Tony White Email and Phone Number
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Experienced Analyst with projects related to analyzing customer behavior data, implementing the Net promoter system, creating access databases and 3rd party vendor project management.
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Fund & Counterparty Onboarding AnalystApollo Global Management, Inc. Jun 2023 - PresentNew York, New York, Us
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Real Estate ConsultantCentury 21® Apr 2023 - PresentMadison, New Jersey, Us -
Institutional Client Onboarding Senior AnalystCiti Mar 2022 - May 2023New York, New York, Us• Reviewed client formation documents for regulatory adherence and onboarding.• Liaise with legal, tax reporting, sales, traders, credit, and the client to streamline account setups.• Evaluated, propose, and lead projects on improving internal client onboarding systems and procedures.• Provided legal agreement subject matter expertise to help the team navigate onboarding clients with complex account structures.• Support UAT infinitives for testing fund onboarding and contract managing systems. -
Junior Legal Data Management AnalystCiti Sep 2021 - Mar 2022New York, New York, Us• Troubleshoot legal data issues with the broader client onboarding team• Support and develop initiatives for legal data integrity and normalization• Review legal documents and extracting of key provisions• Liaise with internal stakeholders to identify opportunities to execute trading documentation for clients.
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Performance & Portfolio Analytics ApprenticeLord, Abbett & Co. Llc Mar 2021 - Sep 2021Jersey City, New Jersey, Us• Developed custom reports showing the value of portfolio holdings, including performance, risk measures, and segmented breakdowns for portfolio managers using SQL.• Routinely validated portfolio segmentation and characteristics for investment managers and their clients.• Automated routine monthly and quarterly reports for institutional clients.• Collaborate with various teams to deliver preliminary reports to capture new business for the firm. -
Business Analyst IExelon Nov 2020 - Mar 2021Chicago, Il, Us• Streamlined the data collection and reporting process using excel macros and pivots.• Investigated authentication risks and provided short briefs providing qualitative insights.• Identified and improved the cybersecurity risk data collection process. -
AnalystLinkedin Dec 2019 - May 2020Sunnyvale, Ca, Us- Analyzed customer data to find the relationships between survey scores and revenue using excel functions.- Collaborated with the sales managers and software developers to improve the data collection.- Streamlined the customer success story collection process.- Mitigated risks by creating models to measure a project's timeliness and level of effort.- Drafted agile project plans to manage third party vendors for the customer experience team. -
Business Analyst IBank Of America Merrill Lynch Aug 2018 - Dec 2019Charlotte, Nc, Us- Developed Access Databases to query, collect, and clean financial contract data for senior management.- Provided Excel macros to organize and munge data for project managers.- Drafted procedure guides to streamline the process for analyzing, manipulating, and creating reports for financial contract data.- Held weekly meetings, presenting dashboards with key insights, and brainstorm process improvements based on the presented data.- Gathered requirements and prepared business requirement documents (BRD) for system updates to adapt to changing regulations. -
Global Markets Client Onboarding InternBank Of America Merrill Lynch Feb 2018 - Aug 2018Charlotte, Nc, Us- Assisted the Data Quality Team with data hygiene projects. - Supported VP’s with ad-hoc requests and contract reviews.- Updated and filed procedure guides for regarding the contract clearing process - Shadowed project managers on projects regarding software updates and provided administrative support.
Tony White Skills
Tony White Education Details
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Careerist.ComSales Engineer -
Queens CollegeEconomics
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Year Up UnitedInvestment Operations
Frequently Asked Questions about Tony White
What company does Tony White work for?
Tony White works for Apollo Global Management, Inc.
What is Tony White's role at the current company?
Tony White's current role is Analyst | Realtor | Sales Freelancer.
What is Tony White's email address?
Tony White's email address is to****@****oup.com
What schools did Tony White attend?
Tony White attended Careerist.com, Queens College, Year Up United.
What skills is Tony White known for?
Tony White has skills like Microsoft Office, Customer Service, Microsoft Powerpoint, Public Speaking, Research, Microsoft Access, Database Administration, Data Analysis, Data Entry, Business Analysis, Facebook Marketing, Sql.
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