Frank Russo Email & Phone Number

New York, Ny, Us

Zurich, Ch

Los Angeles, Ca, Us

At City National Bank, we make it our business to be personal. Since our founding in 1954, we've always prioritized helping our clients, colleagues and communities flourish, and our legacy of integrity and unparalleled client relationships continues to drive strong growth today. Along with personal, private and business banking, City National makes available wealth management, brokerage and leasing services, and software solutions. We are committed to a company culture that promotes diversity, equity and inclusion in the workplace. City National is a subsidiary of Royal Bank of Canada, one of the world’s largest banks.Responsibilities:-Developed various documentation for Critical Data Elements (CDEs) in response to OCC regulation requirements-Engaged with IT Subject Matter Experts (SMEs) to trace data lineage for various CDEs for Risk Data Aggregation and Risk Reporting (RDARR)-Utilized SQL to best understand the data and ensure accuracy among data lineage

Zurich, Ch

UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services.With more than 71,000 colleagues around the world, we collaborate across all major financial centers in 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.Responsibilities:-Managed banking data across multiple systems within Wealth Management (WM) and traced data lineage for regulatory reports throughout these WM systems-Engaged with IT Subject Matter Experts (SMEs) and Data Stewards to present Key Data Elements (KDEs) to data owners-Queried data sets to best understand data and ensure accuracy among data lineage-Utilized COLLIBRA to enter and trace data lineage throughout UBS architecture-Collaborated with external Data Stewards and internal Glossary Team to agree on proposed KDEs and resolve Data Integrity Issues-Ran a weekly maintenance report via MSTR across WM, Asset Management, and Group Compliance Regulatory & Governance divisions-Assisted in an office-wide data clean-up to ensure data accuracy, enable better understanding of the IT architecture landscape, and establish efficient and effective data governance-Trained and mentored new data analysts to learn business procedures and act as a mentor to assist with their development

Pasadena, Ca, Us

Tetra Tech is a leading provider of consulting, engineering, and technical services worldwide. Our reputation rests on the technical expertise and dedication of our employees—20,000 people working together across disciplines and time zones to provide smart, sustainable solutions for challenging projects. We are proud to be home to leading technical experts in water, environment, infrastructure, resource management, energy, and international development. Tetra Tech combines the resources of a global, multibillion dollar company with local, client-focused delivery in 450 locations around the world. We offer competitive compensation and benefits and are searching for innovative people to join our teams.Responsibilities:-Managed, processed, and allocated 300+ employees’ expenses to various projects-Cognizant of Tetra Tech’s Travel Policies and enforced the guidelines to ensure no fraudulent activity occurs-Effectively communicated with management and field employees to ensure that payroll deadlines were met-Performed a variety of management-level functions and developed key organizational processes to improve operation functions, drive team development, and assist with goal attainment-Optimized the Standard Operating Procedure (SOP) to simplify and clearly lay out the process and procedures efficiently for team of analysts-Successfully reduced operating costs by 25% through streamlining processes and improving controls-Supported payroll team outside of normal business hours to meet auditing deadlines and provide expertise

Pasadena, Ca, Us

Responsibilities:-Managed field data at an operations site, responsible for filtering and cleaning data by reconciling computer reports with physical logs to correct any coding errors that may occur during data collection-Researched and determined scope and complexity of issues as well as steps to fix the data errors to ensure accuracy-Collaborated with a team of 3 to ensure consistent data integrity and implement procedures that drove project alignment-Organized and maintained required documentation of data and maintained an eye for detail to uncover discrepancies-Produced daily reports in regard to project metrics, work completion, and costs for external clients

Toronto, Ontario, Ca

Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance and tools, to meet their needs across all life stages. Their financial representatives, who are among the best trained in the business, offer personalized service combined with a solid, long-term approach and fresh thinking, to help people: save and invest for retirement, education and other life events, create retirement income strategies, protect the ones they love, and plan their legacy. Their goal is to build solid relationships and long-term value to help you grow, protect and enjoy what you have—by making sure your financial strategies work as hard as you do.As an Finance Intern, I was mentored by Edward Ha who provided me with an introduction to the finance industry and financial service procedures.

Daytona Beach, Florida, Us

Brown & Brown is an independent insurance intermediary that, through its licensed subsidiaries, provides a variety of insurance products and services to corporate, public entity, institutional, trade, professional, association and individual clients. Brown & Brown is one of the largest and most respected independent insurance intermediaries in the nation, with 75 years of continuous service. The Company is ranked as the sixth largest such organization in the United States and seventh in the World by Business Insurance magazine.As a Benefits Intern, I prepared proposals, reviewed insurance contracts, and oversaw and assisted with daily broker job duties.