Scott Wolkowitz

Background

About Scott Wolkowitz

Current • Maintain and Manage client relationships for improved and efficient satisfaction. • Liaison with Clients for the Testing and Installation of Fixed Income products using IMPACT. •. Liaison with outside vendors during client testing, including BONY, GSCC, DTCC. • Responsible for Client testing of new software releases and system upgrades. • Manage Value added projects for Clients. •. Manage industry initiative projects across multiple clients. •. Responsible to maintain budget during the life of projects. • Ensure that Client testing and Production implementation is done in a timely manner. • Liaison between External Clients and Internal Clients. Prior • Experienced manager who managed a staff of eleven, including 2 supervisors who were responsible for the day to day operations of the IMS Equity and Fixed Income Trading desks. • Oversaw daily Operational functions pertaining to Equities and Fixed Income Products, including Mortgage-backed and Corporate issues. • Oversaw daily and month-end accounting functions. • Ensured P&L reported was properly reflected on the Firms General Ledger. • Liaison with Money Managers to ensure proper settlement and handling of accounts. • Prepared monthly Management Reports. • Prepared and Reviewed Monthly Department Budget. • Worked with outside Auditors during yearly Audit reviews.