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Sales Customer Service

Whitestone, New York, United States
May 31, 2017

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Angelo Brattoli

Whitestone, New York ***** Telephone: 973-***-****

Email: Linkedin:

Vice President of Treasury

MBA (Finance), BA (Communications), CTP (Certified Treasury Professional), VP of Treasury, with more than 20 years of large corporate, middle-market and small business financial services sector experience that consistently converted organizational treasury services intent into tangible, deliverable results for a variety of organizations.

Most recently, as VP of Treasury Services for JPMorgan Chase in New York, won 'Chairman's Circle Award' as one of the top 5% of sales performers across the global firm consistently generating in excess of $6 million in annual sales while serving as a Subject Matter Expert (SME) on all treasury and cash management products such as: Positive pay, treasury workstation, remote deposit, lockbox, wire transfer, merchant services, Automated Clearinghouse (ACH) and commercial credit cards.

Areas of Expertise & Competency

Business Process Reengineering

Multiple Project/Program Management

Investment Management

Treasury Staff Management

Multi-Million Dollar Asset Redeployment

Executive Level Financial Operations Management

Manage Corp Treasury and Cash Operations

Formal Presentation Skills

Managing Projects to Upgrade Financial Systems

Cash Flow Preparation and Reporting

Favorably Negotiating Short/Long-Term Credit

Creating a Shared Treasury Services Operational Vision

Negotiating Private Placement

Managing Corporate Banking Relationships

Developing / Implementing Investment Policies/Procedures

Ability to Coach, Motivate & Mentor Others

Professional Experience & Accomplishments

JPMorgan Chase New York, NY 2006 to Present

(A leading global financial services firm with assets of $1.3 trillion, operating in 50 countries)

Vice President, Treasury Services – Scope of duties consists of performing weekly product training seminars for corporate bankers, customer service representatives, and sales support personnel. Additionally, managed client portfolios and staff in both the middle market and small business banking sectors.

Winner of the 'Chairman’s Circle Award' in 2010 as one of the top 5% of performers across the global firm, with more than $8 million in annual sales.

Entrusted by senior management with complete responsibility for the entire JPMorgan Chase Brooklyn Market Segment (20 bankers) and increased sales production from $1.2 million to $5.4 million over a period of 2.5 years.

Played a key management role in identifying, negotiating and closing a comprehensive TS deal with a multinational beer company which proved instrumental with generating $500 million in new TS revenue.

Fidelity Investments New York, New York 2004 to 2006

(One of the world's largest mutual fund providers with more than $1 trillion in invested assets)

Director of Treasury Products – Primary duties focused on directing a project team that focused on upgrading of the funds mobilization system to improve system functionality, security of the database and ease the use through the redesign of the user interface.

Significantly improved a wide-array of treasury products pricing structure and profit margins for Fidelity Investments by utilizing in-depth unit cost analysis which realized a 20% improvement in cost control and equivalent increases in the accuracy of inter/departmental charge backs.

Directed project team to upgrade of the funds mobilization system to improve system functionality, improve security of the database and ease of use through the redesign of the user interface.

Angelo Brattoli

Page 2 Telephone: 973-***-**** Email:

Maplecrest Auto Group Milburn, New Jersey 2001 to 2004

(A premier U.S. auto dealership)

Director, Fleet Finance, Service and Sales – Responsible for establishing and operating fleet and livery division for a premier U.S. auto dealership, consistently ranked in Ford's top ten in customer service and perennial Chairman's Cup Winner.

Increased Service Department revenue by 15% by creating and implementing a discounted labor and parts pricing program.

Established and operated Fleet and Livery Division.

Prior 2001 Professional Experience

Sharp Electronics Corporation Mahwah, New Jersey Director of Treasury 2000 to 2001

Block Drug Company, Inc. Jersey City, New Jersey Assistant Treasurer 1997 to 2000

American International Group New York, New York Corporate Banking Officer/Treasury Officer 1987 to 1997

Academic Credentials & Professional Development

MBA, Finance

Pace University, New York, New York

BA, Communication Arts

Fordham University, Bronx, New York

Certified Treasury Professional (CTP)

Awarded by Association for Financial Professionals

What Others Say

“Angelo is a seasoned professional who provides an in depth technical insight into all treasury options for Business.”

...Drew Pascucci, VP at JPMorgan Chase

“Angelo actively mentors younger talent and goes out of his way to spend time and pass on his knowledge.”

...Bruce King, Northeast Regional Executive at JPMorgan Chase

“Angelo consistently volunteers his time to either direct or provide expertise and guidance on special projects both within and outside the scope of his direct responsibilities.”

...Elizabeth Perry, Executive Director at JPMorgan Chase

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