Philip Ross is a eficient professional, that works in Morgan Stanley (Pride) main office of which is in 136. on the position of Consultant from 2013. This expert gained professional experience in more than 22 positions at various companies. Philip Ross went to the St. John's University and got education there from 2000. New Hyde Park, New York is the city, where this professional was lastly known to live. This professional's phone and email are accessed through this website by request.
Name variants:
Phillip Ross,
Phil Ross,
Pip Ross
Last updated Jun 13, 2024
Contact Information
Last Update
Jul 8, 2022
Email
ph**@etrade.com, ph**@gmail.com
Location
New Hyde Park, NY
Company
Morgan Stanley (Pride)
Workplace
Consultant
Work History
Consultant
Jersey City, New Jersey
Perform Statement Checkout to ensure correct income is reflected on 1099’s before forms are sent to clients – Re-Class, Unit Investment Trust & Original Issue Discount
Conduct trade reco...
from Jan 2013
Specialist: Legal Transfer
New York, NY
Processed the legal transfer of stock certificates to enter firm’s street name via the procedure and requirements of the Securities Transfer Association Rule Book
Requested and explained wha...
Apr 2011 — Oct 2012
Specialist: Legal Transfer (Physical Securities)
New York, NY
Apr 2011 — Oct 2012
Dividends Agent
Composed, sent and analyzed Dividend Claims due to firm.
Followed up with outside firms regarding Value Date for claims sent on behalf of firm.
Utilized Bloomberg, DTC, Lan Amo and Solar So...
May 2007 — Jan 2008
Senior Tax Reporting Agent
{Tax Seasons Calendar Years 06-11})
Assist Jr. Level Tax Reporting Agents in dealing with escalated issues originating from branches as well as clients.
Display tax reporting knowledge and e...
Jan 2007 — Apr 2011
Senior Tax Reporting Agent/ Divdends Agent/ Accounts Receivable Clerk
Long Island City, NY
Jan 2007 — Apr 2011
Licensed Real Estate Sales Agent P/T
New York, NY
Apr 2006 — Dec 2012
Licensed Real Estate Sales Agent P/T
Jamaica Hills, NY
Demonstrate proven sales ability by selling residential and commercial real estate.
Coordinate all services needed to purchase real estate.
Consistently create marketing materials.
Analyze p...
Apr 2006 — Jan 2012
Account Executive
Originated Residential Mortgages
Developed new relationships with other loan officers within Countrywide to form a referral network for new residential mortgage leads.
Assisted in developing...
Oct 2005 — Feb 2006
Commercial Finance Coordinator
Created and led Commercial Mortgage Division
Discovered new lending programs to assist borrowers with their Commercial Financing needs.
Assisted in creating marketing literature for Commerci...
Dec 2001 — Oct 2005
Customer Service Representative
New York, NY
Jun 2000 — Jun 2001
Customer Service Representative
Demonstrated effective problem solving skills regarding customer Login/Application concerns
Responded to high-volume telephone calls regarding customer positions and P/L
Submitted detailed ...
Jan 2000 — Jan 2001
Out Patient Registration Representative
Screened for adequate insurance and other required documentation
Triaged patients to pertinent hospital departments to suit their healthcare needs
Processed patients’ paperwork which enabled...
Jan 1999 — Jan 1999
Operating Room Materials Purchasing Assistant /Out Patient Registration Representative
New York, NY
Jun 1998 — Jun 2000
Recreational Counselor (P/T)
New Hyde Park, NY
Jun 1998 — Jun 1999
Recreational Counselor (P/T)
Developed, lead, and participated in recreational groups for psychiatric inpatients
Maintained progress reports on patients’ participation and conduct during groups
Recorded patients’ behav...
Jan 1998 — Jan 1999
8715 164 St, Jamaica, NY 11432
Education
1995 — 2000
Occupations
Executive
Assistant Vice President
Counselor
Health Specialist
Certified Nurse Aide
Sales Specialist
Agent
Security
Vice President
Chief Executive
Advisor
Nurse
Nurse Practitioner
Sales Representative
Skills
Account Reconciliation
Financial Services
Accounting
Finance
Investments
Accounts Receivable
Customer Service
Analysis
Financial Analysis
Accounts Payable
Tax
Credit
General Ledger
Sarbanes Oxley Act
Microsoft Excel
Financial Reporting
Outlook
Budgets
Access
Powerpoint
Data Entry
Insurance
Quickbooks
Proficient in: MS Office
Lotus Notes
Genesis Loan Processing Software
FAQs about Philip Ross
What is the main profession of Philip Ross?
The expert is a Consultant.
What are the main profession of The professional?
These person's professions are Executive and Assistant Vice President
Where does Philip Ross live?
New Hyde Park, New York is the place where Philip Ross lives
What is the expert's email?
Philip Ross's email is ph**@etrade.com and ph**@gmail.com.
Where did Philip Ross work?
Philip Ross worked at Morgan Stanley (Pride), Citigroup (Consultant/Adecco).
What education does Philip Ross have?
Philip studied at the St. John's University from 2000.
What is the industry that Philip Ross worked in?
This professional works in Investment Banking industry.
What are special skills of Philip Ross?
Philip has such skills as Account Reconciliation, Financial Services, Accounting, Finance, Investments, Accounts Receivable, Customer Service, Analysis, and Financial Analysis.