Paul Cantillana
**-** **** ******, ******* HEIGHTS, NY 11372 . abmqhw@r.postjobfree.com . 347-992-
1969
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EXPERIENCE
MORGAN STANLEY SMITH BARNEY, Global Wealth Management, Purchase, NY
December 2008- Present
Associate Product Manager Banking Services, Associate Vice President
. Subject matter expert for (FMA, Citigold) the Sales Team, Service Centers
and Operations. Handle issues related to technology, operations,
escalated client issues and compensation.
. Develop project plans to test new product enhancements by coordinating
various businesses across MSSB to meet deliverables.
. Lead MSSB Basic securities account annual fee process, generating $40MM
in revenue for the firm.
. Produce and analyze Cash Management monthly metrics for senior
management.
. Manage Financial Advisor and Client Service Associate compensation for
Citigold product by creating training documents, reconciling monthly
compensation payments and resolving field issues.
. Work with Project Management Office to coordinate the integration of
legacy Morgan Stanley and legacy Smith Barney under one platform for
Banking Services.
CITI SMITH BARNEY, Global Wealth Management, Warren, NJ
October 2006- December 2008
FMA & Banking Services Sales Desk Manager
. Managed, mentored and trained a team of 5 liaisons within the FMA &
Banking Services Sales Desk providing sales support to Smith Barney
Financial Advisors; products include FMA, Reserved, Bank Deposit Program,
ThankYou Network and Credit Cards.
. Analyzed sales desk call statistics using a call management system to
track liaison efficiency and overall support levels.
. Resolved FMA escalations regarding sales, operations and system issues
internally and externally.
. Collaborated with departments such as corporate insurance, risk
management and legal counsel within Smith Barney and Citigroup to review
firm financial figures required by Lloyd's of London Insurance Company
for the purchase of excess SIPC Insurance during our required annual
renewal process.
. Conducted presentations to Smith Barney Financial Advisors and Support
Staff to train on the sales and marketing of FMA and banking related
products.
AssetOne/ FMA Marketing & Banking Services Sales Associate, NY, NY
March 2006 - October 2006
Observed monthly client activity reports in order to track sales
trends, client activity, and ensure the firm and our clients are
observing regulatory laws.
Provided sales and marketing support to the Smith Barney branch system
for various products associated with money management accounts through
maintaining the highest level of support and confidence with our
clients via conference calls, individual phone support, and web casts.
Educated the field on a proprietary non-discretionary commission
replacement account with the capability to purchase equities, mutual
funds, and fixed income securities to maximize individual accounts
held in Smith Barney.
CITIGROUP, CITIBANK NORTH AMERICA Hicksville, NY
July 2004 - March 2006
Personal Banker/ Business Banking Officer
. Instituted comprehensive financial plans, identified problem areas, and
made recommendations for improvement based on the client's goals,
attitude toward risk and expectations combined with an expected need of
return on particular investments.
. Provided analysis and guidance to individuals on a wide range of retail
banking products, including but not limited to alternative investments,
insurance, mortgages, and retirement plans.
. Conducted presentations to prospective business clients offering
financial education seminars pertaining insurance, mortgages, and
retirement plans.
EDUCATION
STONY BROOK UNIVERSITY, Stony Brook, NY
August 1994- May 1998 Multidisciplinary
Studies- Psychology, History, Anthropology
ADDITIONAL
. Series 6, 63, L/H Licenses
. Fluent in Spanish, conversational in Italian
. Windows 95/98/00/Xp, Microsoft Office, PowerPoint, Outlook, Excel,
Photoshop