John Felice

**** ********** ***** abl7m0@r.postjobfree.com

Boynton Beach, FL 33436

646-***-****

Professional Profile

Licensed community association manager, skillful in resolving client

concerns, managing staff, schedules, assignments, and budgeting

finances. Exceptional interpersonal and collaborative skills

demonstrated in managing conflict, handling pressure, maintaining

composure, and problem solving.

Core Competencies

Relationship Management Risk Assessment Budgets

Problem Solving Valuation Analysis Staffing

Training and Mentoring People Management Client

Service

Reporting Finances

Selected Accomplishments

. Coordinated the presentation of the operations team's capabilities,

for a major sales pitch to a client that had two thirds of its

business with a competitor. UBS won the additional business.

. Identified the risks associated with the staff being task specific in

their day to day roles, and instituted a cross training program. This

prevented service gaps during vacations and absences.

. Uncovered a large new opportunity and discovered the client's real

needs, which allowed the sales team to close the deal. This new

business represented a 50% increase with that client.

Professional Experience

Community Resources, Staten Island, NY

July 2012 - Present

Manager of a group home

Manage a staff of 10 direct support professionals with regard to their

scheduling and ensuring proper care of the disabled individuals. Manage

the finances and safety for the disabled individuals. Manage the

maintenance. Managed medical clinics.

David Lerner Associates, Teaneck, NJ

December 5, 2011 - June 2012

Investment Counselor

UBS, New York, NY 1996 - 2010

Associate Director, Prime Brokerage Client Services Representative

2003 - 2010

Served the firm's clients by being the single point of contact to manage

their trades: reviewed and confirmed bookings, identified discrepancies,

reviewed stock loan reports, and performed adjustments at the client's

request. Arranged frequent client visits communicated daily with other

team members and incorporated client meetings with co-workers to address

all client inquiries and improve the firm's efficiency with meeting the

clients' needs. Protected the firm by training junior account managers for

coverage and assistance to allow senior management to resolve the demanding

issues and identify potential risk that may result in a loss to the firm.

. Prepared customized reports within a specific time period that

satisfied the client's needs and resulted in increased trading

activities and P&L with that client

. Recognized as a valuable vendor by a leading hedge fund after

questioning a non-time sensitive transaction prior to execution

. Trained and mentored junior account managers so that senior

representatives could go offsite and meet with clients without any

business interruption.

. Contributed to the successful training of the day-to-day operational

prime brokerage tasks to a UBS team in India.

Senior Prime Brokerage Operations Analyst

2000 - 2003

Reviewed, analyzed and resolved prime brokerage International and domestic

fails, daily cash and break reconciliation, wire payments and buy-ins

efficiently. Provided daily operational support to the prime brokerage

client service team, and daily monitoring of operational risk and exposure

to the firm.

. Coordinated the hiring of a junior account manager to handle a portion

of the daily operational tasks and allow senior staff members to

resolve the client issues.

Supervisor - Operations and Control

1998 - 2000

Supervised an operations team, consisting of 5 members. Reviewed, analyzed

and resolved daily risk and exposure issues involving the firm. Daily

monitoring of the staffs' day-to-day tasks, "memo-seg" deficits, customer

reconciliation, and journal entries made to the client's account. Ensuring

that all breaks and issues are resolved in a timely fashion.

Operations Analyst 1996

- 1998

Reviewed DTC position breaks, cash and firm balancing, buy-ins, fail

control, customer break reconciliation, and stock record breaks. Performed

quarterly audits, monitored DTC deficit positions, international and

domestic fails.

CIBC Oppenheimer, New York, NY 1994 - 1996

Licenses

Series 7 and 63

Life, Health and Accident Insurance

Licensed Community Association Manager

Education

St. John's University, Staten Island, NY

Bachelor of Science - Finance 1994

Touro University, New York, NY

Master in Business Administration - Business Management 2001

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