Please complete the CAPTCHA to continue
@cnr.com
✓
3 phones found area 717 and 732
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
William Hamilton is listed as Performance Data Analyst at City National Rochdale, a company with 272 employees, based in Brooklyn, New York, United States. AeroLeads shows a work email signal at cnr.com, phone signal with area code 717, 732, and a matched LinkedIn profile for William Hamilton.
William Hamilton previously worked as Data Analyst at Appleone Employment Services and Middle Office Specialist (Consultant via Merrit Consulting Services) at Allianz. William Hamilton holds Diploma from Canarsie High School.
This section adds company-level context without repeating William Hamilton's masked contact details.
AeroLeads found 1 current-domain work email signal for William Hamilton. Compare company email patterns before reaching out.
Firms of employmentAppleOne Employment ServicesMerit Consulting, New York, NYHSBC Bank, New York, NYAllianz Global Asset Management, New York, NYSmith Barney, New York, NYExperience
Listed skills include Bloomberg, Equities, Fixed Income, Securities, and 35 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
New York, NY
Reconcile domestic and offshore accounts using website access and APX. Update performance. Process internal transfers, account numbers and file name updates. Work in conjunction with Financial Advisors and clients regarding billing issues.
New York, NY
Utilize APX and NetX360 for inputting cost basis information for new accounts. Utilize 'FEAT' feature to update client portfolio profile information.Obtain historical pricing from Yahoo Finance and Bloomberg for gathering daily prices for fixed income, index funds and equities in order to update the pricing file. Reconcile mutual funds, fixed income.
- Reconciled equity, fixed income securities and cash, utilizing custodian bank websites and statements. Assisted in the conversion from APX AXYS to Pacer. Responsible for reporting all failed equity trades on a daily basis, to ensure trades settled in a timely fashion.
Portfolio Administration / Reconciliation(From Temp to Perm)
- Researched and obtained original cost basis for accounts transferring over from Allianz Global Asset Management to Private Client Services.- Reconciled cash and positions with custodian bank transactions and positions statements for 269 accounts to internal record keeping system (Security APL and AXYS).- Responsible for setting up new accounts on.
Researched and resolved stock record differences resulting from street-side audits, (aged and current).- Monitored and reported seg deficit positions to comply with SEC rule15c-3 regarding possession and control.Performed quarterly audits to comply with the Medallion stamp program.
Security Control, Equity & Fixed Income Reconciliation,Medallion Stamp Program
Other employees you can reach at cnr.com. View company contacts for 272 employees →
Anjela Dawoodi
Colleague at City National Rochdale
United States, United States
View →
JM
Jennifer Mccormack
Colleague at City National Rochdale
Brooklyn, New York, United States, United States
View →
KO
Karen Olsen
Colleague at City National Rochdale
Fort Myers, Florida, United States, United States
View →
KM
Kevin Mcintosh, Cpwa®
Colleague at City National Rochdale
Denver, Colorado, United States, United States
View →
AS
Alexandra Sandoval
Colleague at City National Rochdale
Los Angeles Metropolitan Area, United States
View →
JF
James Frick
Colleague at City National Rochdale
New York City Metropolitan Area, United States
View →
MC
Matthew Clifford, Cfa, Cfp®, Cpwa®
Colleague at City National Rochdale
New York, New York, United States, United States
View →
JL
Joanne Landa
Colleague at City National Rochdale
Pasadena, California, United States, United States
View →
LE
Lev Elgudin, Cfa
Colleague at City National Rochdale
New York, New York, United States, United States
View →
MZ
Max Zaprahayeu, Cfa
Colleague at City National Rochdale
Greater Chicago Area, United States
View →
Quick answers generated from the profile data available on this page.
William Hamilton works for City National Rochdale.
William Hamilton is listed as Performance Data Analyst at City National Rochdale.
AeroLeads has found 1 work email signal at @cnr.com for William Hamilton at City National Rochdale.
AeroLeads has found 3 phone signal(s) with area code 717, 732 for William Hamilton at City National Rochdale.
William Hamilton is based in Brooklyn, New York, United States while working with City National Rochdale.
William Hamilton has worked for City National Rochdale, Appleone Employment Services, Allianz, Hsbc Securities, and Oppenheimer Capital.
William Hamilton's colleagues at City National Rochdale include Anjela Dawoodi, Jennifer Mccormack, Karen Olsen, Kevin Mcintosh, Cpwa®, and Alexandra Sandoval.
You can use AeroLeads to view verified contact signals for William Hamilton at City National Rochdale, including work email, phone, and LinkedIn data when available.
William Hamilton holds Diploma from Canarsie High School.
William Hamilton is listed with skills including Bloomberg, Equities, Fixed Income, Securities, Portfolio Management, Asset Management, Middle Office, and Trading.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the William Hamilton you were looking for.
