Dorian Rancio (Falcone) Email & Phone Number

New York, Ny, Us

New York, New York, United States

New York, New York, United States

New York, New York, United States

Drive change initiatives, aimed at enhancing productivity, creating capacity and delivering service excellence.

New York, New York, United States

Implemented the global ODD platform, coordinating complex pre-and post win strategic clients.

New York, New York

Established and maintained relationships with global financial institution clients

New York, New York

• Improved time required for data searches by collaborating with IT team to perform UAT testing and implemented new systems Confirmation Tracking Tool (CTT) which was introduced to all functions of the company• Increased the confidentiality of client files by testing and implementing the use of Nuance PDF which allows the viewing of confirms individually• Confirmed and recorded 20 page swap trade tickets for clients daily through varied means of communication • Analyzed financial… Show more • Improved time required for data searches by collaborating with IT team to perform UAT testing and implemented new systems Confirmation Tracking Tool (CTT) which was introduced to all functions of the company• Increased the confidentiality of client files by testing and implementing the use of Nuance PDF which allows the viewing of confirms individually• Confirmed and recorded 20 page swap trade tickets for clients daily through varied means of communication • Analyzed financial data to predict data outcomes resulting in issue free files • Trained teams from Boston, Kansas City and Hong Kong to perform Associate 1 and Associate 2 tasks • Assisted 5 new employees from different departments to become acclimated through a Buddy system Show less

New York, New York

• Investigated over 100 failed trades daily by utilizing excel functions to pinpoint issues and make corrections • Updated mapping within the internal trade posting system, Trademan, to mediate future errors • Examined financial data and filed trade confirmations for OTC swap products and trade claims through internal CTT• Performed daily account reviews with prime brokers explaining any reconciliations that may have been required • Reviewed accounts and resolved mismatches of… Show more • Investigated over 100 failed trades daily by utilizing excel functions to pinpoint issues and make corrections • Updated mapping within the internal trade posting system, Trademan, to mediate future errors • Examined financial data and filed trade confirmations for OTC swap products and trade claims through internal CTT• Performed daily account reviews with prime brokers explaining any reconciliations that may have been required • Reviewed accounts and resolved mismatches of trade breaks between client and counterparties• Audited positions, variances and P&L for clients daily and contacted clients to resolve any inconsistencies Show less

New York, New York

• Produced 16 daily reconciliation reports to support 8 clients whose total AUM is $423 billion • Tracked and processed daily trade files for various products to ensure that the life of trade gets posted (EQ, FI, FUT, OPT, Swaps ETC.) • Investigated and reconciled discrepancies in pricing and position data both internally and for clients• Monitored RIC codes on a continuous basis to ensure codes were up to date thereby preventing price breaks • Processed over 500 variances and… Show more • Produced 16 daily reconciliation reports to support 8 clients whose total AUM is $423 billion • Tracked and processed daily trade files for various products to ensure that the life of trade gets posted (EQ, FI, FUT, OPT, Swaps ETC.) • Investigated and reconciled discrepancies in pricing and position data both internally and for clients• Monitored RIC codes on a continuous basis to ensure codes were up to date thereby preventing price breaks • Processed over 500 variances and prices through the price maintenance system on a daily basis • Relayed with Dublin and Hong Kong offices to provide continued service to clients around the clock • Prepared end of day client summary reports under stringent time constraints and delivered to internal NAV group to ensure that they could meet their end of day deadline Show less

New York, New York

• Assigned tasks and supported 6 department heads in meeting their project deadlines• Negotiated with 5 vendors to ensure lowest purchasing costs for office equipment• Examined company expenses and corporate card payments to monitor budget levels• Coordinated annual company events to boost employee morale

New York, New York

- Supervised and trained a team of floor associates and cashiers by preparing daily schedules, goals and floor layouts. - Managed store-wide promotion focused on opening charge accounts to increase "Customer Stickiness" levels. - Implemented in-store product layouts and presentation. - Handled opening and closing register count procedures that included $50,000-$110,000 daily. - Promoted client retail growth. Sold over $10,000 worth of valued merchandise in a single day. -… Show more - Supervised and trained a team of floor associates and cashiers by preparing daily schedules, goals and floor layouts. - Managed store-wide promotion focused on opening charge accounts to increase "Customer Stickiness" levels. - Implemented in-store product layouts and presentation. - Handled opening and closing register count procedures that included $50,000-$110,000 daily. - Promoted client retail growth. Sold over $10,000 worth of valued merchandise in a single day. - Received numerous awards/acknowledgments for opening the most card accounts in the NY downtown district. - Provided exceptional customer service in person and over the phone. Show less