Samuel Radman
San Francisco,USA
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Designer & Project Manager
Michael Merril Design Studio, Inc.
01.2018 - Current
- Create functional and aesthetic interiors for various spaces. Select paint colors, lighting finishes, textiles, furniture, flooring, and window treatments to the elements. Organize, plan and execute multiple projects and manage various vendors, consultants, and timelines to bring projects to successful completion.
- Produced high-quality mockups for client approval during the iterative design process, saving time on revisions later down the line.
Contract Corporate Actions
First Republic Bank
10.2016 - 05.2017
- Process foreign domestic private funding voluntary and mandatory corporate actions. Monthly metrics, risk analysis.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Contract IT Testing
Wells Fargo Bank
06.2015 - 12.2015
- IT Testing for a newly developed tax system. Utilizing IT systems to track and analyze various tax structured scenarios utilizing complex formulas. Creating test spreadsheets and developing.
Senior Investment Analyst, Corporate Actions
TIAA-CREF
01.2006 - 01.2015
- Process foreign domestic private funding voluntary and mandatory corporate actions. Monthly metrics, risk analysis. Quality Assurance and IT Testing initiatives yearly. Reconcile daily trades, stock lending & borrowing working with Portfolio Managers, Quantitative Analysts, and custodial banks.
Registered Team Lead
Charles Schwab and Co. Inc.
02.1995 - 03.2006
- Supervised mandatory foreign and domestic corporations liaison between account reconciliations and account reporting, ensuring the accurate distribution of data for month-end reporting. Trained and supervised staff to analyze and reconcile internal clearance and client accounts. Drafted policies and procedures to minimize risk and liability. Initiated team building and performed improvement programs.
Voluntary Corporate Action Specialist
Charles Schwab and Co. Inc.
01.1999 - 01.2000
- Process foreign and domestic corporations. Validate terms and conditions of offers with brokers, clients, and transfer agents. Reconcile general ledger clearance accounts on a daily basis.
Reconciliation Specialist
Charles Schwab and Co. Inc.
01.1995 - 01.1999
- Monitored corporate actions general ledger clearance account and provided detailed written commentary for daily month-end reporting. Collaborated with individual corporate action specialists to research and resolve suspense items. Balanced and reconciled voluntary corporate actions accounts on a daily basis.
Education
Associate of Science - Business
City College of San Francisco
San Francisco06-2017
Skills
- Corporate Actions Financial Analyst, Series 7 and 63 licensed, Bloomberg terminal, Excel Certification, initiated and drafted account reconciliations procedure manuals Combined 4 account Reconciliations and Mandatory Corporate Actions under one supervisor position Financial compliance, internal audit and account reconciliations Class Actions, Phone line management, and Quality Assurance Trained over 300 Smith Barney employees on Shearson systems after merger
- AS Business, MS Office, certification in excel, QuickBooks (Enterprise and Desktop), QuickBooks Time, Vectorworks, AutoCAD, Revit, JIRA, XSP
- Friendly, positive attitude
- Teamwork and collaboration
- Problem-solving
Affiliations
- Organizations
- American Society of Interior Designers (ASID)
- Architecture, Engineering and Construction Daily (AED)
- National Kitchen and Bath Association (NKBA)
Certification
- Certified in Excel
Timeline
Designer & Project Manager
Michael Merril Design Studio, Inc.
01.2018 - Current
Contract Corporate Actions
First Republic Bank
10.2016 - 05.2017
Contract IT Testing
Wells Fargo Bank
06.2015 - 12.2015
Senior Investment Analyst, Corporate Actions
TIAA-CREF
01.2006 - 01.2015
Voluntary Corporate Action Specialist
Charles Schwab and Co. Inc.
01.1999 - 01.2000
Registered Team Lead
Charles Schwab and Co. Inc.
02.1995 - 03.2006
Reconciliation Specialist
Charles Schwab and Co. Inc.
01.1995 - 01.1999
Associate of Science - Business
City College of San Francisco
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