Years of experience: 6

Investor RelationsBanking OperationsFinance

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Tony's Career Path
Fund & Counterparty Onboarding AnalystJun. 2023 -
Present
Apollo Global Management, Inc.Fund & Counterparty Onboarding Analyst
New York City Metropolitan Area
Real Estate ConsultantApr. 2023 -
Mar. 2024
CENTURY 21®Real Estate Consultant
Fairfield County, Connecticut, United States
Institutional Client Onboarding Senior  AnalystMar. 2022 -
May. 2023
CitiInstitutional Client Onboarding Senior Analyst
New York City Metropolitan Area• Reviewed client formation documents for regulatory adherence and onboarding. • Liaise with legal, tax reporting, sales, traders, credit, and the client to streamline account setups. • Evaluated, propose, and lead projects on improving internal client onboarding systems and procedures. • Provided legal agreement subject matter expertise to help the team navigate onboarding clients with compl...

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