Project Manager Customer Service
Resume:
Daniel R. Kramer
**** ******** ****** ( Pittsburgh, PA 15216 412-***-****
******.******@*********.***
CAREER OBJECTIVE
Interested in joining a professional staff to advance my career, and to
utilize my interpersonal and communication skills to build mutually
beneficial relationships, and improve customer service.
QUALIFICATIONS SUMMARY
Skilled at operations, resolving customer service issues, excellent
communication and presentation skills, strong organizational and time
management skills, self-confident and adept at cultivating trusted working
relationships to leverage for profitable outcomes
EXPERIENCE
Bank of New York Mellon Pittsburgh, PA
Securities Clearance Specialist May 2009-
Present
Acts as RCM's Middle Office in the settlements department along with a team
of five others. RCM is an Institutional Investor based in San Francisco
Ca. RCM invests mainly in Equities, Mutual Funds, Currency Forwards and
Options Trading.
. Tracks all of RCM's collateral for options trading.
. Chief FX Trader for RCM's Middle Office, ensuring currency is in the
correct form by settlement date of trades.
. Fixed Income specialist, facilitated in the trading of bonds, treasury
and Municipal
. Works daily with brokers and custodians to ensure timely settlement of
trades in the U.S and over twenty countries worldwide
. Tracks any of RCM's failed trades and reaches resolutions quickly and
efficiently
. Maintains RCM's Citrix applications containing brokers and custodians
delivery instructions
Bank of New York Mellon Pittsburgh, PA
Trade Operations Specialist August 2007-May
2009
. Utilizes exceptional organizational skills
. Demonstrates close attention to detail analyzing foreign documents for
compliance under letters of credit
. Protects bank assets to minimize risk involved importing and exporting
goods within the global marketplace
. Facilitates communication trouble shooting problems with colleagues at
New York office
. Consistently provides exceptional customer service and follow-up to
deliver prompt and accurate processing of multi-million dollar
accounts
Small business owner/partner experienced in negotiations, bid presentation,
sales and marketing, customer satisfaction to gain referrals for new
business
Deck-Aid, Intl. Pittsburgh, PA
Partner 1999 - Present
Built small business from inception to reality encompassing full range of
operations including:
. Hiring sub-contractors
. Marketing
. Proposal Presentation
. Purchasing of Materials
. Construction and Customer Satisfaction to leverage referral business
COMPUTER SKILLS
( Proficient in Microsoft Works and Microsoft Office including WORD (
Excel ( Access ( PowerPoint ( Microsoft Project Manager ( Proficient
command of GoldMine ( InvestmentView ( LotusNotes ( TouchPoint ( Principia
Pro
EDUCATION
Indiana State University June 2000 - May
2004
Indiana, Pennsylvania Political Science Major
Currently participating in the BNY Mellon Mentoring program
References
Dr. Gwen Torges (IUP Political Science Professor/Advisor)
Deidre Sula (Project Manager PNC Bank)
Steve V. Pembrooke (BNYMellon Risk Analytics)
Steven R. Baron
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