Mike Kodzis

Experience

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  State Street Bank

  Jan 1998 - Jan 2000

  Corporate Action Specialist

  Researched, wrote and processed domestic voluntary corporate actions. Wrote requirements, coordinated development and performed user acceptance testing, with the IT department, on database enhancements.- Ensured clients’ responses are received prior to expiration of actions, verify accuracy, and executing instructions- Monitored settlement of shares, cash, and pursue past due entitlements- Researched high-risk corporate actions involving high exposure and complexity- Interpreted incoming information from related prospectuses, legal documents, and other market sources- Wrote requirements, coordinated development with IT department, and performed user acceptance testing on Database enhancements Show less

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  Evergreen Investments

  Jan 2000 - Jul 2002

  Derivatives Operations Analyst

  Reconciled accounts with the custodian and ensured all trades settled accurately. Monitored, received responses, and processed all corporate actions.- Interpreted and communicated incoming corporate actions from the custodian’s notification and other market sources, such as Bloomberg and Xctek, to the fund manager and ensured timely response. - Processed and monitored all future and forward contracts while ensuring payments were timely - Reconciled accounts between Evergreen and the custodian- Ensured all trades were settled accurately and within appropriate guidelines- Monitored and processed derivatives. Show less

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  Thomas Weisel Asset Management

  Jul 2002 - Oct 2004

  Trader

  TradingTrading operationsSettlementsFund AccountingReconciliations

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  OECHSLE INTERNATIONAL ADVISORS, LLC

  Oct 2004 - Dec 2017

  International Equity Trader

  TradingManaged SMA trading and operations groupTrading operationsReconciliationsSettlementsComplianceInvestor relations

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  Grandis Homes/Stonebridge Homes

  May 2018 - Aug 2020

  Business Manager

  Manage all financial and office operations for a developer with multiple active sites. Support the sites to make sure they have what they need on a timely basis. - Work with customers to ensure selections are made and delivered in the house- Review all bills and ensure prompt payment is made- Reconcile all accounts on a Monthly basis- Work with customers and vendors to resolve any issues- Work with the owner on Adhoc projects to prepare for new developments- Prepare Purchase and Sale agreements and all closing documents- Coordinate with utility providers and vendors on timing for work to be completed- Ensure houses are completed by closing date- Assist with various projects on site as needed Show less

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  Congress Asset Management

  Aug 2020 - now

  Equity Trader