David Pallof Jr. Email & Phone Number

Greater Pittsburgh Area

Work in conjunction with Separately Managed Account (“SMA”) business management in growing and managing SMA business opportunities. Manages initiatives and interacts with various internal departments, external partners, vendors, and clients. • Support all aspects of the Separately Managed Account (“SMA”) business to include client, product and business development initiatives for the SMA business. • Maintain primary responsibility for various business processes such as vetting foreign client jurisdictions, sponsor certifications and managing the MNPI monitoring process for SMAs.• Coordinate documentation and follow-up of the various working groups that meet in support of the SMA business.• Maintain and update compliance policies created to support the business, as well as conduct annual reviews of aforementioned polices.• Conduct compliance monitoring as it relates to side-by-side management of SMAs and Mutual Funds.• Maintain product/client status for communication to various internal groups (Senior Management, Compliance, Sales, Operations and Marketing) requiring updates and direction.• Manage the legal, regulatory, financial, investment management, operational, marketing and distribution aspects of client and product requirements from approval, through implementation and into active management.

Kansas City, Missouri Area

• Responsible for teaching various courses that include Public Relations (MGT430), Personal Finance (FIN210), Introduction to Business (BUS101), and Quality Management (460). Responsibilities include but are not limited to; grading papers and tests, conducting outside research, sharing own personal and professional experiences, and ensuring weekly interactions meet or exceed the minimum number of responses.

Munhall, Pa

Weekly contributor to published newspaper. Topics include pertinent local high school sports, highlighting athletic performances for the region, and interviewing current and previous athletes for publication.

Pittsburgh, Pennsylvania

Oversaw a team of Technical Writers and Communication Specialists that develop and write policies, procedures, and create strategic internal communications. Actively collaborate with senior business partners to communicate relevant information. Communicate business objectives and change management initiatives to all levels within the organization. Creating and maintaining Business Continuity plan. • Wrote, edited, and developed effective internal communication within the organization.• Developed relationships with subject matter experts and leadership on disseminating pertinent communication to the according audience.• Responsible for the creation on distribution of weekly huddle guides, facilitating monthly readiness calls, and ad hoc written communicative needs. • Ensured proper internal controls are set in place that adhere to laws and regulations.• Published and communicated approved documentation for daily employee usage on SharePoint Site.• Motivated teams for maximization of full potential along with fostering a developmental environment.

Greater Pittsburgh Area

Responsible for developing, updating, and auditing professional documentation. Created process maps in their entirety using Visio. Communicated with service partners on procedural updates to adhere to banking regulations along with Legal, Compliance, and Risk parties. Managed multiple internal websites located on Intranet.• Wrote, developed and updated professional documentation throughout their lifecycles.• Hosted and recorded webcasts to distribution on pertinent change management initiatives.• Established fundamental relationships across various lines of business to produce documentation used by front end users as well as other necessary parties.• Served as interim Senior Operations Process Manager, responsibilities included compiling FTE requirements, budgeting for upcoming year(s), and interviewing candidates.• Responsible for training employees on current software and departmental processes.• Served as a Peer Mentor to fellow team members, Operational Associates, and Interns.

Greater Pittsburgh Area

Analyzed and approved invoices for PNC’s Account Payable department using PeopleSoft. Communicated with vendors and PNC service partners for payment inquires.• Responsible for daily voucher error reconciliations.• Created policy and procedure guidelines for department.• Trained new employees on PeopleSoft and PNCBuys.• Assisted in the development and maintenance of the department’s website.

Greater Pittsburgh Area

Maintained relationships with investment and administrative officers within PNC’s Asset Management. Corresponded with outside bank representatives on financial data. Updated and calculated market values of assets.• Balanced bank records on a daily, bi-weekly, and monthly basis.• Trained new employees on reconciling and balancing accounts.• Reconciled over 60 PNC non-custody accounts.• Released prepared statements to clients on a monthly basis.

Master'S Degree, Organizational Leadership, 3.9

Organizations are an inescapable part of social life, so an understanding of how human relationships work in organizations is an essential.

Prosci Change Management Certification, Change Management

• Understanding of how effective change management improves organizational results. • Learning how to apply a research-based change.

Bachelor Of Science - Bs, Business Administration And Management, General

As an interdisciplinary field of study, organizational leadership complements other professional skills. Across private and public.