Customer Service Microsoft Office

Charles A. Barretto

214-***-**** * *******.*.********@*****.***

Summary of Qualifications

Highly accomplished finance professional with 18 years of progressive leadership growth within a world-class global business environment, processing over $1B monthly for mergers and acquisitions. Results focused leader with a record of leading, motivating, and inspiring diverse teams of professionals to operate as a cohesive unit to achieve the timely completion of major projects with demanding deadlines. Highly skilled at communicating parameters of complex global business transactions to both front-line leaders and senior executives, utilizing advanced knowledge of international processes. An award winning controller, recognized for providing impeccable client services and building strong client relationships that result in loyalty and return business.

Skills For Creating Business Value

Strategic Leadership * Process Reengineering * Mergers/Acquisition Expertise

Strong Financial Acumen * Strong lnternal Controls * Compliance * Superb Client Services

Professional Experience

J.P. Morgan Chase Bank Tempe, AZ/Dallas, TX 1998 - May 2016

A leading global financial services firm and one of the largest banking institutions in the United States, with operations worldwide.

Controller

Initially employed as an operations specialist in the Unit Investment Trust Division. Researched and resolved unacceptable RPO rates and managed the RPO process. Based on performance promoted to lead over a 15-person department, providing coaching and training to improve operations. Distinguished with multiple promotions and awards over the eighteen years, consistently earned the top performance bonus every year.

Selected Accomplishments:

Selected as Nuveen Specialist for the 120+ different investment funds and re-engineering the misplaced fund location process

Promoted to Retail Correspondence Specialist in 1999, and took the initiative to re-engineer the certificate-loss process, reducing turnaround time by 33%

Won the 2003 All-Star Award out of 300+ employees in the division and recognized at a company dinner in New York, including a bonus for a shopping spree

Honored with 45 Service Star Awards for consistently going “above and beyond the call of duty”

As the division was sold to Bank of New York, requested to transfer to Rochester but declined offer and accepted a contract position, transferring to Dallas

Based on performance excellence, offered full-time employment as Institutional Processor

After 18 months, promoted to Domestic Controller, with a staff of 3, responsible for managing corporate actions for major mergers and acquisitions, processing over $1B monthly and developing financial packages, communicating instructions to clients, ensuring seamless global transactions

Within a few years, promoted to Controller, Global Announcement for the Western Hemisphere to set up processes for Fortune 100 clients, including Vanguard, Fidelity, GE, and Verizon across North American, Canada, South America and the Western Islands

Upon accepting the job, the department was losing several million dollars annually and subsequently developed and implemented new processes, which reduced the loss from $5M to $5K in year one

Built a reputation for making a substantial bottom line difference within short timeframes based on process improvements and by promoting new ideas and new approaches

Consulted with the executive team, offering insights and advice on major mergers and acquisitions

With this division relocating to New York, was offered a position in NY as well as a retention bonus, but declined

Charles A. Barretto Resume

Education

Attended the University of Toronto, Toronto, Canada. San Francisco State, San Francisco, CA, Psychology Major. Completed Sales/Motivational & Management Techniques at Carnegie Tech, New York, NY. Nordstrom University, Walnut Creek, CA. Completed multiple courses in Selling, Costs, P&L and Customer Service. Attended Diablo Valley College for Hotel and Restaurant Management, Pleasant Hill, CA. Proficient in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint. Also proficient in CTS (a proprietary investment operation database).

Contact this candidate