PAUL JAY KUPERMAN, MBA

2052 East 28th Street, Brooklyn, NY 11229 / Tel: 718-934-5081 /Cell: 917-509-587
4
E-mail: pkd7ca78@westpost.net
SUMMARY
Back Office Specialist with extensive Financial Institution experience.
EXPERIENCE
DEUTSCHE BANK /STATE STREET BANK April 2000-March 2009
Bank Liaison for multiple departments
Billing Consultant - Structured and Trust Department June 2005-March 2009
* Reconciled client accounts for Asset Back Securities and Mutual Funds.
* Prepared time deposit documentation to ensure timely overnight investments.
* Coordinated transfer of funds for investments.
* Prepared outgoing wire transfers, monitored incoming wires, and assigned to co
rresponding accounts.
* Confirmed and made monies available to ensure proper funding of ACH accounts.
Mutual Fund Consultant - Mutual Fund Department June 2004-June 2005
* Oversaw the completion of client transactions; entered and confirmed mutual f
und trades and posting of dividends.
* Responsible for account maintenance, including investigating account and trade
discrepancies, determining the corrective measures to be taken and implementing
the solutions.
Program Administrator - Custody Department April 2000-March 2004
* Client services representative for Latin America responsible for administerin
g client transactions.
* Operated the Bank's Certificados De Deposito Argentino Program (the South Amer
ican equivalent of the American Depository Receipt) managing the receipt, issuan
ce and delivery of domestic securities, payments and information to overseas cli
ents/brokers.
DRESDNER BANK March 2004- June 2004
Financial Consultant - Finance Department
* Reviewed client accounts for inappropriate checking transactions and updated
the Bank's check database accordingly.
* Apprised clients of corrections made to accounts.
AMERICAN STOCK AND TRANSFER AND TRUST CO. Sept. 1996 -Jan. 2000
Representative - Shareholder Services
* Responded to shareholder inquiries regarding their accounts and numerous secu
rities serviced by the company.
* Reconciled shareholder stock balances and generated dividend/instrument report
s.
* Researched company reorganizations and mergers and reported to shareholders th
e effects these transactions had on their holdings and rights.
* Instructed shareholders with regard to the requirements of obtaining replaceme
nt certificates for lost shares.
EDUCATION:
WALDEN UNIVERSITY: Master of Business Administration, May 2009
Concentration in Finance
TOURO COLLEGE: Bachelor of Science, June 2001
Major in Finance, Minor in Computers