Project Manager Sales

Inna Lodato

Vice President, Sr. Financial Analyst/ Project Manager - Bank of America

Sharon, MA

**********@*****.*** - 617-***-****

SENIOR FINANCE MBA PROFESSIONAL WITH EXTENSIVE PROJECT MANAGEMENT EXPERIENCE. Strategic project management skills have resulted in successful deployment of finance projects, leading to increased efficiency, accuracy, and organizational cost savings. Strong relationship management and communication skills have allowed for effective organizational partnerships. Major projects include divestiture, financial report creation/automation, and system enhancements. Authorized to work in the US for any employer

WORK EXPERIENCE

Vice President, Finance Project Manager

Bank of America - Boston, MA - July 2011 to Present Led major project that facilitated billing for the successful sale of 56B in assets to third party.

• Formulated goals and tasks with directors, managers, and interdisciplinary teams.

• Coordinated projects that required integration of North American and European Finance teams.

• Tracked project workflows to ensure target timelines and project milestones were met.

• Facilitated establishment of relationships between lines of business across the company to allow for information flow.

• Managed the testing of automated algorithms to ensure data fidelity.

• Led projects to automate financial reporting which enhanced usability, accuracy, and efficiency. Assistant Vice President, Team Leader/ Sr. Financial Analyst Bank Of America - November 2007 to July 2011

Administered compensation plans and sales goal targets for Philanthropic Sales Directors, Financial Advisors, and Client Managers.

• Oversaw accuracy for compensation calculations of team members, leading to a reduction in payment errors.

• Provided training to new team members.

• Managed the referral process and incentive allocation for business referred to U.S. Trust.

• Created regional/market level performance reports for compensation allocation by Directors to Financial Advisors.

• Partnered with Audit, Legal, and Compliance to provide Financial Advisor Sales data as needed. Assistant Vice President, Client Manager

Bank Of America - October 2006 to November 2007

Managed and grew a portfolio of over 500 high net worth clients.

• Recommended suitable financial products and services to clients.

• Broadened existing relationships and brought in new clients.

• Generated revenue from client relationships through credit, deposit and investment products.

• Nominated as Systems Champion to train and coach new and existing team members. Preferred Services Specialist

Mercer - Norwood, MA - December 2005 to October 2006 Pioneered the introduction of self-directed brokerage accounts within 401(k) plans to clients.

• Informed control persons of their restrictions in trading company stock.

• Advised high net worth clients of investment choices and strategies.

• Executed trades within employee stock purchase plans. Investment Specialist

- August 2005 to December 2005

Educated clients on offered mutual funds, tax implications and regulations regarding 401(k) plans.

• Completed exchanges and future allocation changes of mutual funds and stock within 401(k) plans.

• Met Putnam's sales goals by rolling over separated clients' 401(k) plans into IRAs.

• Promoted to Preferred Services Specialist.

EDUCATION

MBA in Economics and Financial Markets

Bentley University - Waltham, MA

2009

Bachelor of Business Administration in Management

Hofstra University - Hempstead, NY

2005

ADDITIONAL INFORMATION

TECHNICAL SKILLS/ LICENSES

• Microsoft Project, Visio, Excel, PowerPoint, Access, Word

• Series 7 & 63 Licenses from the Financial Industry Regulatory Authority (FINRA)

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