Business Manager

Krisztina Banfalvi

** ********* ***** **** ***. 32J ***********@*****.***

Danbury, CT 06811 914-***-****

Profile Business professional with ten years of work experience in financial services. Core skills include:

Business Management, Operations, Client Service, Account Management, Sales, Marketing, MS Office, Relationship Building and Management, Trade Processing, Cash Management, Vendor Management

Experience MORGAN STANLEY – Purchase, NY Feb 2017-Sept 2018

Assistant Vice President/Associate Business Manager

Wealth Management > Private Banking Group (PBG) > National Sales Team

Provided operational and administrative support to the team’s 300+ professionals (Senior Management, Product Development/Strategy, Communications, Regional Managers, Private Bankers, Loan Portfolio Managers, Ultra High Net Worth Sales Specialists) who handle cash management and lending solutions.

Supported PBG National Sales COO with key business partners (Operational Risk, Marketing, Finance, Legal, IT, Compliance, Audit, HR) regarding various inquiries, issues, and troubleshooting.

Coordinated all onboarding and offboarding efforts of National Sales Team employees (deployment changes, entitlements, licensing and registrations, biographies).

Assisted in agenda, budget, and material preparation for conferences.

Prepared project plans, correspondence, reports, sales materials, presentations, on-going and ad hoc analytics; ensured follow-up on all outstanding items.

Maintained organizational charts, distribution lists, expense policies, and operational handbooks.

INTERACTIVE BROKERS LLC – Greenwich, CT Jan 2015-Oct 2016

Sales Engineer

Marketing Team > Sales Group

Assisted the Sales Group with marketing, advertising and business expansion opportunities worldwide.

Promoted the firm’s global product offering and service model by developing relationships with sophisticated clients and prospects (individuals, traders, financial advisors, family offices, administrators, money managers, exchanges, hedge and mutual funds, broker-dealers).

Demonstrated the firm’s trading platform, account management and reporting systems.

Investigated, resolved, and routed customer concerns and systematic glitches to other departments (Clearing, Onboarding, Account Opening and Maintenance, Operations, Compliance, Development, Technical Support) while complying with all industry and company policies, practices, and procedures.

Coordinated with third-party vendors and internal programmers on electronic data feeds.

Interacted with numerous Compliance Officers of different financial institutions through an employee monitoring system regarding their Interactive Brokers’ accounts.

UBS FINANCIAL SERVICES INC. – Stamford, CT Sept 2008-Sept 2014

Branch Service Associate

Wealth Management > Private Wealth Management > Operations Team

Provided administrative and operational assistance to financial advisors and management; greeted visitors and clients to the Ultra High Net Worth branch.

Performed all cash management functions (check deposits, check requests, wire transfers, bill payments, internal transfers, foreign currency wires, checks and exchange).

Entered trade requests, handled trade related errors, and reviewed daily branch reports and alerts.

Processed securities, analyzed and secured documents; handled all correspondence within the branch.

Collected appropriate documentation for account service requests (opening new accounts, change of account ownership, address changes, account transfers, statements and confirmations).

Maintained contact management systems with up to date client, prospect, and vendor information.

Helped prepare for the annual audit of the branch.

Oversaw all supplies for the office and managed the on and off-site records.

As the back-up Branch Technology Liaison, updated branch users access and entitlements to appropriate systems, resolved technology issues, and assisted with rollouts, upgrades and system enhancements.

Trained five co-workers and numerous interns throughout the years.

*Obtained a U.S. work permit May 2006-Aug 2008

PRICEWATERHOUSECOOPERS LLP (PwC) – Stamford, CT Jan 2006-May 2006

Tax Intern

International Assignment Solutions > Pepsi Team

Supported management in preparing tax returns for Pepsi employees employed worldwide.

Collected W-2s, bank statements, and financial reports to identify clients’ tax accruals.

Learned the basic concepts of tax planning to reduce costs related to foreign relocation and living expenses.

Assisted other PwC teams namely: Reader’s Digest, Pitney Bowes and AXA in preparing tax returns.

DORIAN DRAKE INTERNATIONAL INC. – White Plains, NY Mar 2005-Dec 2005

Export Sales Intern

Sales Department > “Hardware Lawn and Garden Group”

Assisted the sales team with order processing, determining shipping methods, estimating freight costs, documenting data, and recording payment transactions.

Provided support for marketing and sales team members with projects, such as creating budgets, preparing price sheets, and drafting promotional materials.

Education IONA COLLEGE – Hagan School of Business – New Rochelle, NY May 2005

B.B.A in International Business GPA: 3.7 - CUM LAUDE

Honors/Awards President’s List and Dean’s List at Iona College, Iona College Merit Scholarship

Technical Skills Proficiency in SharePoint, Microsoft Word, Excel, PowerPoint, Outlook

Languages Fluent in English and Hungarian

Membership National Dean’s List; Finance Club, Marketing Club, and International Business Club – Iona College

Alpha Beta Gamma – International Business Honor Society, Phi Theta Kappa – International Honor Society

Volunteering Inspirica (formerly St. Luke’s LifeWorks) – Holiday Gift Collection, Meal Provision – Stamford, CT

Dress to Impress – Donation Drive for young girls – Stamford, CT

Girl Scouts of Connecticut – Greenwich and Stamford, CT

Interest/Activity International Business and Relations, Global Economy, Marketing

Music, Hiking, Trail Running

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