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Work Background
BNY MellonSenior Vice President / General Manager
Jan. 2021 - Dec. 2022Orlando, Florida, United States• Supervised and managed the day-to-day operations of a large-sized client, processing support team that handles this client accounts, including solicitation, inquiries and problem resolution
• Managed the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks
• Served as first line supervisor for assignment of tasks and resolution of issues
• Directed, motivated and developed staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team
• Ensured that the volume of work produced meets product/service standards and exceeds quality standards and is properly reviewed and documented
• Instructed, assigned, directed and review the work of client processing analysts
• Prepared performance reviews and provides ongoing feedback to staff
• Developed and contributed to the achievement of team objectives
Independent ConsultantIndependent Financial and FinTech Project Manager
Jan. 2017New York• Consult with startups and financial services companies in topics in FinTech and emerging technologies, including Portendr, International Designs, among others.
• Constructed a financial platform to promote financial literacy among Millennials and Generation Z, with an emphasis on innovative technology solutions.
• Build front-end solutions for ad hoc projects
PwCCapital Markets & Investment Services Lead for DeNovo
Jan. 2016 - Dec. 2017Greater New York City Area• Industry lead for a newly developed FinTech venture under PwC's Financial Services strategy consulting group, which focused on how disruption impacts the industry and what strategy clients need to take
• Developed relationships with C-Suite Executives and other decision-makers to further the brand and lead Strategy on Demand deliverables
• Presented to potential clients on the value proposition of DeNovo and PwC
• Authored research and strategy on innovation and technology, including future-looking assessments, as well as advice for incumbents
• Identified startups impacting the Capital Markets and Investment Wealth Value Chain
• Spoke at conferences regarding technology, innovation and strategy
CrowdneticDirector of Data Analytics
Jan. 2013 - Dec. 2016Greater New York City Area• Responsible for data quality, ensuring the accuracy of the information and analytics available through proprietary, institutional solutions as well as information syndicated to Crowdnetic's media partners
• Led user-experience and design efforts for Crowdnetic's client-facing online presences (CrowdWatch.co, Lendvious.com, Crowdneticwire.com and Crowdnetic.com) as well as client relationships through producing wireframes, illustrations and mockups as well as business analysis and technical specs
• Produced industry analytics for Crowdnetic, which have been utilized by Forbes, CNBC, the Wall Street Journal, Huffington Post, Thomson Reuters, Venture Beat, Aite Group and Milken Institute
• Co-contributed to planning, writing and analyzing industry-leading, quarterly crowdfinance reports
• Designed and oversaw graphic work for advertisements (digital and print), conferences and other ad hoc needs
• Constructed proprietary taxonomy for Crowdnetic's securities-based crowdfunding data
CrowdneticConsultant
Jan. 2011 - Dec. 2013Brooklyn, New YorkConsulted via many hats for a startup assisting artists and entrepreneurs in achieving their goals, while supporting charitable causes along the way.
UBPInvestment Manager - Private Equity
Jan. 2004 - Dec. 2011Greater New York City Area & London2008 – 2011: Investment Manager - Private Equity (NY & London)
• Identified industry trends, investment ideas and sourcing strategies for product development and new business
• Oversaw deal sourcing, due diligence and on-going monitoring of UBP’s private equity portfolios across all strategies and geographies
• Served as fund director, executing decisions on behalf of existing portfolios
• Advised bank clients on new private equity investments
• Managed existing and potential LP relationships as well as produced all private equity marketing materials, including fundraising presentations, quarterly reports industry research papers and cash flow modeling 2006 – 2008: Analyst - Private Equity (NY & London)
• Co-founded the private equity fund of funds investment group in UBP’s New York office with two senior executives
• Managed accounting, administration, operations, investment execution and cash management for the private equity group
• Facilitated the transfer of the back office to UBP’s London office, re-engineering business operations to optimize procedures within the bank’s global structure 2005 – 2006: Institutional Relationship Manager- Hedge Funds (Los Angeles) • Expanded and managed institutional investor and consultant relationships in the region through launching the Los Angeles office with a senior executive
• Co-authored whitepapers as well as developed content for custom reports and analysis about hedge funds and other absolute return strategies • Collaborated with senior management on the development of strategic and tactical marketing plans 2004 – 2005: Marketing Associate – Hedge Funds (NY)
• Produced, created and maintained marketing materials, utilizing proprietary analytical tools, including for quarterly web-broadcasted and board presentations
• Responsible for Request for Proposals, requiring in-depth understanding of UBP’s hedge fund business and industry trends to appropriately address client and consultant questions
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