ROBERT MICHALESKI

adguyo@r.postjobfree.com

http://www.linkedin.com/in/robertmichaleski

516-***-****

Sales Support Specialist

Data Analyst & CRM System Professional with experience conceptualizing, developing, and implementing innovative financial solutions that maximize efficiency, reduce costs, and grow revenue. Skilled financial strategist with demonstrated expertise in mutual fund operations and trade reconciliation activities. Leverage sharp financial and analytical acumen to rapidly identify and address key areas of improvement. Technical abilities include MARS Sales Focus Solutions, Salesforce, and Microsoft Office.

CORE PROFICIENCIES

Financial Reporting

Trade Reconciliation

Compliance & Regulations

Territory Management

Process Improvement

Data Integrity

Broker Relations

Asset Management

PROFESSIONAL EXPERIENCE

S&P GLOBAL PLATTS New York, NY October 2019 – Present

Business Portfolio Manager

Contract role supporting the team through the entire sales cycle for price and analytics services.

Manage renewal pricing and new proposal quotes.

Generate service agreements and legal documentation.

Resolve outstanding invoices to ensure revenue stream.

FORESTERS FINANCIAL SERVICES New York, NY November 2016 – September 2019

Sales Support Specialist

Primary contact regarding the MARS CRM system and training. Manage all data integrity efforts with the CRM provider to ensure data is up-to-date and accurate. Conduct testing of new upgrades and coordinate the resolution of anomalies.

Built the CRM reports, dashboards, territories, and mapping for the Canadian transaction files.

Developed a compliance rule to monitor accounts for market timing, which safeguards the funds and underlying shareholders.

Coordinated the installation of an email plug-in, which eliminated the need to manually log notes.

Created dynamic drive zone lists which allowed wholesalers to efficiently schedule meetings in their territory.

FIRST EAGLE INVESTMENT MANAGEMENT New York, NY August 2013 – September 2016

Sales Support Specialist

Managed reports to senior management, wholesalers, and national accounts team which included fund cash flows, activity, broker/dealer, branch, and rep sales reporting. Supervised the print vendor in the development of sales literature and shareholder mailings. Assisted with the CRM conversion to Salesforce.

Collaborated with the wholesalers on programming needs to maximize the use of the CRM system.

Implemented a system enhancement that tracks sales after a meeting, which helped external wholesalers identify time well spent.

Identified transactions that did not qualify for wholesaler commission, which improved the accuracy of compensation.

Robert Michaleski adguyo@r.postjobfree.com 516-***-**** Page 2

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA New York, NY May 2011 – April 2013

Senior Sales Data Analyst

Reconciled the daily mutual fund, life insurance, disability, 401K, and annuity trades, communicating findings to senior management to drive accurate and effective sales operations. Established new and monitored existing data feeds on the MARS CRM system. Lead user acceptance testing for system enhancements to identify and address defects.

Analyzed and completed all sales data requests via departmental inbox, improving the accuracy of commission payments.

Forged new and maintained existing relationships with key broker dealers and transfer agents, resulting in optimal sales and asset information.

CREDIT SUISSE ASSET MANAGEMENT, LLC New York, NY February 2007 – May 2011

Assistant Vice President-Mutual Fund Operations

Directed day-to-day financial activities, leading team charged with providing support to all 40 act funds (both open and closed-end). Integrated new and assured adherence to existing fund policies and procedures, interfacing with fund transfer agents and custodian. Provided financial counsel to Boston Financial Data Services, governing the processing of subscription/redemption adjustments from intermediaries and direct investors. Served as primary point of contact for new business with the Institutional Money Market Fund Prime Portfolio and for legal and compliance teams in response to shareholder complaints, subpoenas, and levies.

Revamped payment procedures for 12b-1 invoices resulting in timely and accurate completion.

Fulfilled fund mergers, closures, and mutual fund sales by obtaining the required number of proxies by managing the regulatory shareholder mailings.

DREYFUS SERVICE CORPORATION Uniondale, NY January 2001 – February 2007

Senior Client Specialist

Oversaw multiple offshore money market funds’ DDAs, governing custody accounts through reconciliation of due money, trades, wires, estimates, and overdrafts. Compiled in-depth trade reports and communicated with portfolio managers to convey notification of large dollar trades and net figures. Preserved communication channels with Bear Stearns’ wire settlement, FundSERV rejects, and insufficient fund issues. Administered support to transmission clients and others invested in the company’s offshore funds. Promoted seamless operations, processing mutual fund trades, responding to service inquiries, and resolving client requests as they related to the company sub-accounting system.

Reclaimed thousands of dollars in commission paid out in error after being handpicked by the Vice President to spearhead a variety of special project engagements.

Promoted unanimously to senior level by management by consistently being a top performer and one of the most accurate trade processors throughout the department.

Promoted to large dollar trade notification desk, tabulating flows and notifying portfolio managers of real time trades that were over parameters, enabling portfolio managers to monitor funds more efficiently.

EDUCATION

Bachelor of Science Degree in Business Management

Hofstra University Hempstead, NY

LICENSES

Series 6 and 63

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