“Below please find the date-trail where important actions took place:
“• Internal posting – December 12, 2013
“• External posting- December 12, 2013
o Town Website
o Monster.com
“• Review of applicant resume’s and credentials – January 13, 2014 through February 3, 2014
“• 1st round of interviews- February 6, 2014 and February 13, 2014
o An Excel-based budgetary exercise situation problem was administered to each applicant during the first round of interviews
“• 2nd round of interviews-February 21, 2014
o A writing skills exercise containing an investment scenario was administered during the second round of interviews
“I am extremely pleased that we were able to attract and obtain a candidate with Mr. Morse’s qualifications, skills, experience and passion. Mr. Morse will bring an array of valuable skills and experience to the Deputy Treasurer’s position.
“I strongly urge and request the Board of Selectmen to confirm this appointment at your April 7, 2014 meeting.
“Thank you.
Resume of Michael S. Morse follows
EDUCATION
Master of Business Administration, Northeastern University, August 2010
Specialization: Investments
Bachelor of Arts: Wake Forest University, May 2006
Major: Economics
Minor: International Studies
PROFESSIONAL EXPERIENCE
City of Somerville – Somerville, MA Assistant Collector
April 2012 – Present
• Reconcile Real Estate, Personal Property, Excise, and Water/Sewer Receivables
• Assist constituents with any billing, tax, or Massachusetts General Law questions
• Supervise and review daily work of cashiers and clerks
• Oversee collections of tax and Water/Sewer payments through various channels
• Implement new transaction processing procedures to improve accuracy in reporting
• Prepare annual audit reports and serve as the main contact for any auditing questions
State Street Corporation – Boston, MA
October 2010 ~ April 2012
Senior Associate
• Manage a team of fund accountants and Associate II’s
• Work on improving efficiency of daily processing
• Meet with senior management to discuss operations and client specific issues
• Research breaks that may occur during daily processing
• Ensure accurate and timely settlement of all securities for emerging market, international, domestic equities and mortgage backed securities portfolios
Investors Bank and Trust- Boston, MA
July 2008 – October 2010
Associate
• Supervise multiple members of the custody team
• Reconcile daily reports to ensure accuracy of all processed transactions
• Work with Trade Settlement Department and client to ensure settlement on all securities
• Work extensively with auditors in compiling packages and reconciling accounts during fiscal year end audit
• Contact client daily to confirm and consult regarding future trade and cash projections
• Closely monitor and process daily collateral positions and movements
TECHNICAL SKILL AND EXPERTISE
MUNIS
UNIX
MS Outlook
Multi-Currency Horizon MS PowerPoint MSWord
MSExcel
MS Publisher
Bloomberg Professional
DISTINCTIVE EXPERIENCES
Massachusetts Hospital School Employee
Chairman on Brian Piccolo Cancer Foundation
This memo was published Monday, March 24, 2014, and the introduction was updated April 17.
