed risk analysis and presenting strategic recommendations to senior stakeholders.Oversaw and maintained a global transaction management system, leading projects to enhance system functionality, streamline workflows, and increase automation globally.Coordinated due diligence efforts for high-profile transactions, ensuring that each deal met firm-wide standards for risk tolerance, compliance, and regulatory requirements.Collaborated with cross-functional teams, including investment banking, legal, and compliance, to ensure successful transaction execution and alignment with internal risk policies.

New York, New York, United States

Played a key role during Invesco’s acquisition of OppenheimerFunds, ensuring a smooth transition, and integrating Oppenheimer’s operations into Invesco’s broader structure.Supported a diverse range of trades, including single-ticket trades, program trades, options, futures, swaps, IPOs, and secondary offerings, among others across equity and fixed-income portfolios.Worked closely with portfolio managers and traders to ensure smooth execution and operational integration of these trades within OppenheimerFunds’ platforms (CRD, Aladdin Citrix, Bloomberg, Everest, Nuvo Prime).Led portfolio implementation and modeling efforts, providing detailed trade and performance reports, while ensuring accurate data flow between trading and operational systems.Provided day-to-day support to traders and portfolio managers, resolving trade discrepancies, facilitating trade matching, and managing risk through precise position reconciliation.Collaborated with senior leadership to streamline workflows, implement process improvements, and enhance operational efficiency in a fast-paced trading environment.

New York, New York

Oversaw the entire trade life cycle for equities, fixed-income instruments, and derivatives, ensuring timely settlement, accurate reconciliation, and comprehensive reporting.Supported traders and portfolio managers with the execution of various financial instruments, addressing discrepancies in real time and ensuring accurate data handling for reporting.Managed cash positions, monitored trade matching, and confirmed settlement details, working closely with internal teams to mitigate operational risk and improve workflow efficiencies.

New York, Ny

Assisted equity traders and portfolio managers with managing trade blotters, handling corporate actions, and ensuring accurate trade execution and served as the point of contact for all settlement related inquiries.Supported the trade desk by monitoring positions, performing trade reconciliation, and maintaining communication with traders to resolve discrepancies and ensure smooth operations.

New York, New York, United States

Conducted daily banking operations, reconciled accounts, and supported financial reporting for various departments.

Greater New York City Area

Team Captain for Intern competition that created educational tools for financial advisers to assist their clients in developing a global perspective for retirement investing. Lead a team of 14 individuals, overseeing the day-to-day activities, attending weekly meetings with employee sponsors/resource teams. Additionally, I researched and prepared a competitive analysis on thought leadership

Greater New York City Area

I participated in the preparation of presentation books for several mutual funds. I was also the team captain for Intern competition that developed marketing strategies to target, attract and engage young investors. Oversaw the planning and implementation of the team’s project, attending weekly meetings with employee sponsors/resource teams.

Greater New York City Area

I Researched Developing and Emerging Markets. In addition, I was the youngest member of winning team for Intern competition that developed ways to utilize Social Networking. Contributed by creating an Oppenheimer Salesforce.com account, which served as an internal social network platform which could be monitored.

I worked at Bellevue Hospital refurbishing and installing electrical generators.

Education record

Education record