Office Front

Raffaele Rosato

**** ******* ****** ********, ** 11224 718-***-****

acubh4@r.postjobfree.com

OBJECTIVE

To contribute to the success of a financial institution by utilizing my knowledge of the business environment and build a successful career.

PROFESSIONAL EXPERIENCE __

Brown Brothers Harriman New York, New York

Funds Transfer Consultant February 2015- June 2015

Reviewed and processed clientele documentation for Currency and USD funds transfer

Coordinated with team members for timely response and processing of daily work flow

Trained to further review and process special case documentation by custodians.

Performed protacal for swift message cancelations and amendments

Citigroup New York, New York

Private Bank Operations, Account Opening Specialist June 2013- October 2014

Performed QA of documentation submitted for business and consumer account opening

Updated database interface to more accurately capture client tax residency syncing Account Opening requirements with managements requirements which yielded 25% decrease in margin of error for the monthly reports

Designated representative for review and approval of documentation to alter client: name, address and contact information

Updated NAM QA Account Opening manual

Created standardized Global Initiative QA Account Opening manual

Coordinated with NAM banking team to stream line Global Initiative (EMEA, Asia, Australia, LATAM) client requests

Coordinated with tax team to review tax form documentations in conjunction with FATCA standards and requirements

Coordinated with NAM banking team to mitigate AML occurrences reducing firm legal and reputational losses

Performed daily maintenance on client accounts

2nd designated representative for Database issues

Performed KYC reviews for both HNW and Law Firm Group Clients through the Citigroup platform.

Citigroup New York, New York

Fixed Income Operations Internship Opportunity January 2013- February 2013

Learned the streamline flow of trade requests through the front office to the back office under the guidance of middle office operation specialist

Under supervision, collaborated with the front office in the reviewing and matching of small settled trades prior to being processed to the back office

EDUCATION

St. John’s University Queens, New York

Peter J. Tobin College of Business May 2013

Bachelor of Science in Finance

SKILLS

Proficient in Microsoft Office- (Suite)

Knowledge of Bloomberg Terminals

Fluent in Italian

ACCOMPLISHMENTS

CFA Candidate Level 1

Founder of Kappa Sigma Fraternity

Created and managed a $2,000 budget for social events

Collaborated with School Board for Breast Cancer Walk our fraternity raised $200 and the event still is active today

Contributed a 15% increase of the fraternity size

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