Thomas A. Floro, Capm, Mba

Thomas A. Floro, Capm, Mba Email and Phone Number

VP and Corporate Relationship Manager and Institutional Account Manager @ Huntington Station, NY, US
Huntington Station, NY, US
Thomas A. Floro, Capm, Mba's Location
Huntington Station, New York, United States, United States
Thomas A. Floro, Capm, Mba's Contact Details

Thomas A. Floro, Capm, Mba work email

Thomas A. Floro, Capm, Mba personal email

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About Thomas A. Floro, Capm, Mba

PROFESSIONAL SUMMARY I am a highly motivated professional with a strong track record of performance at three major financial institutions. Results-oriented Corporate Client Relationship Manager / Institutional Account Manager with broad experience in the areas of Cash Management, Treasury & Trade, Securities Lending and working knowledge of Know Your Customer (KYC) & Anti-Money Laundering (AML) guidelines and client on-boarding / client documentation experience. Generated increased revenues for client and bank by recommending new products, lifting program limitations, new business development initiatives and maintaining client retention. Experienced in interfacing and troubleshooting financial, technical and operational issues with high level business client base. Delivered Client and Board performance analysis, relationship reviews and client presentations. I have an MBA in Financial Management and I am a Military Veteran. PROFESSIONAL HIGHLIGHTS • Aggressively identified and captured revenue opportunities consistently exceeding annual revenue goals by 10-20%. • Increased revenue for bank and clients under management through cross selling and up selling. Increased utilization levels, investment and intrinsic spreads on loans, by opening numerous new and incremental accounts, obtaining client approvals for new international markets, new borrowers, new forms of non-cash collateral, investments in the JP Morgan commingled investment vehicle and lifting program restrictions. • Within 1.5 years, promoted from Assistant Vice President to Vice President based on work productivity and sales performance. Recognized by clients and co-workers for quick-acting, pro-active performance.

Thomas A. Floro, Capm, Mba's Current Company Details
Looking for a new job opportunity

