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Derrick Small is listed as Agile Project Manager | Delivering High-Impact Projects & Effective Solutions at BNY Mellon Wealth Management, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Derrick Small.
Derrick Small previously worked as Portfolio Manager at Bny Mellon Wealth Management and Financial Program Coordinator at Adroit Partners. Derrick Small holds Bachelor'S Degree, Finance from University Of Houston-Downtown.
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I’m a results-driven Project and Program Manager with a strong background in finance, portfolio management, and client services. With experience at organizations like Bank of New York Mellon, Adroit Partners, Virtus Partners, and Woodlands Franchise Management, I’ve successfully led complex projects, improved financial operations, and fostered cross-functional collaboration.
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Houston, Texas, United States
Engaged with clients and stakeholders to communicate portfolio performance and adjust strategies tomeet evolving needs and expectations.Regularly tracked portfolio performance, preparing detailed reports for senior executives, providing clear insights that guide future decision-making and project directions.
Houston, Texas, United States
Developed and maintained program performance reports, tracking KPIs and providing actionable insights that informed strategy and helped improve program delivery efficiency.Ensured financial programs adhered to state and federal regulations, reducing compliance issues by 6% and minimizing audit risks.
Houston, Texas Area
Utilized financial software tool Bloomberg Terminal, to streamline asset performance tracking and reporting, integrating workflows into Jira to monitor project milestones, resolve issues, and ensure timely deliverables, reducing reporting turnaround by 10%.Collaborated with IT and compliance teams to implement the solvas platform, to automated reporting.
Houston, Texas Area
Partnered with leadership to identify upselling opportunities, contributing to a 25% increase in annual revenue.Proactively identified and mitigated risks in project delivery, ensuring client expectations were consistently met.
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Derrick Small works for BNY Mellon Wealth Management.
Derrick Small is listed as Agile Project Manager | Delivering High-Impact Projects & Effective Solutions at BNY Mellon Wealth Management.
Derrick Small is based in United States, United States, United States while working with BNY Mellon Wealth Management.
Derrick Small has worked for Bny Mellon Wealth Management, Adroit Partners, Virtus Partners, and Woodlands Franchise Management.
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Derrick Small holds Bachelor'S Degree, Finance from University Of Houston-Downtown.
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