Thomas Santangelo, Cfa Email & Phone Number

London, Gb

London, Gb

Project Management for Ultra-High-Net-Worth banking solutions

London, Gb

- Cash management for Non-Bank Financial Institution clients- Provided treasury payment and receivable solution guidance, account opening support, and drove digitization initiatives for large Global Institutions

London, Gb

Rotational Program Analyst: Product Management - Liquidity (September 2020 - March 2021) - Deposit Liability Management - Balance sheet trend analysis and reporting Risk Management (March 2020 - September 2020)- Operation Risk Management - Policy and Governance - Risk and Control Assessment / TestingBusiness Management / Transformation (September 2019 - March 2020) - Cost Management - Financial Reporting- Digital Service Optimization / Automation - Deposit Trend Management / Analysis

New York, Ny, Us

- Interned on the Capital Planning & Analysis Team assisting in forecasting firm-wide capital ratios - Analyzed the forecasts for the capital numerator and performed detailed variance analytics on RWA trends by line of business- Performed ad-hoc analytical requests from key partners and reconciled management reports - Collaborated with interns across the organization in analyzing liquidity profiles across globally systemic important banks- Formal presentation of analysis to senior management evaluating the LCR impact relative to liquid assets and cash outflows

New York, New York, Us

- Monitored and analyzed the news and developments regarding the stock market. - Created data by communicating vital information essential to qualifying new business prospects generating leads for senior management - Analyzed research reports regarding new IPO and private placement deals that the Firm was going to partake in.

Quincy, Ma, Us

- Made phone calls and took surveys on locals in different regions of New York.-Marked down results on google sheets.