PATRICIA M.

CASSIDY
140 Squirrel Tree Lane| Mount Laurel, New Jersey 08054 |residence (856) 235-76
46| pc715270@westpost.net
QUALIFICATIONS PROFILE
* Highly motivated financial professional with extensive experience in prime bro
kerage, custody, and securities settlement businesses.
* A team player who is able to prioritize and multitask in a high-pressure envir
onment while motivating staff to deliver exceptional results.
* Excels at analyzing and resolving complex issues and has the ability to unite
disparate groups to work together towards a common goal.
* Proven track record of creating workflow efficiencies.
PROFESSIONAL EXPERIENCE
Vice President, JP Morgan Chase & Co (Custodial Trust Company) Princeton, New Je
rsey 1994-2009
Limited purpose commercial bank in New Jersey with a capital base of more than $
200 million that provided custody and securities portfolio servicing for approxi
mately $130 billion in client assets, both domestic and international.
* Balance and Control accounting manager of a team of 12 professionals responsib
le for fed-wire transfers, domestic and international securities income payments
and settlements, daily cash, stock record and collateral reconciliations, aband
oned property, non-resident withholding tax, and risk reporting.
* Designed and implemented an income-payment system for the timely payment of pr
incipal and interest for over 10,000 government and mortgage-backed securities.
* Initiated the installation of a web-based reconciliation and reporting system
that stream-lined and lowered risk for daily cash suspense and fail processing.
* Instrumental in the design and responsible for the annual internal audit, SAS7
0, and Sarbanes-Oxley Balance and Control departmental reviews.
* Established departmental policies, operating procedures, and training plans.
* Conducted performance evaluations and created constructive feedback sessions f
or team members.
* Worked directly with JP Morgan departmental personnel and management to ensure
a smooth and seamless transition of Custodial Trust Company's operations from P
rinceton, New Jersey to Dallas, Texas.
Financial Analyst, Bear Stearns & Co., Fixed Income Sales Division, New York, Ne
w York 1987-1994
* Reported detailed daily and monthly fixed-income product revenue reports to se
nior management.
* Prepared monthly departmental budgets, industry-penetration reports, and charg
e-off reports for senior management on an ad-hoc basis.
* Designed an individual sales-personnel profitability report to effectively eva
luate 150+ departmental sales force.
* Resolved trade settlement disputes between sales and trading personnel.
Senior Accountant, US Life Corporation, Accounting Division, New York, New York
1984-1987
* Prepared monthly budget and variance reports for senior management.
* Maintained MSA general ledger chart of accounts.
* Disbursed firm-wide daily claim checks.
EDUCATION
Masters of Business Administration in Finance, PACE University
Academic Achievement Award
Bachelor of Business Administration, Finance, ADELPHI University
Trustee Award Scholarship
COMPUTER SKILLS
Microsoft Word, Excel, Power Point, Access
Adobe Flash, Dreamweaver, Fireworks, Audacity, Camtasia Studio, Jing, Constant C
ontact
NASD Series 7 and 63 licenses