Sales Management
Resume:
Russell R. Boodoo
Brooklyn, NY 11218
E-mail: **********@*****.***
EDUCATION:
Whitman School of Management at Syracuse University
Master of Business Administration May 2012
Member: Beta Gamma Sigma - The International Honor Society
Brooklyn College, City University of New York
Bachelor of Science,
Business, Management and Finance Jan 2002
EXPERIENCE:
US Trust Bank of America Private Wealth Management, New York, NY
April 2007-Present
Vice President - Custody Specialist
. Responsible for custody relationship fulfillment & day-to-day account
administration
. Work in concert with the relationship overall plan and team
. Leads the Custody Specialist team in all areas of problem resolution,
client retention, and client satisfaction
. Works closely with risk management and compliance for adherence to all
legal, regulatory, compliance, bank guidelines, procedures and
delegated authorities
. Partners with client service managers to provide a consistent client
experience.
. Is directly accountable for handling the larger more complex custody
relationships, requiring a high degree of technical expertise and
knowledge
. Manage and responsible for specific client relationships - addressing
any issues around fees, new business opportunities, and relationship
reviews
. Review on a daily basis, the cash balance report, pending trade report,
and failed trade report. Investigate overdrafts for referral to the
client, investment advisor, or private banker.
. Maintain a working relationship with the account opening team,
Operations and Securities Clearance areas.
. Maintain strong working relationships with RM teams and assist in
identifying cross-sell opportunities.
. Responsible for initiating and monitoring all types of securities
transactions and re-registration of securities. Responsible for the
input and approval of instructions for the movement of cash as directed
by the client.
. Act as the primary contact for relationships assigned to this person.
. Provide administrative support to clients assigned to more senior
levels on the team.
. Help to manage effective cash management services for clients and
smooth, daily processing of check deposits, cash transfers, check
disbursements and securities trading or client accounts.
. Provide trading services by facilitating all instructions, purchases,
sales, monitoring, and processing of security trading initiate by the
client with brokers, and coordinating settlement, as well as settling
any discrepancies on behalf of the client.
. Complete necessary documentation to setup all new account records work
closely with account opening team
. Responsible for leading, coaching, developing and mentoring the Custody
Specialist team
Citigroup Private Bank, New York, NY
November 2006 -
April 2007
Manager - Client Relationship Officer Law Firm Group,
. Assist with daily management of banking relationships with high net
worth individuals
. Harvest sales opportunities through conversations with clients and
alert Private Bankers
. Provide sales, marketing, and technical support for multiple Private
Bankers and Client relationship officers
. Works closely with risk management and compliance for adherence to all
legal, regulatory, compliance, bank guidelines, procedures and
delegated authorities
. Conduct client meetings with existing/new/potential clients
. Prepare and ensure all appropriate documentation is provided for a
variety of accounts within the Private Bank including personal &
business accounts, trusts, & estates
. Served as liaison for account opening operations
. Field client inquiries in reference to their accounts
U.S. Trust Company of New York, NY
Assistant Vice President - Senior Operations Specialist Tax
Compliance December 2002-November
2006
. Serve as team leader of the Tax Compliance Asset Records Group
. Log, track and assign all incoming cost adjustments to ARG team
members
. Update client tax cost records, including reconciliation of research
issues with client service personnel
. Update & release daily corporate action processing, review output and
correct asset records where necessary
. Process weekly Common Trust Fund tax information, process monthly
gain/loss release, annual processing
. Assist in annual posting of return of capital cost reductions to client
accounts
. Assist with reconciliation and deposit of IRA, NRA and Backup
withholding
. Request & distribute daily tax reports i.e.; wash sales, G/L
statements, income review statement, and 1099
. Serve as liaison between outsourcing service provider (Price Waterhouse
Coopers)
. Assist in testing of implementation of scientific amortization
. Assist manager with other tax compliance functions during filing
periods
J.P. Morgan Chase Bank, Brooklyn, NY
Confirmations Analyst Global Derivatives Department, Temp
February-December 2002
. Sort, reference and update all incoming interest rate swap
confirmations via fax, telex, mail or swift
. Generate confirmations at customer request
. Assist managers and team members with special projects related to
merger
. Communicate with counterparties, via phone, fax, and email in search of
unacknowledged confirmations
. Classify all incoming confirmations within the heritage Morgan systems
. Train new hires on in house systems and procedures
. Developed an understanding of the Global Derivatives Market
COMPUTER SKILLS
Windows operating systems, Microsoft Office including Excel, Word, and
PowerPoint, Microsoft Internet Explorer, QM for Windows, Lotus Notes,
CCH databases
References available upon request
Contact this candidate