Perry Freeman
@perryfreeman
Trade processing and compliance analyst who improves workflows, investigates issues, and helps teams deliver accurate, regulatory work.
United StatesWhat I'm looking for
I’m a Cash and Trade Proc Assoc Analyst/Officer at Citibank, NA, where I review and verify financial transactions for accuracy and compliance. I focus on strict adherence to regulatory standards while supporting reliable operational execution.
In my recent role as a Trade Lifecycle Specialist IV / Associate Banker at JPMorgan Chase & Co., I investigated root causes of issues and implemented process improvements to enhance operational efficiency. I also managed escalated customer issues, enabling prompt resolution and strong customer satisfaction.
Before that, I built client relationships as a Relationship Banker at Bank of America by providing personalized service and consistent communication. I exceeded monthly quotas for new account openings by maintaining strong performance.
Earlier, I served as a Department Supervisor at H&M (Hennes & Mauritz), delivering customer-first service with operational standards and compliance across sales activity. I collaborated with inventory teams to streamline product movement and ensure optimal stock levels, reinforcing my attention to detail and team leadership.
Experience
Work history, roles, and key accomplishments
Cash & Trade Proc Assoc
Citibank, N.A.
Sep 2024 - Present (1 year 8 months)
Reviewed and verified financial transactions for accuracy and regulatory compliance, ensuring adherence to required standards. Trained new staff on reconciliation procedures and prepared reports to support research and decision-making.
Investigated root causes of trade lifecycle issues and implemented process improvements to enhance operational efficiency. Managed escalated customer issues and delivered high-quality support to internal partners and external clients.
Built strong client relationships through personalized support and proactive outreach. Exceeded monthly quotas for new account openings by maintaining consistent performance.
Department Supervisor
H&M
Nov 2007 - Oct 2018 (10 years 11 months)
Delivered customer service, operational standards, and sales compliance to support a Customer First culture. Coordinated with the inventory team to streamline product movement and maintain optimal stock levels.
Education
Degrees, certifications, and relevant coursework
The Art Institute of Philadelphia
Bachelor of Arts, Graphic Design
2004 -
Earned a Bachelor of Arts in Graphic Design from The Art Institute of Philadelphia in 2004.
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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