Michael DiPalma has significant industry experience assisting financial institutions including asset managers, banks, insurance companies and law firms in evaluating and managing process, compliance, and operational challenges. He has significant experience managing programs, projects and working with customers to detail their process flows and help identify and resolve potential weaknesses and gaps in compliance. He has provided program, project management and analytical services in multiple areas including system conversion and parallel processing, client satisfaction and remediation efforts as well as large-scale document reviews.SKILLS SUMMARY• Program Management• Project management• System conversion• Process mapping• Portfolio and investment accounting• Tax lot analysis, cost basis, and performance• Securities processing
Listed skills include Project Management.