Jordan Fitzpatrick
About Jordan Fitzpatrick
Jordan Fitzpatrick is a Securities Specialist in Corporate Actions at UBS in Nashville, Tennessee, where he has worked since 2019. He has a background in Production and Operational Management from Tennessee Technological University and has experience in risk analysis and project leadership.
Work at UBS
Jordan Fitzpatrick has been employed at UBS as a Securities Specialist in Corporate Actions since 2019. In this role, he is responsible for performing daily risk analysis to ensure the timely completion and capture of all items. He collaborates with the Automation Team to implement and maintain automated risk reports, which enhances data efficiency and accuracy. Prior to his current position, he worked at UBS from 2015 to 2017 in the same capacity.
Education and Expertise
Jordan Fitzpatrick earned a Bachelor's degree in Production and Operational Management from Tennessee Technological University, where he studied from 2010 to 2014. His educational background provides a solid foundation for his work in securities and corporate actions, equipping him with the necessary skills to analyze risks and manage operational processes effectively.
Background
Before joining UBS, Jordan Fitzpatrick worked as a Production Supervisor at Perdue Farms from 2017 to 2019. This role involved overseeing production processes and managing teams, which contributed to his operational management skills. His experience in both production and securities has shaped his approach to risk analysis and corporate actions.
Achievements
At UBS, Jordan leads the Transformation Project, which focuses on testing and training for a new system. He communicates with custodians such as DTC, Clearstream, CITI, and CIBC Mellon to facilitate client participation in offers and manage necessary documentation. His involvement in these initiatives demonstrates his commitment to improving operational efficiency and client service.