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Project Manager Customer Service

Location:
Pittsburgh, PA, 15216
Posted:
August 19, 2011

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Resume:

Daniel R. Kramer

**** ******** ****** ( Pittsburgh, PA 15216 412-***-****

abgwze@r.postjobfree.com

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)

724-***-****

Deidre Sula (Project Manager PNC Bank)

412-***-****

Steve V. Pembrooke (BNYMellon Risk Analytics)

412-***-****

Steven R. Baron

412-***-****



Contact this candidate