William Lowe
About William Lowe
William Lowe is a Security Operation Service Specialist at Kforce Inc, currently consulting for Wells Fargo since 2014. He has extensive experience in securities operations, having previously worked for major financial institutions including Bank of America and JPMorgan Chase.
Work at Kforce
William Lowe has been employed at Kforce Inc as a Security Operation Service Specialist in DTC Settlements since 2014. In this role, he has gained extensive experience in managing security operations and ensuring the smooth processing of DTC settlements. His tenure at Kforce spans a decade, during which he has developed strong relationships with various stakeholders, including custodians, brokers, and traders, to efficiently resolve trade issues.
Previous Experience at Bank of America
William Lowe held multiple positions at Bank of America. He served as an Officer GWIM Operations Analyst in Client Reporting from 2011 to 2012 for eight months in the Charlotte, North Carolina area. Prior to that, he worked as a Sr Operation Analyst in Asset Services-Foreign Dividend from 2007 to 2008 for eight months in Jersey City, New Jersey. Additionally, he was an Officer GWIM Operations Analyst/Product Support from 2008 to 2011, accumulating three years of experience in the Charlotte area.
Background in Securities Processing
William Lowe has a solid background in securities processing. He worked as a Sr Securities Specialist at US Trust from 2001 to 2007, focusing on Federal Wire-DTC Processing in Jersey City, New Jersey. His experience also includes a six-year tenure at JPMorgan Chase from 1995 to 2001, where he specialized in Eurobond and Red Tick Processing in Manhattan, New York. This extensive experience has equipped him with the skills necessary for handling complex financial products.
Key Responsibilities and Skills
In his current role, William Lowe is responsible for executing Memo Seg/Pledge releases to ensure timely deliveries to clients. He manages end-of-day balancing for financial products with values exceeding 1 billion dollars. His role requires regular communication with custodians, brokers, sales assistants, traders, and middle office personnel to resolve trade issues efficiently. This skill set highlights his expertise in financial operations and securities management.