Mike Patulo Email & Phone Number

Chicago, IL, US

• Product Management
• Business Development/Sales
• Client Onboarding/Implementations
• Project Management/Business Analysis
• Relationship Management/Client Service

Chicago, Illinois, United States

OVERVIEW: Built a Third-Party Relationship Management team and led the effort to optimize/digitalize the client experience from initial implementation through business-as-usual (BAU) new account set-up.

Chicago, Illinois

• OVERVIEW: Head of IOO North America (NA) New Accounts & Transitions team; built & managed a 12 member cross-client, functional servicing team. Supported 25 existing clients’ new account set-ups and related transitions.
• Refined scope of team and across 10 internal servicing groups, while seamlessly managing an over 250 percent YoY increase in tasks to accommodate expanded client and internal stakeholder requirements
• Executed over 50 process optimization efforts as joint business/project owner to reduce cycle times and enhance service offerings
• Chaired functional global operating model forum to align processes and to harmonize client experience across regions
• Originated best-practice client request forms and internal checklists to optimize data collection across event lifecycle stages
• Managed team strategic operating plan; partnered with relationship managers to facilitate client service reviews and RFPs

Chicago, Illinois

• OVERVIEW: Head of U.S. Cash Processing and Transitions Management for global asset manager with $95 billion AUM across over 600 (~400 unique) U.S. accounts; directly led and coached 5 client service professionals
• Negotiated with client management to propose and implement process changes that meet client and enterprise needs; standardized client offering to mitigate risk and identify revenue opportunities
• Managed and enhanced daily and event-driven processes to optimize team resources via SharePoint and metric databases, resulting in up to 80 percent time savings

Greater New York City Area

• OVERVIEW: Managed 5 on-site client service professionals providing collateral management, reporting, and settlement services to over 150 hedge funds, banks, asset managers, and fund administrators
• Streamlined processes across 15 on-site and virtual professionals conducting control, reconciliation, and project functions for North America OTC Clearing Client Services; designed cross-functional depth charts to.
• Developed and executed integration of OTC Clearing and Futures operating models and client service offerings with senior Operations and Business management; coordinated UAT and documented user requirements

Greater New York City Area

• OVERVIEW: Executed firm-wide, divisional, and departmental risk management agenda and KPI assessment across global OTC Clearing On-Boarding, Client Service, Trade Support, and Control & Reconciliation teams in 4 regions
• Managed and transformed global Risk and Control Self-Assessment (RCSA) from annual exercise to real-time, value-added resource to assess risk against controls with regional line teams
• Completed comprehensive front-to-back (F2B) reviews of global cross-team production, trial, and test workflows via control and process mapping analysis; recommended operational efficiency, client service, and risk.

Greater New York City Area

• OVERVIEW: Managed all aspects of CDS, IRS, and FX production from trade capture and clearing to risk limit utilization and trade reconciliation; led FX change-the-bank (CTB) initiatives and defining global user.
• Re-engineered trade workflow and primary trade capture UI with IT to improve system latency and scalability to accommodate an over 1000 percent Y-o-Y increase in trade volume
• Enabled 75 percent reduction in time spent analyzing and reporting key metrics via SharePoint databases to streamline data capture and commentary; leveraged by over 250 users and stakeholders across 4 regions

Greater New York City Area

• OVERVIEW: Managed team of 12 across two locations supporting global FX business for over 800 institutional clients across North America FX & EM Sales & Trading desks
• Reduced staffing needs by 20 percent in 2 years and transitioned 4 heads to lower-cost site; led global promotion and transition of several dozen clients to CLS and other STP platforms, resulting in over 50 percent.
• Trained over 25 individuals in product and industry functions; promoted decision making and leadership opportunities enabling 3 associates and 1 analyst to become team leaders

Hoffman Estates, Niles, And Schaumburg, IL

OVERVIEW: Analyzed customer service and store operational efficiency to make recommendations to enhance the customer experience; identified profitable revenue growth strategies while developing financial literacy amongst associates; experienced day-to-day activities and accountabilities of individual and overall store businesses