Benjamin Bertan

Benjamin Bertan Email and Phone Number

Operations Associate at Wolverine Trading @ Wolverine Trading
Benjamin Bertan's Location
Chicago, Illinois, United States, United States
Benjamin Bertan's Contact Details

Benjamin Bertan work email

Benjamin Bertan personal email

n/a
About Benjamin Bertan

Benjamin Bertan is a Operations Associate at Wolverine Trading at Wolverine Trading.

Benjamin Bertan's Current Company Details
Wolverine Trading

Wolverine Trading

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Operations Associate at Wolverine Trading
Benjamin Bertan Work Experience Details
  • Wolverine Trading
    Operations Associate
    Wolverine Trading Aug 2023 - Present
    Chicago, Il, Us
  • Pnc
    Risk Specialist
    Pnc Aug 2022 - Aug 2023
    Pittsburgh, Pennsylvania, Us
    Risk Specialist within the COO Office in PNC's Risk Management Organization- Leading the re-establishment of my group’s digital document retention strategy including the renovation of 33 document repositories, defining standard operating procedures, and documenting governance practices to reduce e-waste and cut costs- Co-authoring a Gap Analysis White Paper showcasing how PNC mitigates the risks that precipitated Silicon Valley Bank’s failure and highlighting areas for improvement across various Risk Management domains- Serving as the Digital Assets Opportunities Group Secretary facilitating discussions between the business and Risk Management to evaluate potential clients stemming from the cryptocurrency/blockchain industry- Coordinating Risk Management’s Business Continuity program across 14 functional units to ensure active participation in enterprise exercises and maintain overall program compliance
  • Pnc
    Risk Development Program Associate
    Pnc Aug 2021 - Aug 2022
    Pittsburgh, Pennsylvania, Us
    Operational Risk Management Rotation – ILD/ELD, Scenario Analysis, and CCAR- Participated in risk identification workshops with multiple lines of business in 2022’s Scenario Analysis (non-CCAR) program gaining insights on how senior leadership identifies, navigates, and plans for contingency in economically adverse scenarios- Acted as an advisor supporting a group of summer interns as they developed their Capstone Project on Scenario AnalysisCredit Risk Rotation – Consumer Credit Risk Oversight- Provided an educational refresher to Consumer Credit executives on historical inflationary periods and tightening cycles and dissected the current state of inflation and interest rate expectations (as of 3/2022)- Projected a ~$400 household monthly expense increase from pre-COVID-19 to May 2022 using government data and analyzed how consumers may adjust their debt repayment hierarchies and how it may start to impact consumer lending portfolio quality BSA/AML and Sanctions Compliance Rotation – Chief of Staff- Designed documentation for the introduction of the AML Senior Leadership Team to internal partners and external regulators- Composed an all-encompassing AML Onboarding OneNote tool used by new hires to smoothly integrate into the organization numo (PNC Fintech Subsidiary) Rotation – Operations- Authored numo’s Marketing Review Procedure to govern marketing reviews and reorganized the Compliance Handbook to support the formalization of policies and procedures while complying with external regulatory frameworks- Designed Confluence wiki pages formalizing change management to increase oversight of numo’s portfolio companies- Established numo’s decision framework for identifying which third parties were critical and would be required to follow heightened onboarding and governance requirements
  • Panther Equity
    Vice President
    Panther Equity May 2020 - Apr 2021
    Pittsburgh, Pa, Us
    - Secured $50,000 initial seed funding via pitching our fund to the University’s endowment, enabling continued future growth- Orchestrated week-to-week and goal-oriented fund operations of the Panther Investment Fund- Implemented weekly educational presentations to 60+ Fund members during General Fund Meetings
  • Panther Equity
    Lead Senior Analyst | Communications Sector
    Panther Equity Apr 2018 - Apr 2021
    Pittsburgh, Pa, Us
    - Responsible for the performance, maintenance, and investment recommendations of the Communications Sector’s portfolio- Mentored and facilitated the education, professional development, and management of a team of seven Junior Analysts- Studied Wall Street Prep’s Complete Modeling Package with courses in Financial Statement Modeling, DCF Modeling, Trading Comps, and Transaction Comps- Analyzed and evaluated Junior Analyst’s ideas and stock pitch presentations in an effort to educate and inform students on financial modeling and portfolio analysis
  • Panther Equity
    Junior Analyst | Retail Sector
    Panther Equity Sep 2017 - Apr 2018
    Pittsburgh, Pa, Us
    - Performed top down analysis on macroeconomic events and their effect on the equity market- Researched potential holdings and composed valuations utilizing the Bloomberg Terminal and SEC filing data
  • Pnc
    Risk Management Intern
    Pnc Jun 2020 - Jul 2020
    Pittsburgh, Pennsylvania, Us
    - Acted as an outside consultant and provided solutions on a team with six other interns to help bolster and increase awareness of the Enterprise Testing Services team to other lines of business within the bank- Participated in the updating of the Master Credit Glossary- Attended virtual meetings with multiple credit teams to further understanding of day-to-day credit operations- Networked with professionals within multiple lines of business to achieve greater clarity on the overall functions of the bank
  • Rootstock Advisors
    Wealth Management Intern
    Rootstock Advisors May 2019 - Aug 2019
    Pittsburgh, Pa, Us
    - Selected to lead the development of equity screens in FactSet for stocks to be included in the Concentrated Large Cap Strategy and performed industry and company research on the identified securities- Utilized Black Diamond portfolio analysis software to prepare reports to be used for performance analysis in client meetings- Assisted in the development of procedures for client cash flow statement preparation to increase efficiency
  • Cqa Institute
    Cqa Scholar
    Cqa Institute May 2019 - May 2019
    Wilkes-Barre, Pa, Us
    - Two week quantitative finance course taught at Wilkes University by practitioners and academics- Member of the winning team of the program's case competition
  • The Scoring Factory
    Player Development Coach
    The Scoring Factory Apr 2017 - Aug 2018
    Pittsburgh, Pennsylvania, Us
    - Developed creative ways of teaching and providing constructive criticism to elementary, middle, and high school age players on how to cultivate skills necessary to advance their development in the game of basketball- Created and managed a five-week after school skill development program with 15 middle school students at the Environmental Charter School- Built a system to preserve personal work records for taxes, write offs, and payments in Microsoft Excel in accordance with Independent Contractor tax rulings
  • Donte'S Pizzaria
    Team Member
    Donte'S Pizzaria May 2016 - Aug 2017
    - Provided customer service by inputting customer orders, processing credit and cash transactions, and responding to customer questions and concerns- Demonstrated leadership abilities through the mentorship of four new employees through training and development procedures- Handled food, storage and cleaning activities in accordance with sanitary procedures and standards

Benjamin Bertan Education Details

  • University Of Pittsburgh College Of Business Administration
    University Of Pittsburgh College Of Business Administration
    General

Frequently Asked Questions about Benjamin Bertan

What company does Benjamin Bertan work for?

Benjamin Bertan works for Wolverine Trading

What is Benjamin Bertan's role at the current company?

Benjamin Bertan's current role is Operations Associate at Wolverine Trading.

What is Benjamin Bertan's email address?

Benjamin Bertan's email address is be****@****pnc.com

What schools did Benjamin Bertan attend?

Benjamin Bertan attended University Of Pittsburgh College Of Business Administration.

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