Michael D'Angelo Email & Phone Number

• Act as primary interface between all parties to present findings and to propose creative solutions facilitating business decisioning.• Plan and conduct key migration tasks to ensure accuracy of migrated data and consistency of client reporting. • Coordinate team resources effectively to prioritize and meet key project objectives.• Coordinated data conversion of Wealth Management applications specific to UMA/Sleeve-Aware programs. This involved creation and maintenance of… Show more • Act as primary interface between all parties to present findings and to propose creative solutions facilitating business decisioning.• Plan and conduct key migration tasks to ensure accuracy of migrated data and consistency of client reporting. • Coordinate team resources effectively to prioritize and meet key project objectives.• Coordinated data conversion of Wealth Management applications specific to UMA/Sleeve-Aware programs. This involved creation and maintenance of process runbooks used in multiple test conversions, evaluation of results, identification and resolution of defects and implementation of process improvements. The conversion required coordination across three corporations, twelve workstreams and an array of technologies including AWS (Amazon Workspace) and traditional COBOL-based mainframe applications.• Served as key member of team implementing the managed account platform for Broadridge on behalf of UBS. Beyond the conversion and technology provider integration here noted , responsibilities included managing implementation defects and coordinating resolution across multiple workstreams.• Coordinated interfaces for conversion and production between the Vestmark portfolio management application and Broadridge AWS and BPS applications. These covered account master, security master, transaction and reference data integrations. Activities included data mapping, supervision of testing (Unit, QA, UAT, SIT) and establishing technology integration. Show less

• Team lead on a performance migration project harmonizing multiple legacy platforms into a single, streamlined, real-time API-enabled platform. • Investigated and identified reporting and calculation anomalies in legacy reporting platforms. • Presented alternative solutions to business owner for migration and go forward decisions. • Validated calculations to identify and report underlying issues on any of the source systems and the target performance system.• Fixed data so… Show more • Team lead on a performance migration project harmonizing multiple legacy platforms into a single, streamlined, real-time API-enabled platform. • Investigated and identified reporting and calculation anomalies in legacy reporting platforms. • Presented alternative solutions to business owner for migration and go forward decisions. • Validated calculations to identify and report underlying issues on any of the source systems and the target performance system.• Fixed data so that 99.9% of recalculated returns matched by proving out calculations and documenting proper performances calculation methodologies.• Led issues review sessions with client business, information technology development and operational resources to resolve issues identified. Show less

Secaucus, New Jersey

Led a Performance Operations team reporting to the Vice President of Operations. Oversaw all projects related to performance reporting operational management. • Spearheaded process improvement for the department, enhancing clients’ performance reporting experience • Implemented plans to strengthen relationships with Client Services, Production Support, and Product Departments, improving overall operations• Identified and implemented opportunities for systemic improvements, ensuring… Show more Led a Performance Operations team reporting to the Vice President of Operations. Oversaw all projects related to performance reporting operational management. • Spearheaded process improvement for the department, enhancing clients’ performance reporting experience • Implemented plans to strengthen relationships with Client Services, Production Support, and Product Departments, improving overall operations• Identified and implemented opportunities for systemic improvements, ensuring all performance issues were resolved in a timely and efficient manner Show less

Secaucus, New Jersey

Managed all aspects of the performance reporting analytic function, including resolution of account activity issues, account performance calculations, and inquiries to support the Wealth Management platform. Served as the point of contact for the Global Investment Performance Standards (GIPS) verification and audit deliverables.• Trained staff on performance measurement best practices and methodology, internal performance measurement processes, data calculation, and internal proprietary… Show more Managed all aspects of the performance reporting analytic function, including resolution of account activity issues, account performance calculations, and inquiries to support the Wealth Management platform. Served as the point of contact for the Global Investment Performance Standards (GIPS) verification and audit deliverables.• Trained staff on performance measurement best practices and methodology, internal performance measurement processes, data calculation, and internal proprietary system review; improved staff performance o Created and modified procedures and user guides used to train clients• Directed research and reconciliation of performance discrepancies on a daily, monthly, quarterly and annual basis with accounting, custodian, and investment systems, ensuring zero discrepancies• Provided recommendations to senior management on improvement opportunities within the Performance Reporting and Production Support areas, including the refinement of Performance Exception reporting process• Collaborated with operations personnel to validate data mapping and calculate actual investment performance when adjusted for discrepancies, ensuring compliance with Service Level Agreements (SLAs) • Liaised with Information Technology on enhancements to internal systems and client websites; provided guidance, testing, validation, and implementation of service enhancements and systemic upgrades Show less

