MICHAEL D. PETESIC
*** ********** **. 201-***-****
Hoboken,NJ 07030 ********@*****.***
Sumitomo Trust & Banking Co. USA
Hoboken, NJ
July 2002 - Present
Securities Lending Senior Officer (January 2008 - present)
Securities Lending Associate/ Manager (January 2006 - December 2007)
Securities Lending Assistant (July 2002 - December 2005)
. Work alongside 3 Senior VP's of Securities Lending Middle, Front and
Back offices
. Manage 8 Associates in the Securities Lending/Risk Management Middle
Office
. Responsible and accountable for the coordinated management of multiple
related department projects
. Documented project activities to ensure project deliverables met
target timeline and budget objectives
. Provide strategic management and operational oversight of sales for
new client services
. Operate at each level of an established sales cycle to determine the
appropriate services based on the clients needs and demands
. Maintain positive relationships based on good rapport with other
banks' counterparts
. Train groups on Pirum system for billing discrepancies
. Oversee all monthly billing/lending statements and to ensure accuracy
prior to sending to domestic and foreign desks
. Supervise all month-end client reporting including monthly performance
reports
. Ensure accuracy of reports generated by Associates which include
lending profits for day, month, and year to date
. Identify and implement accounting and control enhancements
. Monitor global and domestic mark to market reports, trade pricing, and
trade input
Merrill Lynch
Jersey City, NJ Summers
1999 - 2001
Intern, Financial Consulting
. Calculated financial returns using Excel
. Calculated investment manager turnover ratios
. Made routine phone calls to clients to inquire about any initial account
issues
. Compared calculated returns in Excel to returns from computer system
. Verified system feeds by comparing to monthly statements
. Set up composite accounts for clients with multiple consults accounts
. Retrieved security historical pricing from Bloomberg machine
. Fixed errors on company computer system
Innovative Media Research
Hoboken, NJ June
1999 - September 1999
Marketing Consultant
. Conducted phone interviews concerning medical products
. Called professional physicians to gather medical data
. Answered questions regarding medical surveys
. Entered gathered data into computer system
Education
Saint Peter's College, Jersey City, NJ
Bachelor of Science, May 2002
Major: International Business & Trade, Minor: Economics
Awards: Edward J. Bloustein Distinguished Scholar and Dean's List. Urban
Scholar 100% Academic Scholarship
Other Skills
. Bloomberg, Pirum, World Lend, Global+, Microsoft Office: Word, Excel,
PowerPoint and Access
. Fluent in English and Croatian. Working knowledge of the Spanish Language