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Frank
frankrc@optonline.net
845-269-1499
552 Ridge Road
Westtown, NY 10998
Vice President, PMO – Project Lead / CCAR Production
20 years experience W2
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Summary

Experienced Capital Markets professional with experience in fund accounting, operations, trade processing and clearing, trading, business analysis, project management, systems design and development, systems upgrades and conversions, process analysis and optimization and training.

Specialties

Fund accounting, audit, financial reporting, investor relations, client relations, trade capture and processing, prime brokerage, custody operations and clearing, project management, business and process analysis, process optimization, system conversions, upgrades, design and implementation as well as extensive product knowledge.

Skills

Microsoft Word, Excel, PowerPoint, Project, Visio, Axiom, Clarity, Advent Geneva, Advent Partner, SS&C Total Return, Bloomberg, Wall Street Office, SunGard VPM, SunGard Investran, Summit FT, and SunGard InvestOne.

Experience
Edit Skills
Non-cloudteam Skill
Education
Master's in Finance (MBA)
Pace University - Lubin School of Business
Bachelor's in Business
New York University
Skills
Regulatory Reporting
2019
14
Project Management
2019
13
Auditing
2019
8
CCAR
2019
7
Compliance
2019
7
Banking
2019
6
AML
2019
4
Business Analysis
2019
4
Reconciliation
2015
4
Risk Assessment
2019
4
Risk Management
2019
4
Axiom
2014
2
ICAAP
2014
2
UAT
2014
2
Analysis
0
1
Asset Management
0
1
Capital Markets
2012
1
Collateral Analysis
2011
1
Derivatives
0
1
FICC
0
1
Financial Crimes
0
1
Microsoft Excel
0
1
Trading
0
1