Eric Ulbrich Email & Phone Number

New York, NY, US

New York, New York, United States

Leading strategic planning and growth of BNY Mellon’s Treasury Services and Payments business, globally.

New York, New York, United States

New York, New York

Greater New York City Area

Greater New York City Area

• As part of the Strategy and Performance Improvement practice within EY's FSO Advisory group, I have had a diverse set of opportunities to engage with senior-level executives in assisting their organizations with growth.
• Devised tactical growth strategy for C-suite executives and Board of Directors of a financial services firm, aimed at increasing the retail business’ product revenue by roughly $450MM thru 2020
• Advised C-level executives of a large European bank’s wealth management and securities business on their strategic approach and target operating model as a result of the Dept. of Labor’s Fiduciary Rule
• Oversaw the execution of in-depth business assessments for a top 10 global bank’s asset and wealth management divisions
• Led a product pricing analysis and revenue projection model for top 10 U.S. bank in its Securities business
• Assessed a large BHC’s counterparty credit risk reporting process and strategized a future state perspective in order to achieve a more efficient reporting framework

Houston, Texas

• Provided project modeling guidance on prospective drop-down transaction and unique contract agreement (non-public)
• Compiled economic and industry research to form cohesive decks for inaugural Analyst Day presentation and quarterly board presentation
• Drafted new revenue projection model with accounting and finance team for multi-functionality purposes

Sarasota, Florida Area

Interacted with management team to analyze, locate, and pitch profit-hindering matters to CFO.Created a dynamic revenue/cost model in Excel displaying multiple revenue streams’ profitabilityDiscovered ROI imperfections within one of the company’s revenue streams (shipping), turning a $150M potential annual loss into a $200M predicted annual gain.

Sarasota, Florida Area

Gained relevant, practical experience through training under experienced traders and portfolio managers. Presented and defended stock picks to head portfolio managers for Zolio, Inc’s investments. Managed $1MM of capital in mock-account, realizing a 15% gain in three months from long-only equity investments

Greater Atlanta Area

Developed strategic business plan to raise $5MM of capital from private and institutional investors.Defined competitive advantage by identifying critical customer needs and evaluated our relative performance to leading peers in the specific market space. Created a free cash flow model to display the potential return on invested capital.

Atlanta, GA

Assisted in successfully selling both high end and more economic jewelry in a price-sensitive market. I traveled throughout the Southeast, increasing the customer base and tending to relationships between loyal customers. Ultimately, I was a key player in achieving the most successful month in sales of 30% over the forecast.

Marietta, GA

Carried out tedious, time-consuming tasks, increasing efficiency and productivity of all office managers. Tended to customers with issues or questions, decreasing the average customer response time.

Marietta, GA

Made split second decisions to keep the activities fair and safe. Adhered to a very time sensitive schedule pushing me and the other referees I worked over to be as efficient and effective as possible.