Donna Wong

FAQ About Donna Wong

• What is Donna Wong's address?

  Donna Wong is located at
  West Covina, California, United States

• What is Donna Wong's job title?

  Donna Wong is a
  2 years of experience working the securities vault at Wedbush Securities Inc ensuring that the ownership status of their clients' securities are recorded, maintained and are secure. Assist brokers with restriction removal in order to enable clients to sell their holdings. Take in securities being delivered on a settled trade and send out for transfer. Assist the Street Settlement team with their fails by sending out certificates out for breakdown. Assist with quarterly box count. Hands on experience with the deposit of DTC eligible securities via the ESS system and processing corresponding entries on BETA or Sungard Phase 3 system. Research and resolve position breaks on DTC. Assist the Reorg, Income Processing teams with their requests. 6 months of experience as a Security Master Specialist. Assist in the set up of assets on the firm's database. 4 years experience as a BSA/AML Analyst for Cathay Bank. Previous experience includes over 30 years in the Wealth Management departments for First Interstate Bank, Lloyd's Bank, Sanwa Bank, Bank of the West and Citizens Business Bank. During my years in the Wealth Management division, I have handled class action litigations, reorganizations, proxies, processing payments for the accounting and income collections area, trade settlement, asset valuations, fee collections, asset set up, securities pricing, ACH reconciliation and other functions that are generally handled by a large Wealth Management department. During my years in Wealth Management, I have assisted with conversions of the department's trust systems (SEI & Metavante). Utilized Bloomberg in obtaining pricing and other information for securities pricing updates. Provided training and back up as the department's Wealth Management Lead/Utility. I am familiar with all areas of Wealth Management and willing to learn additional responsibilities. Wedbush Securities

• What industry does Donna Wong currently work in?

  Donna Wong currently works in the
  Wedbush Securities

• What is Donna Wong's area of expertise?

  Donna Wong specializes in
  2 years of experience working the securities vault at Wedbush Securities Inc ensuring that the ownership status of their clients' securities are recorded, maintained and are secure. Assist brokers with restriction removal in order to enable clients to sell their holdings. Take in securities being delivered on a settled trade and send out for transfer. Assist the Street Settlement team with their fails by sending out certificates out for breakdown. Assist with quarterly box count. Hands on experience with the deposit of DTC eligible securities via the ESS system and processing corresponding entries on BETA or Sungard Phase 3 system. Research and resolve position breaks on DTC. Assist the Reorg, Income Processing teams with their requests. 6 months of experience as a Security Master Specialist. Assist in the set up of assets on the firm's database. 4 years experience as a BSA/AML Analyst for Cathay Bank. Previous experience includes over 30 years in the Wealth Management departments for First Interstate Bank, Lloyd's Bank, Sanwa Bank, Bank of the West and Citizens Business Bank. During my years in the Wealth Management division, I have handled class action litigations, reorganizations, proxies, processing payments for the accounting and income collections area, trade settlement, asset valuations, fee collections, asset set up, securities pricing, ACH reconciliation and other functions that are generally handled by a large Wealth Management department. During my years in Wealth Management, I have assisted with conversions of the department's trust systems (SEI & Metavante). Utilized Bloomberg in obtaining pricing and other information for securities pricing updates. Provided training and back up as the department's Wealth Management Lead/Utility. I am familiar with all areas of Wealth Management and willing to learn additional responsibilities.

• Which languages does Donna Wong speak? 

  Donna Wong speaks the following languages:
  No languages available.

• Which industries has Donna Wong previously worked in?   

  Donna Wong has prior experience in the following industries:
  Wedbush Securities , Whittier Trust , Wedbush Securities , Cathay Bank , Pacific Mechanical Contractors , Bank Of The West , Bank Of The West , Sanwa Bank California

• What is Donna Wong’s work experience?  

  Donna Wong has the following professional experience:
  Wedbush Securities , Whittier Trust , Wedbush Securities , Cathay Bank , Pacific Mechanical Contractors , Bank Of The West , Bank Of The West , Sanwa Bank California .

• How can I find Donna Wong on LinkedIn?  

  You can view Donna Wong’s
  LinkedIn profile at LinkedIn URL.

• What are Donna Wong’s work email addresses?  

  Donna Wong’s work email addresses are
  [email protected] .

• What company does Donna Wong work for?  

  Donna Wong works at
  Wedbush Securities