Project Manager Management

JULIUS ATTERBERRY III CTP

* ******* ***** ( West Orange, New Jersey

203-***-**** ( ********@*****.***

SENIOR MANAGER: Treasury Operations & Cash Management

Registered Investment Advisor with experience in treasury operations,

liquidity management, and the development of profitable relationships with

noted financial institutions. Expertly manage all aspects of client and

corporate treasury practices through strategic analysis and financial

modeling. Assess critical needs and formulate targeted solutions to

facilitate revenue growth and improved operational efficiencies. Provide

guidance to team members in accomplishing treasury and cash management

functions. Certified Treasury Professional (2009).

Liquidity Management ( Financial Analysis ( Team Building ( Broker/Dealer

Financing ( Cash Flow Forecasting

Collateral Management ( Relationship Building ( Organizational Analysis (

Lean/Six Sigma Black Belt

Cash Management ( Process Mapping ( Cash Concentration ( Funding Structures

Hedging Strategies ( Issue Resolution ( Critical Strategy ( Client

Relations

PROFESSIONAL EXPERIENCE

MERRILL LYNCH WEALTH MANAGEMENT, Jersey City, New Jersey ( 2010-Present

A unit of Bank of America Merrill Lynch, providing comprehensive wealth

management services to affluent and high-net-worth clients. It also

provides retirement and benefit plan services, philanthropic management and

asset management to individuals and institutions.

Financial Advisor (July 2010 - Present)

Build and enhance client relationships, assess client needs, meet with

existing and prospective clients, review investment goals and prepare

recommendations for products such as stocks, bonds, options, mutual funds,

and annuities. Specialization in financial planning, retirement income

planning and cash management for individuals, families and small

businesses.

. Perform hedging, modeling, financial analysis, and risk-tolerance

assessment to advise affluent clients on best-option investment

strategies meeting their specific needs.

. Utilize planning tools to enhance value for existing client base and

prepare financial proposals for new prospects.

. Establish and maintain rapport with clientele by providing superior

client service and proactive communication.

. Utilize various marketing methods to attract and retain clients i.e.

seeking warm referrals, conducting prospect seminars, and performing

client reviews.

. Completed coursework toward Certified Financial Planner certification.

o Financial Planning: Process and Environment

KYRIBA CORPORATION, New York, New York ( 2010

Market leader in web-based on-demand Cash Management solutions.

Senior Consultant (March 2010 - July 2010)

On-boarding clients with SaaS-based solutions in the areas of cash

positioning, forecasting, payments & collections, debt & investments, bank

administration, and general ledger interface.

ROBERT HALF MANAGEMENT RESOURCES, New York, New York ( 2009-2010

Senior Treasury Consultant, The Community Preservation Corporation (April

2009 - March 2010)

Not-for-profit leader in helping developers finance and build affordable

multi-family housing. Improve operational efficiency, reduce banking fees

and increase investment returns within Treasury area.

. Increased liquidity and reduced borrowing costs by $300,000 annually by

implementing notional pooling.

. Improved cash positioning and forecasting accuracy by streamlining

banking data.

. Developed Treasury policies for security administration and electronic

funds transfers.

JULIUS ATTERBERRY III ( Page 2 ( ********@*****.***

CREDIT SUISSE, New York, New York ( 2001-2008

$10 billion global provider of investment banking, private banking, and

asset management services.

Project Manager, Alternative Investments Process Improvement (June 2006 -

July 2008)

Developed strategies to improve operational and client reporting processes

for the Hedge Fund and Private Equity business units. Led teams of 6-12

members to reduce operational expenses, increase profits, and encourage

firm growth while positively impacting product quality and service.

Collated and analyzed operational data to outline current workflow

processes and identify areas for improvement.

Treasury Operations Manager, Global Treasury (January 2001 - June 2006)

Administered wire transfers and tracking positions for $10 billion in debt

and $4 billion in investments across entities. Managed daily funding

needs, short-term debt portfolios, banking fee negotiations, procurement,

investment, cash flow forecasting, and the development of cash flow

operational strategies. Assessed business risks and developed mitigation

plans. Reviewed internal business units and bank operating accounts,

managed contract negotiation, and maintained relationships with North

American primary banks and clearing corporations.

. Spearheaded the development of the Treasury Portal, CRM database, and XRT

funds transfer feed. Created and established use of a "Daily Funding

Recap" report

. Lowered interest expenses by $300,000 per year by raising cash balance

efficiencies through cross-regional nostro pooling arrangements by

entity.

EARLY CAREER NOTES:

GE CAPITAL CORPORATION, Stamford, Connecticut ( 1996-2000

Financial services branch of General Electric Company, an innovative global

technology and financial services leader.

Prior positions with GE Capital Corporation include Manager of Treasury

Integrations (August 1999 - December 2000), Cash Operations Team

Leader/Analyst (June 1998 - August 1999) and Vendor Financial Services

Portfolio Accountant (September 1996 - June 1998).

PEOPLE'S BANK, Bridgeport, Connecticut ( 1989-1996

People's United Bank, formerly People's Bank, provides banking services,

mortgages, and credit card services.

Prior positions with People's Bank include Financial Analyst (October 1994

- September 1996), Systems Administrator II (February 1992- October 1994),

Financial Control Representative (October 1990 - February 1992), and Escrow

Representative (March 1989 - October 1990). Further early career details

available upon request.

FORMAL EDUCATION

Master of Business Administration, Finance ( May 1998

Charles F. Dolan School of Business, Fairfield University, Fairfield,

Connecticut

Bachelor of Science, Finance ( December 1994

John F. Welch College of Business, Sacred Heart University, Fairfield,

Connecticut

TRAINING & CERTIFICATIONS

Certified Treasury Professional ( FINRA Series 7 and 66 Licensed

NJ Life, Accident & Health Producer ( Lean/Six Sigma Black Belt

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