Ivan B. Email & Phone Number

Charlotte, North Carolina, United States

➤Generated reconciliation for validating consistency of filtering and ensuring that one can explain EPMT (Enterprise Portfolio Management Tool) data issues that could cause variances to reporting. Provided project managers the ability to identify projects/programs aligned to a Line of Business or project budgeted dollar amounts input incorrectly in the EPMT tool. ➤Produced Monthly Senior Leader Portfolio reports via Tableau, which provided leadership with an overall picture of their investment portfolios, resulting in surpassing targets consistently.➤Created a Quarterly Executive Portfolio report which provided the leader of the entire Corporate Risk organization an overall depiction of her entire investment portfolio.

Charlotte, North Carolina, United States

I interfaced with managers to determine metrics needs and created custom reports, dashboards, storyboards, reporting solutions, and analytic opportunities to improve value to functional partners.➤Demonstrated abilities to automate recurring reporting activities where possible, and create more effective reports, providing solutions for the needs of the business.➤Developed insights related to resourcing of work through delivering reporting, analytics and business information to be leveraged through Risk Ecosystem governance processes for prioritization.➤Worked with functional management to obtain resources, influence outcomes, address conflict and ensure alignment with WF strategy /policies and business line objectives.➤Developed metrics and tracked/evaluated programs, services and initiatives.➤Set up security SharePoint access for Corporate Risk GPD personnel.➤Assisted with establishing SharePoint sites for Regulatory content to stay compliant Federal guidelines.➤Took action on Corporate Risk GPD SharePoint adhoc requests and maintenance of site collection.

Charlotte, North Carolina, United States

I managed a team of 4 employees that handle settlements and clearance for domestic products, cash wires, and fail control on outstanding aged fails on Domestic products.➤Managed new regulatory control through development and execution of policies and procedures.➤Performed Domestic collateral and settlement movements of a daily basis.➤Communicated with management, traders, compliance, finance, legal, sales, and technology.➤Interacted with traders and implemented procedures for National/International client’ settlements.➤Troubleshot and produced solutions as application and systems expert for fixed income securities. ➤Worked directly with technical team to make computer application modifications and to ensure that all system issues were escalated and resolved quickly. Created fail reports that included significant trade fail indicators (Par value, fail $ amount, Trade/Settle Dates, Counterparty, and Executing Trader) which allowed resourceful fail details for resolution. ➤Led FED settlements team in the Broadridge system conversion creating test plans, participating in pre-conversion testing and documenting procedures.➤Proactively identified and addressed areas of risk.➤Defined and implemented settlement and reconciliation procedures for multiple Wells Fargo entities.➤Key contributor to merger related and operations consolidation activities between Wachovia Securities and Well Fargo Securities.➤Familiarity with the Broadridge systems (Impact, BPS), BoNY GSCX, Intellimatch, GSCC, and Fail Application database. ➤Hired, coached, and developed Staff.

Charlotte, North Carolina, United States

I reviewed fed settlements personnel daily work to ensure end of day money balance accuracy.➤Managed settlement and clearance of Fixed Income Securities- GNMA’s, FNMA’s, Treasury Bills, Notes, and Bonds totaling 300 billion dollars per month.➤Managed GSCC netting process including submitting, modifying, and reconciling trade discrepancies. ➤Developed relationship with Fortune 500 companies to achieve a high level of trade settlement success.