Brian Mccabe Email & Phone Number

Greater New York City Area

New York, Ny

Client Executive & Vice President - BNY Mellon, NY (November 2009-May 2013)Responsible for new business development and client management for client base. Worked with product sales and product and relationship managers in order to broaden and deepen client relationships. Worked internally with the client management team to maintain and increase client satisfaction and to increase the profitability of each relationship.• Managed a portfolio of 15-20 broker dealer clients with… Show more Client Executive & Vice President - BNY Mellon, NY (November 2009-May 2013)Responsible for new business development and client management for client base. Worked with product sales and product and relationship managers in order to broaden and deepen client relationships. Worked internally with the client management team to maintain and increase client satisfaction and to increase the profitability of each relationship.• Managed a portfolio of 15-20 broker dealer clients with responsibility for approximately $25-30 Million in annual revenue.• Established and maintained myself as the primary and trusted contact at BNY Mellon for all points of contact across the client relationship; worked with product areas to ensure the products and services the client is using are being delivered efficiently; act as an advocate on behalf of the client, direct new product or service inquiries ensuring that they are promptly addressed.• Prepared marketing solutions to prospects and clients utilizing the entire suite of BNY Mellon products and services including –Capital Markets, Investor Services, Issuer Services, Execution Services, Asset Management, Capital Markets, Credit, Global Payments & Trade Finance, Global Markets. Managed the entire sales process by rigorous client targeting; preparation of marketing materials, pro-active calling, identifying and qualifying leads, working collaboratively with product sales teams to convert opportunities to mandates, documenting the sales process and results, and managing the process on behalf of the client.• Managed the summer intern program in 2011 & 2012, which included interviewing and hiring interns. Assigning projects, which would benefit both the intern and employees. Providing mid summer and end of summer performance reviews.• Managed the client credit approval process, including structuring the transactions and monitoring the client and portfolio credit risks.• Managed the administration of “KYC” (Know Your Customer) requireme Show less

Pricing/Risk Analyst- Royal Bank of Canada, NY (April 2003-May 2005)• Lead a five-person team responsible for pricing a book of 1,200 hedge funds (i.e, month end andmid-month performance estimates, month end capital account balance and fund size).• Produced risk reports for review by senior level management including Managing Directors andBank Treasurer.• Approved on redemption and subscription transactions. Liaise with front office and ManagingDirector sign off.•… Show more Pricing/Risk Analyst- Royal Bank of Canada, NY (April 2003-May 2005)• Lead a five-person team responsible for pricing a book of 1,200 hedge funds (i.e, month end andmid-month performance estimates, month end capital account balance and fund size).• Produced risk reports for review by senior level management including Managing Directors andBank Treasurer.• Approved on redemption and subscription transactions. Liaise with front office and ManagingDirector sign off.• Contributed to the design and enhancements (based on the ongoing team needs) of the in-houseaccounting system currently in use.• Assisted in design, test & implementation of new systems to meet with the Bank’s standing orderRequirements• Performed and delegated ad-hoc requests for the front office Show less

Equity Fund Accountant, JPMorgan Chase, NY (October 2000 – April 2003)• Monitored daily cash flows for 40+ unit investment trusts (combined market value over $1billion).• Responsible for daily letter of credit (LOC) (daily value $40 + million)• Responsible for the accurate calculation of the daily present values for each account.• Monitored domestic & foreign trades, as well as investigated failing trades and contacted broker tofacilitate settlement.• Identified &… Show more Equity Fund Accountant, JPMorgan Chase, NY (October 2000 – April 2003)• Monitored daily cash flows for 40+ unit investment trusts (combined market value over $1billion).• Responsible for daily letter of credit (LOC) (daily value $40 + million)• Responsible for the accurate calculation of the daily present values for each account.• Monitored domestic & foreign trades, as well as investigated failing trades and contacted broker tofacilitate settlement.• Identified & reconciled discrepancies with equity custody systems & internal accounting database.• Responsible for preparing income distributions, termination of accounts, tax reporting andfinancial statements for annual reports.• Researched all corporate actions-ensuring accurate calculation execution of all mergers,acquisitions & spin-offs. Show less

Bachelor Of Science, Business Economics

Activities and Societies: President of the SUNY Oneonta Collegiate Chapter of the American Marketing Association.

Bachelor Of Applied Science (B.A.Sc.), Business/Managerial Economics

Activities and Societies: President of Collegiate Chapter of the American Marketing Association Marketing Club