Andrew Marcelino, Cfa Email & Phone Number

San Francisco, Ca, Us

San Francisco Bay Area

Plaid is focused on democratizing financial services through technology. We build beautiful consumer experiences, developer-friendly infrastructure, and intelligent tools that give everyone the ability to create amazing products that solve big problems.

San Francisco Bay Area

Specialize in leading large technology transformation initiatives from strategy through implementation for global wealth & asset management clientsRepresentative engagement experienceAutomated workflow solution, Global Investment firm • Delivery lead for design, proof of concept, and delivery for integration of client’s workflow application with trade order management system• Aligned global cross-functional teams (architecture, development, investment operations) to understand project requirements and execute on a core vision Investment Eligibility Application + ESG integration, Investment Management Firm ($2tn AUM)• Product owner for internal investment eligibility application used by investment group and global operations team• Developed and maintained list of critical implementation decisions that was reviewed by leadership and used to drive solution discussions• Coordinated UAT/rollout with 70+ operations professionals and 100+ investment group membersFuture State Operating Model, Global Investment Manager• Assisted in defining future state operating model for a Global Investment Operations team• Worked closely across business and IT teams to draft high level future state business and architecture workflow• Partnered with Smart Automation team on document classification proof of concept (POC) aimed at interpreting, classifying, and extracting documents for Global Investment Operations team; potential annual benefit of 800 hoursBusiness Process Outsourcing and Process Improvement, Asset Manager• Started and grew to a team of six consultants to provide operational support to a global investment operations team• Coordinated pre-trade compliance, order allocation, and appropriateness checks for $400bn+ AUM investment division. Worked closely with cross-functional teams including investment group, trading, legal and compliance, and global investment control

San Francisco Bay Area

San Francisco Bay Area

• Assisted in the account management, production support, and project management of 40+ clients on a team of six; lead for 10 accounts with $41+ billion AUM (as of May 2017)• Scoped and executed seven large-scale new client implementations, each of which required new compliance rules, trade data interfaces, and custom trading workflows• Demonstrated ability to manage simultaneous long-term projects to streamline operational efficiency, including integration with third parties and implementing new product functionality• Leveraged expertise in electronic FIX trading and trade data interfaces to train new team members

Greater Chicago Area

• Liaised with internal teams and external partners to configure, test, and deploy customized integrations for electronic trading• Leveraged SQL and proprietary tools to monitor, identify, and resolve real-time electronic trading and data management issues for Eze’s 500+ global clients• Collaborated with Sales Engineering and Product Management teams to develop and test custom trading workflows for prospective client demos• Provided overnight coverage to support clients during Asia, Australia, and European market hours

Santa Clara, California

• Utilized FileMaker to produce an Excel spreadsheet categorizing every project during the 2009 – 2012 fiscal years• Processed department’s financial paperwork utilizing Oracle PeopleSoft Financial software• Established an inventory system of marketing materials to keep track of the distribution throughout the University

San Jose, Ca

• Analyzed performance of 8,000+ Fidelity BrokerageLink Funds and presented clients with a consolidated list of funds• Conducted financial analysis and research on exchange-traded funds (ETF) using point and figure charting• Assisted over 25 clients in the integration of their portfolio into an account aggregation system• Implemented a CRM organizational system to streamline accessibility of over 200 clients’ information

Bachelor Of Science In Commerce, Finance

Minors: French & Francophone Studies, International Business

Study Abroad (Direct Exchange)

Completed Coursework in French

Study Abroad (Direct Exchange)

Completed coursework in French