Alex Kulbaka Email and Phone Number
Alex Kulbaka personal email
- Valid
Customer-centric and highly accomplished professional with 10+ years’ experience in managing client portfolio and overseeing financial product control processes while adhering to internal guidelines. Ability to manage product accounting and associated P&L reporting / analysis and perform month-end and general ledger closing activities. Capable of building and leading highly effective teams and generating consensus across multiple functions to deliver excellent customer service. Skilled in streamlining workflow processes and scheduling work assignments to meet stringent deadlines. Excellent interpersonal skills with expertise in interfacing with customers, building relationships based on trust and rapport, and formulating solutions to address problems. Proven expertise in:• Financial / Accounting Function • Payroll and Benefit Administration• Financial Statements Reconciliations• Cost Reduction and Avoidance • Client Service Operation Management• Compliance / Fiduciary Reviews / Audits • Client Onboarding and Termination • Staff Leadership and Training
Bny
View- Website:
- bny.com/pershing
- Employees:
- 4221
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Vice President, Middle Office Collateral ManagementBnyPalm Coast, Fl, Us -
Vice President, Middle Office Collateral ManagementBny Jul 2022 - PresentLake Mary, Florida, United States -
Senior Analyst, Client ServiceBny Mellon Oct 2021 - Jul 2022Orlando, Florida, United States -
Operational Business Analyst Iii - Derivatives/CollateralBny Mellon Apr 2020 - Oct 2021 -
Customer Service Operations ManagerState Street Oct 2015 - Oct 2019Jacksonville, Florida Area-Managed team responsible for overseeing processing of benefit payments for both defined benefits and defined contribution plans, included payments related to qualified and non-qualified plans for small, medium and large corporations.-Handled the successful transition of multiple clients to a new site for administration due to closing of office.-Completed interviews, performance reviews and feedback, time sheet approvals and training to team associates along with overseeing all day to day operations.-Built solid client relationships by facilitating client conference calls, completion of action logs, project plans and deescalating of escalated items.-Successful implementation of multiple top 100 clients to systematic payment processing to mitigate risk and provide proficiency in processing times.-Worked directly with multiple functionalized teams as the Subject Matter Expert (SME) for both onshore and offshore teams to ensure client deliverables were met and data was accurate.-Primary contact for clients, record keepers and third-party vendors to ensure benefits payments were processed as requested. -
Customer Service Operations ManagerState Street Feb 2008 - Sep 2015Sacramento, California Area-Responsible for performing complex custody accounting operations and processes. Identified and implemented consistent operational best practices, always looking for ways to create efficiencies.-Coordinated the implementation of new funds, systems and processes and assisted with client conversions and other client projects.-Trained, developed and motivated new staff. Completed performance appraisals.-Served on committees. Helped define and implement new company initiatives.-Addressed custom client requests, managed the production activities of the team.-Acted as the primary contact and escalation point for operational issues, including issues related to the Business Unit Shared Services team and Centers of Excellence.-Assisted with compliance/fiduciary reviews and audits. -
Senior TellerBank Of America Nov 2005 - Feb 2008 -
Assistant ManagerPapa Murphy'S International Jul 2000 - May 2006
Alex Kulbaka Skills
Alex Kulbaka Education Details
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International Business
Frequently Asked Questions about Alex Kulbaka
What company does Alex Kulbaka work for?
Alex Kulbaka works for Bny
What is Alex Kulbaka's role at the current company?
Alex Kulbaka's current role is Vice President, Middle Office Collateral Management.
What is Alex Kulbaka's email address?
Alex Kulbaka's email address is al****@****ail.com
What schools did Alex Kulbaka attend?
Alex Kulbaka attended Csu Sacramento.
What skills is Alex Kulbaka known for?
Alex Kulbaka has skills like Equities, Shared Services, Finance, Financial Reporting, Bloomberg, Fixed Income, Financial Analysis, Derivatives, Fund Accounting, Securities, Management, Pension Systems.
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