Michael Vogel Email & Phone Number

Everett, Massachusetts, United States

• Improving client experience through automation and increasing efficiencies.
• Assist with conversion of 400 billion dollars in additional business awarded to us by our client.
• Working with Senior management to discuss, review and improve process flows.
• Supporting my team in its efforts to achieve and maintain the client's number one custodian ranking.
• Create, develop and conduct training plans for teammates across multiple functions.
• Act as the key contact for assisting with high priority client needs across the department

Everett, Massachusetts

• Authorized signer for transactions under $10 billion
• Addressed and resolved escalated client inquiries for a high-profile client
• Ensure all reconciliation and cash availability objectives are completed accurately and timely
• Train new employees across all functions of mutual funds custody
• Authorized signer for trade instruction and modification
• Coordinate and participate in BNY Mellon sponsored community partnership events

Everett, Massachusetts

• Authorized signer for transactions under $100,000,000
• Addressed and resolved escalated client inquiries
• Reviewed potential candidate resumes and conducted interviews
• Created presentation and led subject matter expert trainings
• Modified and enhanced financial reports for fixed income trades, equity trades, repurchase agreements, foreign exchanges, and reconciliation processes
• Ensured all fixed income and repurchase agreements were completed accurately and timely

Everett, Massachusetts

• Analyzed and developed financial reports for fixed income trades, equity trades, repurchase agreements, foreign exchanges, and reconciliation processes
• Coordinated and lead monthly service calls with client
• Represented BNY Mellon Everett at global service advocate discussions
• Acted as BNY Mellon Everett representative and topic lead for the global employee engagement committee
• Ensured all fixed income and repurchase agreements were completed accurately and timely
• Trained new employees on trade operations, foreign exchanges, fixed income, and repurchase agreements

Everett, Massachusetts

• Complete deadline-driven trade and foreign exchange reports for largest custody client of BNY Mellon
• Respond to client queries via phone or e-mail communications
• Maintain delivery instructions in OMGEO ALERT for client
• Develop and enhance procedures for daily operational tasks

Boston, Massachusetts

• Performed annual Ricoh America employee reviews
• Executed bi-annual site certifications
• Carried out resume reviews and interviews for open positions
• Managed a staff of four individuals
• Generated monthly billing metrics
• Held monthly client meetings to review service