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GE-trained, client-facing professional with 10+ years’ experience leading on-shore and offshore teams and projects designed to improve the customer experience. Consistent record of improving Net Promoter Scores and streamlining and automating processes to improve delivery time and reduce costs. Proficient at Salesforce CRM system. Experience in all major asset classes, including equities, fixed income and commodities. MBA: University of ConnecticutExperience Includes:Asset Management Account Management Client Services Customer SuccessCRM, Salesforce Business Process Management Systems (BPMS) Process Improvement, AutomationDigital AssetsTokenizationTokensBlockchainFinTechOperations Management Sales Support Client OnboardingCustomer Relationship Management Project Management
Private Consulting And Advisory - Freelance
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Private Consulting And Advisory - FreelanceStamford, Ct, Us
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Client Service ManagerAtomyze Llc Nov 2021 - Sep 2022Greenwich, Ct, UsThe Atomyze mission is to be the premier platform for the digitization of physical assets so users can source, trade, and track commodities. We provide a marketplace that connects the entire ecosystem — from traders, investors, asset providers, and producers to merchant bankers, commercial users, and others. We modernize commodities trading, improve the management of supply chain contracts between issuers and commercial users, and create real access and liquidity for all participants. Using technology powered by blockchain, Atomyze will provide a platform for issuers to tokenize their assets and for investors to buy and sell digitized assets. -
Assistant Vice President, Team Lead, Client ServicesState Street Global Advisors Jul 2016 - Oct 2019Boston, Ma, UsRetained after the GEAM acquisition to manage the client service and reporting functions for ~100 institutional clients with $20B in assets and gradually transition to SSGA platforms and systems.• Converted GE client base to SSGA website and services improving client user experience and satisfaction• Successfully streamlined the operations between the Stamford and Boston offices by gathering data required to integrate website and processes• Created detailed system and process documents and provided in person and on-line training to satisfy transfer of knowledge and work between offices• Led system and process training to offshore team creating more internal capacity and cost savings -
Team Lead-Client ServicesGe Asset Management 2006 - 2016Boston, Ma, UsDuring organizational growth, moved through progressive roles in Client Services. Team Leader for client services/reporting group with ~150 institutional clients with $24B in assets. Liaison with relationship managers, sales, compliance and consultant teams to satisfy customer base. From 2006-2010, managed eight contractors based in India. Team Lead-Client Services (2010-2016)Senior Institutional Analyst - Client Services (2008-2010)Institutional Analyst -Client Services (2006-2008)• Contributed to an above-industry average Net Promoter Score • Consistently delivered over 95% of client reporting requirements within client service level agreements with less than 3 defects per quarter• Reduced report processing and delivery time by adding lean practices and automation. • Key member of team which saved $250K per year and reduced work hours 20-25% per month by developing and upgrading Business Process Management (BPM) systems. Eventually led to the elimination of the 8-person offshore team • Drafted detailed operation review documents that were used to successfully train offshore team, resulting in time savings of 10-15 report reviews per month for onshore team• Led project that resulted in 38% reduction in Non-Value Add (NVA) steps during peak reporting cycle, 1-day cycle time reduction, and ability to on-board 12 new clients with the same resources -
Market & Customer Support Specialist --Global Client SupportReuters 2003 - 2005Toronto, On, CaPart of a “follow-the-sun” team which supported 100+ North American institutional clients--and global clients as needed--on product and data services for Equities, Fixed Income, Commodities, FX and Derivatives.• Improved client satisfaction by advising on Reuters product functionality and financial market queries• Reduced CRM system repeat-inquiry volume ~20% by handling and resolving complex client data issues at first point of contact • Streamlined operations to reduce client response times by working cross-functionally with production, marketing, sales, and account managers • Created a winning team atmosphere providing supervision, support and training to junior team members • Successfully coordinated projects to improve data reliability on multiple products • Chosen to conduct training and coordination for migration to India office including 2-month stay in India -
Senior Market Analyst --Global Client SupportReuters 2000 - 2003Toronto, On, CaProvided support for client-oriented issues related to Reuters data and products• Communicated with European and Asian groups to ensure efficient processes between regions• Owned and updated global client support and Americas client support internal website -
Market Analyst--Project ManagementReuters 1997 - 2000Toronto, On, Ca -
Manager – Fixed Income DepartmentTelekurs Financial Usa 1994 - 1997Zurich, ChManager – Fixed Income Department• Coordinated the relationship with home office managers and clients to ensure product requirements.• Evaluated the content and quality of fixed income data in the Telekurs system.• Answered market issues and activities while distributing and managing workflow among employees.Assistant Manager – Equities Department• Supervised five employees in equities division to ensure full coverage of equities market activities.• Acted as liaison between the home office in Zurich and equities division to satisfy customer needs.
Frank Cirillo Skills
Frank Cirillo Education Details
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University Of ConnecticutInternational Business / Marketing -
University Of Connecticut School Of BusinessFinance
Frequently Asked Questions about Frank Cirillo
What company does Frank Cirillo work for?
Frank Cirillo works for Private Consulting And Advisory - Freelance
What is Frank Cirillo's role at the current company?
Frank Cirillo's current role is Financial Services Leader | FinTech | Asset Management | Client Services | Customer Success | Operations Management | Account Management.
What is Frank Cirillo's email address?
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What is Frank Cirillo's direct phone number?
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What schools did Frank Cirillo attend?
Frank Cirillo attended University Of Connecticut, University Of Connecticut School Of Business.
What skills is Frank Cirillo known for?
Frank Cirillo has skills like Fixed Income, Equities, Financial Markets, Financial Services, Derivatives, Fx Options, Bloomberg, Capital Markets, Hedge Funds, Trading Systems, Client Services, Asset Management.
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