Joseph Winckler
Senior Associate, Middle Office at State Street
- Role
- Senior Associate at State Street
- Location
- Lees Summit, MO, US
- LinkedIn followers
- 500 followers
About Joseph Winckler
I am a professional, dynamic, and goal-oriented analyst professional with years of…
Experience
Senior Associate
Mar 2023 — Present · Kansas City, MO, US
Comparing records of the Client’s Front Office System to records kept at State Street, flag and resolve any differences.• Working with internal teams and client front office to resolve breaks.• Proactively informing other business units of potential issues further downstream.• Accurately identify discrepancies using knowledge of Corporate Actions, Derivatives, Bank Loans, and Debt securities.• Daily use of SQL and database design (Data Feeds, Elements, Categories, Marts) to resolve discrepancies.• Daily communication with clients on the status of issues and resolution.
Education
University of Iowa
Business/Commerce, General
1995 — 1997
American Institute of Commerce
Hospitality Management
1993 — 1995
University of Central Missouri
Bachelor's degree
2019 — 2020
Skills
- Customer Satisfaction
- Training
- Finance
- Hotels
- Microsoft Office
- Sales
- Outlook
- Teamwork
- Banking
- Risk Management
- Front Office
- Team Building
- Management
- Payroll
- Analysis
- Food & Beverage
- Customer Service
- Schedules
- Financial Analysis
- Pricing
- Access
- Employee Training
- Microsoft Word
- Inventory Management
- Coaching
- Revenue Analysis
- Auditing
- Forecasting
- Process Improvement
- Problem Solving
- Microsoft Excel
- Powerpoint
- Verification
- Securities
- Hiring Personnel
- Technical Writing
- Revenue Cycle Management
- Microsoft Outlook
- Leadership
- Hiring
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