Mark Sallinger, Cfp®, Adpa, Mba Email & Phone Number

Usa

New York, New York

- Coordinate regulatory and compliance initiatives focused on implementing new processes and solutions for bank regulatory reporting, Basel III, CCAR and Volcker.

New York

- Provide fee only planning to individuals assisting them in meeting their goals and obtaining financial security. Tailor plans by performing a thorough assessment of a client’s retirement, taxation, estate, insurance, investment, and other life planning needs (e.g., college education).- Advise small businesses on key financial matters such as maintaining cash flow; establishing retirement plans for owners and/or employees; and protecting owner, partner and key employee vested interests in the company.- Manage the assets and portfolios for individuals, families and small businesses.- Specialize in financial planning for unmarried couples and in the complexities of newly married couples.

New York, Ny

- Provide fee only planning to individuals assisting them in meeting their goals and obtaining financial security. Tailor plans by performing a thorough assessment of a client’s retirement, taxation, estate, insurance, investment, and other life planning needs (e.g., college education).- Advise small businesses on key financial matters such as maintaining cash flow; establishing retirement plans for owners and/or employees; and protecting owner, partner and key employee vested interests in the company.- Manage the assets and portfolios for individuals, families and small businesses.

New York, New York

- Established and implemented the strategic vision for the Merchant Banking back office by driving efficiencies through process improvements, organization streamlining and technical platform enhancements.- Mitigated risk of daily controller operations to ensure timely and quality delivery through improved controls.- Managed key administrative functions for the Investment Management Finance group including business continuity planning, space planning, budgeting and forecasts, staffing, annual performance and compensation reviews for a nearly 400 person global department.- Served as the department liaison with Internal Auditors, Ops Risk and Regulators to address audit points, Fed MRAs and ensure the identification and closure of action items and risk incidents.- Led and developed a team of business analysts and developers to drive 50+ technology and process department initiatives by establishing a standard project life cycle and program management rigor.- Coordinated the deployment of approximately 75+ positions to lower cost service centers saving more than 25% in compensation and occupancy costs.- Managed several department reorganizations and realignments including training plans and skills assessments.- Owned the budget and cost initiatives for the department of over $70M.- Built partnerships with multiple departments and divisions to affect change and manage strategic initiatives.

New York, New York

- Responsible for driving average annual sales and revenue of $5 - $10 million. - Managed the delivery of financial management operational, strategic, and technical solutions to the financial services industry. - Developed client relationships with the ‘C Suite’ and practice knowledge capital. Roles included: account development, RFP responses, industry and practice solutions, and account management.- Provided engagement leadership to Fortune 100 large domestic retail and investment banks.

- Responsible for delivering client strategic, operational and managerial integrated solutions primarily focused on the financial services and insurance industries. Management solutions included: business case development, accounting and financial management process redesign, package implementation, custom application integration, organizational alignment, reporting, training, planning, and deployment.- Contributed to average annual sales of $8 - $10 million. Established relationships and delivered presentations to senior level executives. Sales responsibilities encompassed: RFP responses, new account pursuits, development of industry solutions, and account management.- Managed average annual revenue of $10 – $12 million. Coordinated the efforts and managed the delivery quality for teams of 18 – 100+.

Brooklyn, New York

- Managed the close and timely booking of revenue and expenses, as well as adherence to legal and regulatory requirements.- Directed the project efforts for designing, testing, and implementing a time reporting system.- Controlled the accumulation and billing of $250 million in costs for providing services.- Calculated and analyze revenue and expenses for new products offered to clients. Coordinated the preparation of customer invoices to ensure timely recovery of expenditures.- Provided financial analyses and reports to monitor financial performance.- Assisted in the review, installation and testing of financial-related software applications. - Supervised, train and develop staff in order to maintain policies and procedures of department.

Mba

Bsm