Warren, New Jersey

Managed a staff of 25 employees across multiple product and service teams handling performance reporting issue inquiries from 15K+ Financial Advisors and support staff. Conducted performance appraisals for supervisors and individual team members. • Provided recommendations to senior management on budget related matters associated with the Client Reporting and Portfolio Management Group/Smith Barney Advisor teams• Created user guides and cross-training programs to train new hires and… Show more Managed a staff of 25 employees across multiple product and service teams handling performance reporting issue inquiries from 15K+ Financial Advisors and support staff. Conducted performance appraisals for supervisors and individual team members. • Provided recommendations to senior management on budget related matters associated with the Client Reporting and Portfolio Management Group/Smith Barney Advisor teams• Created user guides and cross-training programs to train new hires and specialists in Field Services Group, improving access to cross-training opportunities• Facilitated a shadowing program, allowing team members to visit with business partners, work on special projects, and provide exposure and networking scenarios• Provided guidance on developing proposals for prospective clients and assisted with the account opening process• Collaborated with Financial Advisors and support teams to resolve account modeling issues, rebalancing, deficiency resolution and account violations, ensuring compliance with firm policies• Hosted regional and national conference calls, developing webinars and web-based tutorials to train branch network members on proprietary systems and operational procedures Show less

Greater New York City Area

Managed a staff of 13 employees who were responsible for preventing and correcting data integrity issues impacting performance reporting for managed products utilized by Financial Advisors. Conducted performance appraisals for supervisors and individual team members. • Controlled the daily reconciliation and accuracy of Managed Account transactions utilizing various internal reporting tools.• Initiated and conducted weekly conference calls with members of various teams including… Show more Managed a staff of 13 employees who were responsible for preventing and correcting data integrity issues impacting performance reporting for managed products utilized by Financial Advisors. Conducted performance appraisals for supervisors and individual team members. • Controlled the daily reconciliation and accuracy of Managed Account transactions utilizing various internal reporting tools.• Initiated and conducted weekly conference calls with members of various teams including Consulting Group business units, Sales and Marketing, Consulting Group Technical Analysts and Information Technology to help reduce/eliminate issues presented by branches• Served as Risk and Control Self-Assessment coordinator for the Investment Service Operations department including Monitors, Account services and Billing units with the responsibility of ensuring that all audit requirements were met• Created the Investment Service Operations Standard Operating Procedure (SOP) for use by team members to utilize when developing system enhancements Show less

New York, Ny

Managed a staff of 7 full time employees in the Fixed Income Operation and Fee Management units. Conducted performance appraisals for individual team members. • Ensured that Fixed Income Trades submitted by various Money Managers were completed, from trade input through trade settlement. Certified the team researched and resolved trade discrepancies for timely settlement to reduce or eliminate market exposure• Collaborated with external Money Managers, internal Depository Trust &… Show more Managed a staff of 7 full time employees in the Fixed Income Operation and Fee Management units. Conducted performance appraisals for individual team members. • Ensured that Fixed Income Trades submitted by various Money Managers were completed, from trade input through trade settlement. Certified the team researched and resolved trade discrepancies for timely settlement to reduce or eliminate market exposure• Collaborated with external Money Managers, internal Depository Trust & Clearing Corporation and Federal Reserve System settlement units, and Information Technology to ensure that the needs of branch personnel were met or exceeded• Created Business Requirement Documents (BRD) for system enhancements in the Fixed Income Operations area. • Incorporated the Fee Management group with Fixed Income Operations in order to streamline multiple exchange and custodial relationships Show less

New York, Ny

►Managed 12 full time employees FTE’s in Mutual Fund Operations.►Project coordinator for firm initiative to convert 3 million accounts from National Securities Clearing Corporation to SuRPAS (Mutual Fund sub-accounting system providing complete record keeping for Mutual Fund products), resulting in revenue of $65MM annually.►Worked with Information Technology team to develop the Mutual Fund Reconciliation System, designed to automate the reconciliation of Mutual Fund trading accounts… Show more ►Managed 12 full time employees FTE’s in Mutual Fund Operations.►Project coordinator for firm initiative to convert 3 million accounts from National Securities Clearing Corporation to SuRPAS (Mutual Fund sub-accounting system providing complete record keeping for Mutual Fund products), resulting in revenue of $65MM annually.►Worked with Information Technology team to develop the Mutual Fund Reconciliation System, designed to automate the reconciliation of Mutual Fund trading accounts, resulting in improved productivity and reduced full time employees.►Prioritized and coordinated the work flows for the Mutual Fund Operations team. Show less

Jersey City, Nj

►Coordinated with the Transfer, Trading and Settlement departments to research and resolve any and all issues with client accounts and respected Mutual Fund families.►Worked with Information Technology to develop new systems and enhance current applications to improve the efficiency of the Mutual Fund reconciliation processes.►Senior Associate responsible for the development of new associates in the Mutual Fund Reconciliation department.

Fayetteville, North Carolina Area

Participated in a pilot testing program for communication equipment to ensure functionality to be utilized during operational missions. Participated in the training and development of junior team members.

Bachelor Of Science (Bs), Management And Marketing

Education record

Passed the CIPM Principles examination in 2013.