Karl Pierce has a diverse work experience spanning multiple industries, primarily in finance and management roles.
karl currently holds the position of Treasury Manager at First Dollar, starting in June 2022.
Prior to this, Karl worked at HomeSmart International as the Manager of A/R from September 2021 to April 2022. In this role, they developed new processes and procedures within the AR/Collections team, collaborating with other departments to ensure a smooth workflow. karl also created an automated ACH and CC process to run when invoices were generated.
From 2017 to 2020, Karl was the Manager of Treasury Operations at WageWorks. karl successfully moved invoicing, cash application, and collections from Financial Operations to the Shared Services department. karl started a Treasury Operations department to consolidate various platforms and improve efficiency. Karl also implemented a streamlined ACH Debit process, recovering over $7 million in unpaid invoices.
Prior to this, from 2015 to 2017, Karl worked as the Financial Operations Manager at WageWorks.
Karl's work experience also includes roles at Pierpont Securities, R.W. Smith & Associates Inc as the CFO, E.K. Riley Investments as Vice President of Municipal Trading, Seattle Northwest Securities as Vice President of Municipal Trading/Underwriting, and Zions Bank Capital Markets as VP Municipal Bond Trader/Underwriter.
At R.W. Smith & Associates Inc, they managed all back office employees, co-managed the production team, and handled cash flow analysis and forecasting.
At Seattle Northwest Securities, they opened an Intermountain-West regional office, managed a sales team, and trained the sales force on selling short-term products.
While at Zions Bank Capital Markets, Karl acted as a national short-term municipal bond trader and underwriter, increasing profitability and strengthening relationships with salespeople.
Their early career includes working as a Municipal Bond Broker's Broker at R. W. Smith & Associates, Inc, specializing in Midwest, Southwest, and High Yield sectors of the market, and achieving significant growth in the High Yield department.
Overall, Karl Pierce's work experience showcases their expertise in treasury operations, finance management, and municipal bond trading and underwriting.
Karl Pierce attended the University of Illinois Chicago from 1984 to 1987, where they obtained a degree in Finance with a field of study in Business. Prior to their university education, they attended Coronado High School, although specific dates and degrees were not provided for this period. In terms of additional certifications, Karl obtained the following: the Uniform Combined State Law Examination from the Financial Industry Regulatory Authority (FINRA) in August 2014, the General Securities Principal Examination from FINRA in March 2005, the Uniform Securities Agent State Law Examination from FINRA in November 1994, the General Securities Representative certification from FINRA in November 1992, and the Certified Treasury Professional certification from the Association for Financial Professionals in January 2014.
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