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truthful27
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- Last Login : 2016-05-15
- Member Since : 2014-07-29
Career
Description
Etrade Information Services, LLC.
Lead Operations Analyst
2014/07~
I oversee the functions of Cost Basis and Tax Reporting team.
I am developing quality Matrices for the team.
I am in charge of tracking timesheets for pay outs.
I manage Cost Basis Inquiries escalations.
Etrade Information Services, LLC.
Operations Analyst
2012/06~ 2014/05
Escheatment
Generated Reports for Escheatment team
Verified records for accounts aboutbto be escheated
Cost Basis
Corporate action processing
Portfolio processing
Stock record history Analysis
Cost Basis Inquiry Processing
Record Breaks Balancing
Generating Reports for Cost Basis
Resolved more than 50,000 exception backlogs.