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Director, Senior Manager, Executive, Vice President, Regional

Tampa, Florida, United States
August 21, 2018

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Thomas A. Nejman

***** ******** *****

Wesley Chapel, FL 33544

Mobile 813-***-****

Results oriented, control minded senior operational executive with extensive global operations experience. Accomplished, strategic thinker with the ability to execute solutions within a highly regulated environment. Demonstrated ability to analyze, conceptualize and implement solutions that have reduced risk, improved client experience and reduced cost to the organization. I actively seek out complex challenges in an effort to use my experience, proven judgment and knowledge of the industry to grow and improve the business and its bottom line. My direct reports are empowered to get the job done and are accountable for the results.

Work Experience:

Citibank, NA, Tampa, FL June 2015 to February 2018

Director Client Onboarding Head for North America (NAM)

Managed a team of over 30 professionals covering multiple functions within the Institutional Clients Group (ICG) Securities Services Operations

Oversaw project management team onboarding of Global, US and Canada direct custody products for institutional investor clients, banks, intermediaries and broker dealers

Oversaw the service, training and delivery of Citidirect products for all custody business

Managed global regulatory initiatives for Securities Services Operations relative to the custody business

Key Accomplishments

Lead location strategy to consolidate functions into a single service center in Tampa, FL, while maintaining client satisfaction levels for custody implementations

Implemented business expectations regarding people strategy; hiring, developing and retaining top talent

Identification of opportunities to break down manual process through reduction in workflow and automation anywhere possible through existing tools or other development needed

Lead programs to generate efficiencies, reduce expenses, enhance client experience

Director Client Service Head for NAM June 2010 to June 2015

Managed a team of up to 130 client service professionals

Oversaw the daily service delivery of Citi’s local and global custody products

Key Accomplishments

Lead client satisfaction levels to consistently high from clients in all tier levels

Refined and fully integrated a query tracking tool, allowing us to measure not only Citi’s response and effectiveness, also provided tools for clients in order to manage their organizations activities more effectively with this information, track trends around volumes, transactions and quality

Managed to key business strategy related to offshore functions, bringing service support functions internal to Citi through the Captive initiative in Gurgaon, IN 2013

Transformed non-client facing support tasks and functions into a Captive initiative in India, being the first to migrate service related functions in support of our US custody for Citi branches, extending our services to start at 4a.m. EST

In early 2014, began the transformation of the client service organization, which including a reduction in process, strategy to exit specific clients, large reduction in expenses and, develop and implement a new service model with expanded roles, consolidation of operational functions, aligning a global service model

PNC Global Investment Services, Philadelphia, PA January 1999 to May 2010

(Formerly PFPC trust Company)

Director, Global Custody Administration and Operations

Managed staff of up to 60 employees ranging from providing global custody administration to operations support services; account opening, implementations, conversions/de-conversions, trade initiation, foreign exchange, securities settlements, cash settlements, reconciliation and controls

PNCGIS was a global provider of Funds Services, of which my focus was on custody clearing and settlement

Primary owner of global sub-custody relationships; Citi, JP Morgan, BBH and BNY Mellon

Key Accomplishments

Promoted to Director after performance year end 2003

Key stakeholder and owner in the development and implementation of a SWIFT trade hub, eliminating large volumes of manual processes, risk and increased controls

Established a core custody service and operational team in Dublin, Ireland, supporting our European funds business locally, and long with a growth in middle office operations

Key stakeholder responsible for the global transaction workflows during the design and development phases of SunGard’s Global Plus custody and accounting platform, through to implementation

Established a daily 20 hours operational service coverage model to support our global clients

Developed and implemented OFAC requirements against the global operations platforms

Active participant in client due diligence meetings, sales presentations

Developed and performed due diligence requirements in order to manage third part relationships

Played key role in onboarding exceptional business growth, new and incremental, from 2000 through 2009, representing global custody operations and service

CoreStates Bank, NA, Philadelphia, PA October 1986 to November 1994

Employee Benefits Trust Administrator October 1994 to November 1998

Served as administrator for various EB plans which primarily included US Pensions, 401k and 403b, all covering various client segments

Served as a project lead on recognition of a significant program related to the IRS and DOL due to deficits and shortfalls in the recordkeeping services and performance, included lengthy engagement with consultants from KPMG

Covered New Jersey Philadelphia regions for small business 401k or 403b plans on CoreStates acquisition of New Jersey National Bank

On joining CoreStates Bank (formerly First Pennsylvania Bank) in October 1986, my primary role was that of a dividend clerk, providing pre-settlement, settlement service to largely personal and institutional trust business

Key Accomplishments

Named Manager in November 1988, managing dividend, income processing

Expanded role to include the process of clearing principal and interest payments for mortgage backed securities, along with monthly, or other frequency of payments related to tracking balances; in addition to taking on a data entry function to support the volume of manual check processing and clearance


Employee Benefits Trust Certification Program, Northwestern University

Pennsylvania School of Trust, Bucknell University

References; Made available immediately on request

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