Michael Dichiara Email & Phone Number

Greater Boston

• Responsible for providing leadership and management of junior analysts within a large/complex operational unit.
• Supervise production activities including resource allocation, process adherence, compliance, change integration, system operation and process improvement.
• Monitor staff's work activities to ensure adherence to policies and procedures, that work is complete and accurate, and that defined Service Level Agreements are met.
• Perform activities related to the implementation of procedures and practices to improve efficiency (e.g. provide monthly statistical reports to maintain an awareness of the status of operations)
• Execute advanced research and queries related to any of the core processes within the team which include cash processing, trade settlements, corporate actions, account opening/closing and maintaining Charles River.
• Track measurement of “key metrics” like resource allocations, tracking, volume of transactions which drive performance of the group to maintain service levels.

Boston, MA, US

• Responsible for all processes and procedures as it pertained to securities and cash movement and reconciliation.
• Posted and reconciled trade settlement, income collection and corporate actions for equity, mutual fund and fixed income securities.
• Processed all cash receipts and administered cash management utilizing multiple money market funds for multiple trust accounts.
• Managed custodial and brokerage relationships.
• Monitored and processed stock transfers in physical certificate form, DTC and international, as related to client terminations and in-kind transfers.
• Aided the Manager with supervising the day-to-day work of other Specialists while also developing specific procedures that helped the group execute daily and monthly tasks.

• Supported a mix of multi-billion dollar institutional clients, one being in the BNY top 10 high profile clients, with the processing of accurate and timely valuation and financial statements for monthly valued clients.
• Provided professional support to clients while maintaining and strengthening account relationships through implementing group procedures and controls in order to minimize risk and prevent monetary losses to both the.
• Aided the Account Manager with supervising the day-to-day work of other Trust Specialists while also developing specific procedures that helped the group execute daily and monthly tasks.
• Reconciled and analyzed trust fund statements and prepared government annual Form 5500 filing to the IRS.
• Assisted in the execution of various significant projects involving different groups within the company.
• Acted as the primary contact for multiple demanding clients on a daily basis.

• Held responsible for the completion of daily cash movements including capital calls, redemptions and distributions for multiple limited partnership accounts.
• Reviewed investment manager holdings reports to ensure accurate information and tolerances were met prior to finalizing month end reporting.
• Serviced hundreds of endowment-based foundations and pension plan accounts each holding multiple asset levels keeping them within an acceptable tolerance.

Boston, Massachusetts, US

• Processed income and expenses, monitored and processed corporate actions, reconciled failed trades and cash discrepancies for approximately one hundred mutual funds, including offshore funds.
• Supervised a staff of four employees with daily operations and processes.
• Assisted the Account Manager in the preparation and completion of monthly invoices.
• Investigated client/fund accounting inquiries using other departments to resolve in a timely manner.

Boston, Massachusetts, US

• Calculated cash availability, processed cash and security transactions, monitored daily security settlement activity and cash flow for multiple mutual fund accounts.
• Prepared account proofs and reconciliation reports of custody to accounting.
• Monitored and reconciled unmatched and failed trades for client daily.

• Planned, implemented, and directed all corporate promotional and marketing campaigns, including special events, advertising, as well as publicity and promotional appearances.
• Developed and implemented highly effective marketing tools and trained marketing force staff on their use.

• Designed and brought to successful conclusion comprehensive marketing and public awareness programs integrating advertising, promotions, special events, market research and pricing strategies.
• Aided in the coordination of all game day promotions.

• Contributed to the franchise’s advertising programs and planning of public events and player appearances.
• Played a role in the scripting of all radio, TV and print advertising.
• Organized and executed all game day promotional activities.