Flavio Palazzi

Serve as a Global Custody Account Manager interacting with internal service partners across global operations and the client (including – Institutions, Brokers, Wealth Management. Provide a best in class experience for our clients through effective stakeholder management, decisive prioritization, and efficient execution across institutional teams. Involvment in project initiatives within the Global Account Management and Operations space. Assisting Relationship Managers with any urgent settlement issues.

Responsible for handling and processing of routine transactions such as balancing and reconciling of positions relates to mergers, conversions, and redemptions. As a Corporate Actions Analyst I deal with stock and cash and my prime responsibility is to timely notify the fund managers on all voluntary corporate actions and act upon the fund managers instructions within the given deadlines. Analyze and design the change in processes, and Technology. Participate in projects to improve business processes.

Determinate root cause for data quality errors and make recommendations for long-term solutions. Develop optimized data collection and qualifying procedures. Develop process improvements to enhance overall data quality. Project activities: Policies, Procedures and Guidelines. Responsible for creating, updating and maintaining essential organizational process documents. Business Analysis. SharePoint Consultant. Create and maintain sites collections and applications, insert and publish multiple documents.

Maintained operational continuity by successfully administrating processes during the leader’s absence. Co-Led a projects to improve Reference Data. Created new processes for increasing customer service satisfaction. Close cooperation with the Global Quality and Standard Teams in the area of KPI and SLA tracking. Communicated potential problems to the business lines and ensured proper escalation. Maintained up-to-date knowledge of financial policies and procedures.

Supervised and coordinated the daily activities of 4 workers daily. Responsible for overseeing the day-to-day operations of the team. Provided back-office support and service on private banking operations and account management. Interacted directly with authorized fund participants on settlement activities. Developed highly empathetic client relationships and earned reputation for exceeding client goals. Supported new business initiatives and projects.

Inspired each and every team member to perform and produce their best. Established team and staff targets as a reflection of company’s objectives. Motivated the team to achieve high standards and KPI targets. Offered solutions to the top management regarding project-related queries. Contact point for the migration project planning. Projects: GPS Leadership Program at ABN AMRO NV Amsterdam (Coaching for success) Inspiring and motivating a business team)

Efficiently settled the accounts of traders through diligent negotiations and interactions. Ensured efficient settlement and operational support for trading desks and clients across a varied range of products (ADR and Bond Conversions, Equity (both paper and electronic form and mutual funds. Managed quality communication, customer support and product representation. Reviewed fund agreements and ensured compliance with regulatory and guidelines set. Contact point for the migration project planning

Prepared edited and presented settlement statements to all relevant parties. Provided proactive support and quality service in the daily settlement operations along the guideline with risk control procedures. Created new processes for increasing customer service satisfaction. Oversaw settlement processes and worked with internal and external parties to resolve issues. Prevented company losses using awareness, attention to detail and integrity. Actively engaged where required on key initiatives.

As a Settlement Specialist had monitored, analyzed, and processed transactions via numerous proprietary and vendor systems. facilitated accurate and timely settlement of domestic (Fed and DTC) and international (Euroclear and other local European/Asian/South African markets) transactions within various product areas including government securities, foreign sovereign bonds, mortgage backed securities, asset backed securities, futures and options, OTC derivatives, equities, municipal and corporate bonds.

Settlements Specialist in Operations, supported all processes within the life cycle of a securities trade. Supported multiple security types – equities, fixed income and physicals – in domestic and global markets. Worked in a team environment supporting a variety of other areas within the firm such as Front Office, Middle Office, Client Service, Custody, and Operations.