Dominic Wysolmerski

Email: ad43tm@r.postjobfree.com Cell Phone: 802-***-****

WORK EXPERIENCE

Pathstone, Englewood, NJ April 2018 – February 2024 Capital Markets Manager.

• Led the training and development program to over 25 associates and supervised a regional team of 8 associates, ensuring adherence to daily responsibilities in cashiering, trading, client services, and reconciliation.

• Directed investment and financial advice for high net worth families, including recommending asset allocations, proposing vetted investments, and maintaining client relationships to over 400 clients

• Spearheaded the creation of a personalized Salesforce CRM dashboards to each stakeholder to enhance workflow visibility across departments and streamline communication resulting in a time save of over 5 manual reconciliation hours a week.

• Managed and processed 15,000+ transactions per year at 30 custodians, ensuring a 99% accuracy rate in all client requests. Optimized order processes and reduce manual entry by 80%.

• Coordinated budget and schedule for team events and regional company conferences engaging over 100 attendees.

• Regularly monitored investment allocations, facilitated fund transfers, responded to inquiries, and generated quarterly reports to communicate holdings and performance.

• Addressed client’s needs and concerns such as optimal financing, charitable gifting, budgeting, property purchasing, and asset management by consolidating similar requests across 15 company issued services. Bloomberg LP, Princeton, NJ August 2017 – April 2018 Index Data Analyst

• Created and monitored over 100 index products on the Bloomberg Terminal for internal teams such as Bloomberg Intelligence research and television segments, and news articles.

• Managed a daily workflow of over 50+ tickets through the client help desk system by identifying and validating data and maintaining relationships with specialized teams.

• Oversaw the quality assurance program of the Bloomberg Barclays Indices acquisition through excel macros by generating daily reports of discrepancies and ran macros to fix system data. Beck Bode Wealth Management, Dedham, MA June 2016 – September 2016 Summer Analyst

• Screened quarterly earnings estimates of 20+ target companies to determine long term investment viability and acceptance into company portfolios.

• Sourced, maintained, and revised the main investor pitchbook for institutional clients

• Created and modified client decks for each investor meeting specialized for the client’s portfolio

• Managed the firm’s primary social media accounts through the Hootsuite platform to communicate relevant company filing and news to current and perspective customers SPECIALIZED SKILLS & INTERESTS

Technical: Salesforce, Microsoft Excel, Custodial Trading Platforms, Bloomberg Terminal, Capital IQ, Morningstar, Language: Conversational Spanish, Beginner Arabic (reading, writing) Interests: Skiing, Tennis, Pickleball, Golf, Bowling, Dog Training, Cooking, Guitar EDUCATION

Babson College, School of Business, Babson Park, MA Graduated: May 2017 Bachelor of Science Concentration in Finance