Adam Winslow

Experience

1. Trust Administrator Ii

   FIS

   Apr 2021 — Present · Houston, TX, US

   Prepared monthly reports that showcase various financial ratios and concentration limitation, highlighting the short-term efficiencies and performance of each fund for financial institutions and clients around the globe.• Interpreted and reviewed industry credit ratings per Moody, S&P, and Fitch in compliance with investor reporting.• Researched and reviewed daily transactions to ensure all cash, trades settlement and other deal activities were recorded correctly in accordance with legal and loan documents.• Provided resolution to breaks and discrepancies with the portfolio managers and agent banks.• Responded to client and audit requests in a timely manner.• Proposed recommendations and implemented automated solutions to replace any manual or semi-automated processes on an ongoing basis.• Assisted with account opening and maintenance.• Point of contact for wire and ACH processing.• Assisted in training new hires.• Communicated information to investors and financial institutional around the globe.

Education

• Stanford University

  Adult and Continuing Education and Teaching

• The University of Texas at Arlington

  Business Bachelor Of Art, Marketing

  2005 — 2011

• Komazawa University

  Study Aborad

  2010 — 2010

Skills

• Series 24
• Data Entry
• Credit
• Cash Management
• Options
• Fiscal Policy
• Stock Trading
• Uniform Combined State Law
• Banking
• Mutual Funds
• Series 63
• Qualified Retirement Plans
• 401k Rollovers
• Monetary Policy
• Salesforce.com
• Series 7
• Payment Services
• Investment Strategies
• Portfolio Management
• Loans
• Stock Market
• Training
• Wealth Management
• Lean Thinking
• Securities
• Account Maintenance
• Finra
• Investment Portfolios
• Sales
• Management
• Microsoft Excel
• Powerpoint
• New Account Opening
• Investment Banking
• Ach
• Leadership
• Financial Services
• Personal Income Tax Returns
• Anti Money Laundering
• Bonds