Sidney W Levy
Trade Settlement, Income and Corporate Actions Manager, Vice President
Sidney W Levy is a high-skilled professional, working in Reliance Trust Company as a Trade Settlement Manager, Assistant Vice President since 2010. This expert gained professional experience in more than six positions at various companies. Sidney W Levy went to the Georgia Institute of Technology and received education from 1999 to 2003. Atlanta, Georgia is the city, where this professional was lastly known to be situated. Sidney W Levy's e-mail and phone are easily accessed through this website by request.
Name variants:
Sydney Levy,
Sid Levy,
Syd Levy
Last updated Jun 19, 2024
Contact Information
Last Update
Jul 13, 2022
Email
si**@gmail.com, si**@gmail.com, sl**@gtalumni.org
Location
Atlanta, GA
Company
Reliance Trust Company
Workplace
Trade Settlement Manager, Assistant Vice President
Work History
Trade Settlement Manager, Assistant Vice President
Managed a project standardizing posting and payment of mutual fund commissions. Collaborated with senior management on client concerns, organized assessment team, led the analysis process, ...
from Jan 2010
Secretary
Assisting in the construction of a formal Business Plan for potential investors. Creating cost and revenue forecasts for different scenarios. Obtained a copyright from the U.S. Library of Co...
from Aug 2005
Project Manager
Devise and implement strategies, controls and processes for streamlining existing business and converting new business. Manage conversions of client assets into and out of the company. Assis...
Aug 2008 — Jan 2010
Team Lead
Manage daily trading operations averaging $100 million + per day. Supervise four mutual fund traders, night and day and serve as secondary trader for each. Serve as operations point person f...
Jun 2007 — Aug 2008
Mutual Funds Trader
Execute daily average of $60 million of mutual fund trades for custodial clients, primarily pension and 401(k) accounts. Perform complex problem solving in researching mutual fund trade erro...
Aug 2006 — Jun 2007
Account Reconcilement Specialist
Ensure that mutual fund positions recorded on Reliance systems match positions at corresponding fund companies. Ensure that all cash dividend payments and reinvestments are credited to clien...
May 2006 — Aug 2006
Education
1999 — 2003
1995 — 1999
Occupations
Executive
Manager
Vice President
Assistant Vice President
Department Manager
Master of Science
Managers
Accountant
Finance and Accounting Specialist
Health Specialist
Secretary
Construction
Operations Manager
Chief Executive
Department Supervisor
Accounting Bookkeeper
Bookkeeper
Skills
Management
Process Improvement
Back Office
Banking
Securities
Operations Management
Internal Controls
Team Building
Regulatory Compliance
Compliance
International Relations
Financial Mgt./Client Relations
Back Office Operations
Internal Control Systems
Securities/Mutual Funds
Consulting/Problem Solving
Teambuilding
Budgets/Cost Controls
FAQs about Sidney W Levy
What's the main profession of Sidney W Levy?
This professional's job is Trade Settlement, Income and Corporate Actions Manager, Vice President
What jobs is Sidney W Levy proficient at at?
The expert is proficient at Executive and Manager jobs.
Where does Sidney W Levy live?
Atlanta, Georgia is the place where Sidney W Levy lives
What is Sidney W Levy's email?
Sidney W Levy's email is si**@gmail.com and si**@gmail.com.
How many companies did Sidney W Levy work at?
The professional worked at six jobs.
Where has Sidney W Levy studied?
Sidney studied at the Georgia Institute of Technology from 1999 to 2003.
Are there any industries Sidney W Levy is connected to?
Sidney works in Financial Services industry.
What are professional skills of Sidney W Levy?
This person has skills in the following areas: Management, Process Improvement, Back Office, Banking, Securities, Operations Management, Internal Controls, Team Building, Regulatory Compliance, and Compliance.