- KeyBank (Overland Park, KS)
- …for compliance requirements + Review Loan Documents to decide the specific account requirements + Review, communicate, and setup of new Restricted Bank Accounts ... with closing attorneys, clearing bank personnel and other customers to insure account information is properly disseminated and account structure is understood.… more
- BlackRock (Princeton, NJ)
- …fund launches, and trade activity, partnering with Transfer Agents (TAs) to manage account setup and maintain accurate investor data. + Build and maintain ... requirements. **Platform Support & Risk Management:** + Deliver accurate and timely investor and fund reports, including account statements, capital calls,… more