Derrick Small

Derrick Small Email and Phone Number

Agile Project Manager | Delivering High-Impact Projects & Effective Solutions @ BNY Mellon Wealth Management
Derrick Small's Location
United States, United States
About Derrick Small

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.

Derrick Small's Current Company Details
BNY Mellon Wealth Management

Bny Mellon Wealth Management

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Agile Project Manager | Delivering High-Impact Projects & Effective Solutions
Derrick Small Work Experience Details
  • Bny Mellon Wealth Management
    Portfolio Manager
    Bny Mellon Wealth Management Aug 2023 - Present
    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.
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  • Adroit Partners
    Financial Program Coordinator
    Adroit Partners Nov 2021 - Feb 2023
    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.
  • Virtus Partners
    Asset Management Analyst
    Virtus Partners Nov 2019 - Nov 2021
    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 dashboard, delivering real-time data insights and reducing reporting delays by 4 days.
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  • Woodlands Franchise Management
    Account Manager
    Woodlands Franchise Management Apr 2016 - Nov 2019
    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.

Derrick Small Education Details

Frequently Asked Questions about Derrick Small

What company does Derrick Small work for?

Derrick Small works for Bny Mellon Wealth Management

What is Derrick Small's role at the current company?

Derrick Small's current role is Agile Project Manager | Delivering High-Impact Projects & Effective Solutions.

What schools did Derrick Small attend?

Derrick Small attended University Of Houston-Downtown, University Of Houston-Downtown.

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