Paul Crews

Paul Crews

Supervisor

Followers of Paul Crews303 followers
location of Paul CrewsColorado Springs, Colorado, United States

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  • Timeline

  • About me

    Former Senior Account Administrator at Calamos Investments

  • Education

    • Evanston Township

      -
      General Studies

      Activities and Societies: Hockey, Football, Baseball

    • Evanston Township

      -
    • Evanston Township

      -
    • Northern Michigan University

      1976 - 1980
      Bachelors Finance and Economics
  • Experience

    • ContiCommodity Service Inc

      Jan 1982 - Jan 1984
      Supervisor

      SupervisorResponsible for overseeing corporate customer service department which open new client accounts performing client file updates, statement corrections, commission adjustments, office transfer and customer inquires. Active member of Product Development Committee.

    • Continental Grain Company

      Jan 1984 - Jan 1997
      Assistant Manager

      Assistant ManagerSupervised trade entry, settlement of out-trades, exchange reconciliations, deliveries, regulatory reporting and performed administrative functions. Operations unit liaison for all regulatory and corporate audits.

    • Lind Waldock and Company

      Nov 1997 - Feb 2000
      Delivery Specialist

      Delivery SpecialistResponsible agent and warehouseman for Riceland Rice Inc. Registered and maintain warehouse receipts for the settlement of all the company’s delivery activity on CBOT, MACE, CME and IMM contracts. Performed CBOT/CME balancing, option expiation and out trades. Develop inventory system to effectively manage inventories which facilitated re-issues, storage payments and reconciliations.

    • Calamos Investments

      Feb 2000 - now
      Senior Account Administrator

      Senior Account Administrator. Assist the department supervisor in ensuring operational efficiencies in all functional areas of Institutional and Managed Account Operations including new account set up, review and ongoing maintenance. Provide assistance to staff in the daily and monthly account reconciliation process, specialized client reporting, and ad hoc client requests. Assist supervisor and manager in review of monthly and quarterly client marketing materials, composite performance, and client invoicing. Held the following positions at Calamos including: Team Leader Institutional Operations, Trade Processing, New Account Supervisor and assisted Branch Manager (Broker Dealer). Show less

  • Licenses & Certifications

    • Series 7

      Financial Industry Regulatory Authority (FINRA)
  • Volunteer Experience

    • Volunteer helper

      Issued by Northern Illinois Food Bank on Jan 2013
      Northern Illinois Food BankAssociated with Paul Crews
    • Check in residents

      Issued by DuPage Pads on Dec 2013
      DuPage PadsAssociated with Paul Crews
    • Fund Raising activities

      Issued by Misericordia on Apr 2014
      MisericordiaAssociated with Paul Crews