Edgar Gomez

Experience

1. Retirement Operations Analyst

   Morgan Stanley

   Feb 2024 — Present · Jersey City, NJ, US

   Process rollovers, transfers, distributions (cash, stock, bonds, & mutual funds), and tax reporting (1099-R & 5498) for a range of retirement accounts, including Traditional IRAs, Roth IRAs, Coverdell ESAs, and qualified plans like 401(k)s, Roth 401(k)s, SIMPLE IRAs, and SEP IRAs • Review and process refund of excess, recharacterization requests and Roth conversions, maintaining accuracy and adherence to IRS guidelines • Analyze and interpret divorce documents (e.g, divorce decrees, marital separation agreements, QDROs) to facilitate appropriate retirement account distributions • Ensure compliance with regulatory bodies, including FINRA, IRS, and ERISA, through meticulous application review and process management • Perform detailed tax reporting and documentation tasks, contributing to accurate and timely filings for retirement accounts • Manage and resolve complex account issues, working with internal teams to ensure smooth processing and compliance with all regulatory requirements

Education

• Year Up United

  Investment Operations

  2017 — 2018

• Guttman Community College CUNY

  Associate's degree, Information Technology

  2012 — 2014

Skills

• Writing
• Microsoft Word
• Student Affairs
• Student Engagement
• Microsoft Office
• Data Analysis
• Peer Mentoring
• Data Entry
• Mathematics
• Student Leadership
• Microsoft Excel
• Research
• Information Technology