Looking For A New Job Opportunity

VP and Corporate Relationship Manager and Institutional Account Manager
Huntington Station, NY, US
Thomas A. Floro, Capm, Mba Work Experience Details
  • Looking For A New Job Opportunity
    Vp And Corporate Relationship Manager And Institutional Account Manager
    Looking For A New Job Opportunity
    Huntington Station, Ny, Us
  • Looking For A New Job Opportunity
    Vp / Corporate Relationship Manager / Institutional Account Manager
    Looking For A New Job Opportunity May 2016 - Present
    Greater New York City Area
  • Citigroup
    Vice President, Senior Associate, High Impact Project Team, Institutional Clients Group
    Citigroup Feb 2014 - Apr 2016
    New York, Ny
    • Ensured that KYC records were completed to KYC guidelines and regulations in an accurate and timely manner by working closely with clients, senior managers, compliance, bankers, RMs, credit, legal and technology; Proactively contributed to team performance and meetings to share best practices across team.• Reduced overdue KYC records by 80% by assisting project managers with bottlenecks, capacity issues and high risk clients; Liaised with compliance on annual client site visits when needed. • Performed system testing and tracked defects for the new CitiKYC system, assisted with training materials review and worked on AML – KYC remediation projects. • Identified and executed process improvements, provided guidance and support on key process and technology issues to the business and new CitiKYC system.• Utilized working knowledge of multiple client types to expedite KYC records to completion (i.e. Corporates, Embassies, Non-Banking Financial Institutions, F.I’s, Foreign Correspondent Banking, etc.).
  • Citibank
    Vice President / Senior Account Manager - Treasury & Trade Solutions - Institutional Clients Group
    Citibank Mar 2010 - Feb 2014
    New York, Ny
    • Delivered successful sales and account management assistance to Fortune 500 clients; Developed and implemented transactions services solutions for various companies in my portfolio.• Managed, maintained and grew a cash management portfolio consisting of 40 clients with annual revenues over $60 million.• Consistently increased global incremental revenues across my portfolio between 10 – 20 % each year; Analyzed and resolved credit, financial and operational investigations to ensure maximum customer satisfaction.• Worked with compliance on the KYC screenings and client document collection when on-boarding new clients. • Managed existing clients to ensure client satisfaction and to further penetrate for cross-sell opportunities, operational efficiencies and deliver relationship and performance reviews.
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  • Jp Morgan
    Vice President / Institutional Relationship Manager - Investor Services
    Jp Morgan Mar 2006 - Mar 2009
    New York, Ny
    • Managed a client base in excess of 30 ERISA, Pension, Foundation and Endowment client relationships with annual bank earnings in excess of $12 million and client assets totaling $40 Billion.• Analyzed client specific data and delivered effective client account performance reviews; made Board / Consultant presentations to solidify relationships, and cultivate longstanding, profitable client relationships. • Oversaw contract amendment negotiations for existing clients, on-boarding of new clients, compliance, legal, tax, KYC and audit documentation reviews on all levels, investment guidelines. • Partnered with sales officers, traders and custody relationship managers on RFP’s, new client revenue projections and new business development initiatives to increase client and bank growth. • Managed all aspects of corporate client relationships in a proactive, efficient and accurate manner.
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  • Bank Of New York Mellon
    Assistant Treasurer / Senior Client Service Administrator
    Bank Of New York Mellon Jan 1996 - Mar 2006
    • Compiled customized monthly earnings statements and various summary reports for clients and management. Client base included ERISA, Pension, Mutual Funds and Insurance Companies. • Assisted management and traders on presentations and revenue estimates for prospective clients.• Effectively reconciled client accounts employing strong quantitative and organizational skills.• Monitored collateral and credit lending limits on all outstanding loans.• Assisted senior management with projects and all aspects of Securities Lending business.
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  • Jp Morgan
    Trader Assistant
    Jp Morgan Jul 1989 - Jan 1996
    • Performed daily calculations and proof of $30 billion portfolio for Funds Management Group.• Delivered, received, swapped and re-priced loans on DML system.• Trained and supervised new employees for departmental operations.• Prepared and reconciled client and borrower billing statements.• Researched and resolved account receivables on all outstanding loans.• Negotiated new loans, interest rates and re-prices with Institutional Traders.
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Thomas A. Floro, Capm, Mba Skills

Portfolio Management Financial Services Management Investments Financial Analysis Capital Markets Banking Relationship Management Account Management Mutual Funds Cash Management Equities Business Relationship Management Treasury Services Securities Lending Client Relations Client Presentation Sales Management Credit Finance Sales Financial Reporting Analysis Asset Managment New Business Development Asset Management Project Management Institutional Account Manager Analytical Skills Corporate Relationship Manager

Thomas A. Floro, Capm, Mba Education Details

Frequently Asked Questions about Thomas A. Floro, Capm, Mba

What company does Thomas A. Floro, Capm, Mba work for?

Thomas A. Floro, Capm, Mba works for Looking For A New Job Opportunity

What is Thomas A. Floro, Capm, Mba's role at the current company?

Thomas A. Floro, Capm, Mba's current role is VP and Corporate Relationship Manager and Institutional Account Manager.

What is Thomas A. Floro, Capm, Mba's email address?

Thomas A. Floro, Capm, Mba's email address is th****@****zon.net

What schools did Thomas A. Floro, Capm, Mba attend?

Thomas A. Floro, Capm, Mba attended Stony Brook University, Pace University, Hofstra University, Suny At Farmingdale.

What are some of Thomas A. Floro, Capm, Mba's interests?

Thomas A. Floro, Capm, Mba has interest in Football, Cash Management, Soccer, Boxing, Relationship Manager, Treasury And Trade, Formula One Car Racing, Hockey, Account Administrator, Institutional Account Manager.

What skills is Thomas A. Floro, Capm, Mba known for?

Thomas A. Floro, Capm, Mba has skills like Portfolio Management, Financial Services, Management, Investments, Financial Analysis, Capital Markets, Banking, Relationship Management, Account Management, Mutual Funds, Cash Management, Equities.

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