Joe Rafanelli Email & Phone Number

New York, NY, US

135 US-202/206, Bedminster, NJ 07921

• Manage the sales of IT related projects.
• Manage the full sales life cycle from lead generation to pricing and close.
• Manage client expectations, outstanding issues and project results.
• Collaborate with internal Technology Analysts to understand requirements, work scope, write proposals documents and presentations.
• Maintain relationships with clients throughout the project to address change requests, ensure effective client acceptance and sell future projects.
• Conduct monthly project reviews with internal development teams and client teams.

7 Campus Drive, Parsippany NJ 07054

• Life and Health insurance agent for NJ.
• Advise clients on their financial needs recommending products to maximize returns while minimizing risk.
• Manage inquires ensuring the highest level of service and a positive client experience

Jersey City, NJ

• Managed a due diligence regulatory initiative ensuring external and internal deliverables are completed timely & accurately.
• Led Senior Management project meetings reporting statuses, issues & risks.
• Created yearly due diligence procedures and Executive Management reports as required by the CFTC regulation.

NY, NY

• Managed a team of four Client Service Coverage officers supporting a top tier Investment Management firm, with annual revenue of over $80 million.
• Regional Project leader for any incomplete or aging change management requests ensuring prioritization and escalation.
• Managed an FX initiative ensuring straight through processing, for standard SWIFT cash messages, were coded properly across the US and UK regions/platforms.
• Managed a liquidity initiative to add an investment/sweep vehicle to the current list of over overnight investment options.
• Managed a repo investment initiative to consolidate cash transfers into joint trading accounts.
• Led bimonthly client meetings ensuring controls and service levels were met.

NY, NY

• Managed cash related products, supporting continued business growth and market leadership.
• Business liaison between operations, technology legal and compliance ensuring requirements are documented, tested and implemented.
• Worked with Client Services, external clients, internal business partners, vendors, Network Management, legal, compliance and industry utilities to manage support and grow the product offering.
• Decreased company risk by implementing program changes to automate cash balance verification and over draft reporting.
• Managed an operational efficiencies initiative by automating an existing manual bank loan process, resulting in increased tracking, reporting accuracy and client satisfaction.
• Managed a cash sweep initiative to a new cash platform, resulting in greater efficiencies and additional overnight investment selections.

Jersey City, NJ

• Managed operational/change management projects within the Product Services division.
• Implemented operational initiatives for Corporate Actions, Securities Processing, Transactions Management, FX, Information Management, Funds Transfer & Securities Lending.
• Implemented daily, weekly and monthly KPI reports which identified and raised issues on operational performance, resulting in increased client retention and satisfaction.
• Implemented and ensured system connectivity for a new sub agent that was part of key conversion effort to retain a major client resulting in a 22% annual revenue increase.
• Initiated a 3rd party Securities Lending coding automation project that increased straight through processing and operational efficiencies resulting in increased client satisfaction.

Jersey City, NJ

• Managed multiple complex internal and external client implementation projects for North America Securities Fund Services (SFS). Projects included institutional accounts and global/domestic custody.
• Developed project charters, determined project scope, created milestone roadmaps, project plans and monitored deliverables.
• Partnered with sales, product, operations and technology teams to develop new SFS products, services and systems.
• Managed an end to end new Global Custodian Window/platform resulting in increased bank profits and trading automation efficiencies.
• Increased efficiency and controls by implementing a new tracking system used for updating senior management on new deal status.
• Streamlined daily process ensuring more efficient cross training and audit compliance.

Jersey City, NJ

• Managed a team of 6 Client Service Officers supporting a top tier Investment Management firm.
• Managed a team of 13 Investment Assistants supporting trade, asset services and tax reclaim activity.
• Ensured trades were received timely, populated and settled.
• Team leader for operational and services related issues ensuring service levels were met or exceeded.
• Led team meetings ensuring company and client goals were prioritized.

Mba, Investment Finance

Bachelor Of Science (Bs), Finance

Certificate, Project Management

Advanced project management classes, for experience resources, looking for streamlined ways to achieve project goals, with greater.

Certificate, Data Management

Advanced Microsoft computer classes focusing on SQL, VBA, Excel, Project 2016 and Macros.