Gerard Webb

Detail-oriented investment operations professional with 4+ years of experience supporting financial transactions, cash movement processing, reconciliations, client account maintenance, reporting activities, and operational controls within large financial services organizations. Proven ability to manage high-volume workflows, investigate and resolve exceptions, collaborate with internal and external stakeholders, and support investment-related operations. Strong analytical, organizational, and problem-solving skills with advanced proficiency in Microsoft Excel and experience working in highly regulated environments requiring accuracy, confidentiality, and attention to detail.

Middle Office Risk & Control - Alderson Loop on assignment for T. Rowe Price

(2026-07 - 2026-10)

• Coordinate the processing of portfolio transactions, ensuring activities are accurate, timely, and compliant with established policies, procedures, and controls.
• Identify quality, accuracy, or compliance deficiencies and take appropriate corrective action to resolve issues and mitigate risk.
• Respond to queries related to cash breaks, trade breaks, and other standard operational questions from internal and external stakeholders, escalating more complex issues as appropriate.
• Drive process improvement initiatives focused on automating manual tasks, enhancing efficiency, strengthening controls, and minimizing operational risk.

Trade Support Services Associate III – Wealth Management Operations - Morgan Stanley

(2022-05 - 2026-03)

• Supported end-to-end operational processing for equity and fixed income transactions across Wealth Management accounts.
• Managed high-volume trade corrections, cash adjustments, and transaction-related exceptions while ensuring timely and accurate processing.
• Investigated and resolved operational discrepancies through detailed analysis of trade activity, account records, and settlement information.
• Maintained and validated client account data, ensuring accuracy and compliance with internal controls and regulatory requirements.
• Collaborated with Financial Advisors, Trading Desks, External Money Managers, and Operations teams to resolve complex transaction issues and support client servicing needs.
• Produced operational reports and analyzed transaction activity to identify trends, mitigate risks, and improve workflow efficiency.
• Worked closely with Compliance, Risk Management, and business partners to ensure adherence to policies and operational procedures.
• Participated in process improvement initiatives that enhanced operational efficiency and reduced processing exceptions.
• Handled confidential client and financial information while maintaining strict adherence to firm policies and controls.

Securities Analyst II – Loan Processor - Wells Fargo Corporate Trust Services

(2021-08 - 2022-05)

• Processed and reconciled financial transactions supporting syndicated loan and corporate trust portfolios.
• Monitored cash movements and payment activity to ensure timely and accurate transaction execution.
• Maintained investment-related records and client account information while ensuring data accuracy and completeness.
• Performed detailed reconciliations and investigated discrepancies between internal systems and external records.
• Coordinated with internal stakeholders and external parties to resolve operational issues and support client requests.
• Assisted with reporting activities and documentation requirements supporting audit, compliance, and operational reviews.
• Supported multiple assignments simultaneously in a deadline-driven environment while maintaining a high level of accuracy.

Bachelor of Science - Business Administration - Morgan State University