Years of experience: 7
Tiny House DesignSpace Planning🐦 DesignProduct DesignerInterior DesignerUnited States
Trust Score
Exceptionally trusted; proven professional excellence.
Jonathan's Career Path
Mar. 2023 -Present
State StreetOfficer, Loan Services
• Roles similar to below with the addition of MCH processing, wire instruction set-up/approvals and daily booking sheet submissions.
• Adapted to a quickly changing role.
Jan. 2018 -Mar. 2023
BNY MellonRepresentative, Issuer & Loan Services
Greater Pittsburgh Area• Principal and cash reconciliation with GCM, Wall Street Office, Solvas, PCOMM, IMMS, CMS, C2IMS, SWIFT ect. for syndicated bank loans held in various mutual funds and other structured portfolios.
• Supported and assisted client operations and other processing teams by monitoring and processing custody related events to the fund’s records accurately and timely.
• Interacted with investment m...
May. 2012 -Aug. 2012
FXDDIntern, Trading Desk
Financial District, Manhattan• Intern at retail FX currency spot trading desk.
• Responsible for daily client account settlements, account inquiries, stop loss input, executing trade orders etc.