William Reed

Background

About William Reed

A seasoned financial professional based in Richmond, Texas. With a Bachelor of Science in Geology from Sam Houston State University, I have built a robust career in the financial sector, particularly in corporate actions and client services. I currently serve as a Custody Operations Analyst at Assetmark, where I have significantly improved operational efficiency and client service. My efforts have led to a substantial reduction in annual error metrics and the successful integration of new financial products. Previously, I worked as a Corporate Action Analyst at Invesco, where I demonstrated my expertise in managing corporate actions, enhancing operational processes, and fostering strong professional relationships. My early career at Invesco as a Tech-Representative I in Client Services laid the foundation for my meticulous attention to detail and commitment to quality control. My skills in analytical thinking, regulatory compliance, and team collaboration have been instrumental in my professional success. I am known for my problem-solving abilities, process improvement initiatives, and dedication to providing exceptional internal and external client service.