Douglas B.

Wealth Management Operations - AVP at Deutsche Bank

New York, New York, United States

Skills

Domestic & International Trade Settlements, Wire Processing and Reconciliation, Corporate Actions, Cash & Trade Reconciliation, Bloomberg, Project Management, Client Service, ETF's, UAT Testing, IRA RMD, Microsoft Office, SWIFT Messaging, DTCC Web Portal, VBA, Tableau, Alteryx, SQL, SIE & Series 99 License

About

Operations Professional with experience of delivering a high level of customer service to both external clients and internal colleagues. Proven to streamline and restructure current procedures to create efficiencies and mitigate risk to the firm. Able to
quickly learn new applications and adapt to change.