Garrett Dombrowski

Client Services, ViewTrade Securities, Inc.

Role
Client Services, Viewtrade Securities, Inc at ViewTrade
Location
Jersey City, NJ, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Garrett Dombrowski

Energetic, dependable person with academic and work experience in the business field…

Experience

  1. Client Services, Viewtrade Securities, Inc

    ViewTrade

    Sep 2015 — Present · Jersey City, NJ, US

    Assists in developing back office procedures & opening new accounts for any prospective or existing clients. Coordinating and using the back office interface of both clearing firms (Apex & Merill Lynch) to make sure client requests are taken care of (Journals, DTC\'s, foreign exchanges, tender offers, cash in lieu, etc.). Working with Microsoft office & Bloomberg databases on a daily basis.Worked with management team to develop disaster recovery & business continuity plans, while also developing compliance projects & procedures for FINRA review. Assist in updating & checking the performance on clients\' account\'s. Reminding clients of the debit balance they might owe, good faith violation or any reminder the client should be aware of.Manage the client risk system on a daily basis. Making sure all clients accounts are up to date on corporate actions (reverse splits importantly) and start of day positions. Check the buying power of each account to make sure they have enough to trade with before market opening.End of day reports include verifying if trades that are detected for spoofing/layering & wash trades are legitimate or not. Cancelling any gtc orders that come through the system at the end of day. Uploading international trade files if any client participated outside the US market.Series 99 & Series 7 licensed.

Education

  • Rutgers University

    Bachelor of Science

    2010 — 2014

Skills

  • Employee Relations
  • Leadership
  • Temporary Placement
  • Microsoft Word
  • Human Resources
  • Communication

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Garrett Dombrowski — Client Services, Viewtrade Securities, Inc at ViewTrade in Jersey City, NJ, US | Unifers