Customer Service/ Middle Office/ Data Entry/ Receptionist

Gary Bennett

169 Bay 47th Street

Brooklyn, NY 11214

Home (718) 373-5950 Cell (347) 886-0046




A detail oriented
team player with over 15 years of middle office/trades processing/customer
service experience. Punctual, efficient and reliable; enjoys new challenges and
is willing to go the extra mile to get the job done.  


  • Problem
    analysis and resolution

  • Client
    Service/Customer Relations skills

  • Excellent
    Microsoft Excel skills


Professional Experience:

Bank of
America/Merrill Lynch, New York, NY         
                                     1985 to June 2012

Officer; Specialist
– Securities/Client Services                                               1995 to June 2012

  • Responsible
    for processing and correcting customer trade files consisting of various types
    of stocks, bonds and options for regular and GPB (Global Prime Brokerage)

  • Research and
    correct position/money/trade breaks sent by customer.

  • Build files
    for position testing and transferring purposes.

  • Conduct root
    cause analysis on invalid data processing.

  • Created
    macro-driven excel spreadsheets designed to amend incorrect file structures and
    make processing procedures more efficient.

  • Entered
    trade data into excel spreadsheets and/or directly into system for processing.

  • Reconciliation
    of pair-off and intercompany breaks.

  • Contact
    internal and external clients for assistance with breaks.

  • Created
    procedures of daily processes for training purposes.

  • Identify issues
    and make corrections to incorrectly processed trades.

  • Helped test
    new trades processing and corrections systems.

  • Act as point
    person for client onboarding.

  • Setup data
    for bonds into Security Master system.

  • Help new and
    current customers to create appropriate trades files.

  • Create and
    process trade files for ETF orders; call/fax in orders when necessary.

  • Extensive
    knowledge of various systems and procedures.

  • Train new
    associates on trade processing procedures.

  • Act as point
    person with storage facility for pick up and recall of daily work.


Messenger/Dispatcher, P&S
Department                                                                     1985 to 1995

  • Supervised
    up to 20 messengers. 

  • Responsible
    for organizing various deliveries and pick-ups in the downtown, midtown and
    uptown Manhattan area including all early morning deliveries of customer

  • Was bonded
    to deliver and pick-up stocks and bonds at the Clearing house.

  • Pick up
    trade tickets from the NYSE and NYFE.



  • Graduated F.D.R.
    High School 1982


Company-sponsored Training:

  • Intermediate,
    Advanced and Macro courses for Microsoft Excel

  • Various
    courses in anti-money laundering, e-mail etiquette, and computer/customer data

  • ID#: 69195
  • Location: Brooklyn, NY , 11214

Don't Be Fooled

  • When selling, do not put your home address in your ad.
  • To avoid scams, buy and sell with people you can meet locally, in person.
  • When meeting with someone you don't know, meet in a public place. If that's not possible, have a buddy with you. Also, carry a cell phone; if you feel unsafe, you can call a trusted friend, and stay on the line.
  • Never give out financial or private information like account numbers, PayPal login, or social security number.
  • If an offer sounds too good to be true, it is. Walk away!