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.
• 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.
• 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

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