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Work Background
BNY Mellon | PershingDirector
Jun. 2023
BNY Mellon | PershingVice President, Learning and Development
May. 2018 - Jun. 2023Greater New York City AreaI orchestrate end-to-end curriculum development and delivery across online, face-to-face, and blended learning environments. To that end, I provide oversight to learning & development professionals, and drive cross-functional collaboration between application developers, project managers, product business owners, legal, and compliance teams to align operations and strategy. I assess learning requirements and devise operational approach accordingly. Finally, I partner with client leaders to execute learning strategies for firms ranging from five to 20,000 employees.
Spearheaded learning and development transition for 300+ clients during application transitions.
Created targeted learning solutions for 80+ clients in 2018.
Drove integration of new business unit from BNY Mellon.
Pershing, a BNY Mellon companySenior Analyst, Education Consultant
Apr. 2015 - May. 2018
BNY MellonSr. Portfolio Administrator
Jul. 2012 - Aug. 2015Greater New York City AreaIn this role, I administered key accounts and ensured strict compliance with all relevant rules and regulations including ERISA. To that end, I maintained timely and comprehensive documentation of all activities. I also built and developed lasting relationships with strategic accounts, and set up and documented new accounts. Finally, I collaborated on the planning and execution of large-scale Wealth Management client events. Attained 85% client retention rate over four years.
Achieved 100% regulatory compliance for all accounts.
Created training materials and led instruction to boost operational performance.
BNY MellonSales Associate
Apr. 2011 - Jul. 2012Miami/Fort Lauderdale AreaWhile here, I delivered superior client service and cultivated new accounts through detailed investment recommendations and presentations. Additionally, I processed new business applications and prepared all client deliverable. I also supported investment action planning, new account reviews, and Reg. 9 activities. Created new hire training manual for South Florida locations.
Assisted in the acquisition of new business totaling $95M and $1.2M in annual fee revenue for 2013.
Quality Service GroupOperations Manager
Jan. 2007 - Jan. 2011West Palm Beach, Florida AreaIn this position, I managed daily accounting and documentation processes for sales and inventory, including Salesforce and QuickBooks updates. I also performed End of Month account reconciliation for multiple store locations, calculated quarterly profit projects, and made recommendations to senior management.
Trained staff to ensure compliance with state-regulated certifications.
Reduced loss chargebacks by 85%.
Negotiated price of vendor contracts and reduced costs by 2%.
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