Benjamin Bertan Email and Phone Number
Benjamin Bertan work email
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Benjamin Bertan personal email
Benjamin Bertan is a Operations Associate at Wolverine Trading at Wolverine Trading.
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Operations AssociateWolverine Trading Aug 2023 - PresentChicago, Il, Us -
Risk SpecialistPnc Aug 2022 - Aug 2023Pittsburgh, Pennsylvania, UsRisk 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 -
Risk Development Program AssociatePnc Aug 2021 - Aug 2022Pittsburgh, Pennsylvania, UsOperational 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 -
Vice PresidentPanther Equity May 2020 - Apr 2021Pittsburgh, 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 -
Lead Senior Analyst | Communications SectorPanther Equity Apr 2018 - Apr 2021Pittsburgh, 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 -
Junior Analyst | Retail SectorPanther Equity Sep 2017 - Apr 2018Pittsburgh, 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 -
Risk Management InternPnc Jun 2020 - Jul 2020Pittsburgh, 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 -
Wealth Management InternRootstock Advisors May 2019 - Aug 2019Pittsburgh, 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 ScholarCqa Institute May 2019 - May 2019Wilkes-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 -
Player Development CoachThe Scoring Factory Apr 2017 - Aug 2018Pittsburgh, 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 -
Team MemberDonte'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
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University Of Pittsburgh College Of Business AdministrationGeneral
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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