Fred M. Email & Phone Number

Pittsburgh, Pa, Us

Pittsburgh, Pennsylvania, United States

Pittsburgh, Pennsylvania, United States

Provide leadership and coaching for several groups of associates: a middle office Account Funding team as well as back office Income Processing team, Tax Reclaim, Hedge Fund Operations, Global Operations, Global Account Opening and Mutual Fund processing teams.Work with other business leaders to streamline operations, consolidate processes and reduce risk and expenses.

Pittsburgh, Pennsylvania

Led and coached five teams of associates in Wealth Management, driving improved performance.Implemented process redesign and automation, reducing operational risk and increasing processing efficiencies by 15%.Facilitated industry calls to foster best practices and discuss new developments.Collaborated with cross-functional teams to bring new product solutions to clients.

Pittsburgh, Pennsylvania

Developed and implemented Agile workflow processes, leading to increased efficiencies and process transparency.Created statistical reports for the CEO, highlighting new business inflows.Mentored associates to achieve advanced goals and contribute to organizational growth.Managed a team responsible for client account funding.Provided leadership and coaching to team of analysis's responsible for middle office support. The team’s primary role was to onboard new assets in Wealth Management AccountsDeveloped and implemented a statistical reporting package to monitor work volumes for analysts. Responsible for overseeing large account conversions.Developed an annual survey focused on improving customer service to front office associates.Developed and implemented paperless process to streamline workflows.Administer industry working group call focused on industry process improvement. Focus on process improvement as well as forward and backward integration between groups.Built a workflow tool to integrate front office with middle and back office to create transparency for the client onboarding process.

Supervised a team of operational associates responsible for moving assets into and out of BNY Mellon Wealth Management accounts. Developed a new group for IRS Cost Basis reporting requirements including process and procedures.Developed reporting statements for providing Cost Basis information to outside custodians. The statements meet and exceeded all IRS requirements for Cost Basis reporting. Worked with trust system vendor to develop CBRS compatibility for a database release. This includes working on reengineering of CBRS reports and user interface.Developed efficiencies through automation in current processes. Introduced a paperless work environment to a paper-intensive workplace, which streamlined processes and reduced turn-around times.

Supervised teams responsible for secure movement in and out of Wealth Management accounts.Coordinated workflow with offshore teams to ensure timely processing.Quick learner and client-focused.

Processed Mutual Fund Free Movement. Worked closely with outsourced mutual fund vendor to ensure client’s accounts were accurately funded with mutual funds

Processed transfers of mutual funds for our clients, which were large financial institutions. Some of my other duties included mutual fund trading, trade reject research and establishing mutual fund account numbers for our clients.

Mba, Health/Health Care Administration/Management

Bs, Finance

Marketing Management