Adam Cohen
Kissimmee
Summary
Dynamic Vice President with extensive experience at The Bank of New York, excelling in effective team leadership and relationship building. Proven analytical problem solver with a strong background in business development and operational excellence, driving significant revenue growth and client satisfaction.
Overview
23
23
years of professional experience
Work History
Vice President/Team Leader Manager
The Bank of New York
09.2016 - 04.2025
- Responsible for the management of custody client account relationships totaling $9 billion.
- Managed and developed 7 member staff as well as directed the activities to ensure client retention and service delivery standards.
- Responsible for establishing, executing and achieving goals as outlined by the business plan.
- Oversaw the monitoring of client relationships, training and compliance.
- Represented the Company in custody business activities and provided guidance/communication with Wealth Managers, attorneys, clients and their representatives.
- Partnered with Wealth Directors and Wealth Managers for developing current and future business.
Vice President, Onboarding Manager, Bank Custody
The Bank of New York
04.2012 - 08.2016
- Responsible for the onboarding of Registered Investment Advisory (RIA) clients for Bank Custody offering.
- Worked intimately with RIA's and high net worth clientele in the detailed setup and delivery of products.
- Managed staff of 5 full-time employees and all daily workflow items.
- Successfully implemented over $1 billion of new client custody accounts including, Trust, IRA, LLC, gaming and complex entities.
- Astute knowledge of bank policy and procedures as well as KYC/AML understanding.
Vice President, Financial Analyst
Citibank
05.2010 - 04.2012
- Responsible for revenue, expenses, budget, monthly close for $500 million of CSS business.
- Prepared ad-hoc reporting requests for Senior Management, including expense, headcount and revenue analysis.
- Liaison with various departments within Bank, including Legal, Operations, Risk, Advisory and Senior Management
- Determined expense control to optimize business operating margins.
- Worked closely with worldwide business partners in Europe, Asia, Latin America and United States to help drive business goals.
Senior Associate, Senior Financial Analyst
The Bank of New York
06.2007 - 04.2010
- Responsible for revenue expenses, G/L budget, monthly close for $300 million of Tri-State and Philadelphia business lines.
- Prepared ad-hoc reporting requests for Senior Management, including expense, headcount and revenue analysis.
- Determined revenue recognition and expense control to optimize business operating margins.
- Assisted Mellon integration team transition to Accounts Payable system and Risk Management platform.
Assistant Vice President, Investment Advisory
The Bank of New York
03.2003 - 06.2007
- Successfully helped launch Proprietary program between three entities for high net worth clientele, which resulted in $1.2 million in annual revenue.
- Responsible for $100 AUM for Investment Advisory Group.
- Managed all operational issues pertaining to clients, fund movement, investments and internet systems.
- Responsible for revenue recognition, account reconciliation and compliance recording.
- Helped build models and strategies for unique investment product offering.
- Maintained various internal databases and systems for Investment Advisory Group.
- Responsible for service desk administrators and all daily work flow.
Assistant Treasurer, Custody Division
The Bank of New York
07.2002 - 02.2003
- Managed $75 million of assets within the Custody Division.
- Provided holdings, positions and fund movements for Investment Managers.
- Provided detailed reporting packages to Senior Management, including clients, AUM's, revenues and positions.
Education
MBA - Finance
Long Island University
Greenvale, NY05-1997
Skills
- Effective Team Leadership
- Relationship building
- Decision-making
- Analytical Problem Solving
Timeline
Vice President/Team Leader Manager
The Bank of New York
09.2016 - 04.2025
Vice President, Onboarding Manager, Bank Custody
The Bank of New York
04.2012 - 08.2016
Vice President, Financial Analyst
Citibank
05.2010 - 04.2012
Senior Associate, Senior Financial Analyst
The Bank of New York
06.2007 - 04.2010
Assistant Vice President, Investment Advisory
The Bank of New York
03.2003 - 06.2007
Assistant Treasurer, Custody Division
The Bank of New York
07.2002 - 02.2003
MBA - Finance
Long Island University
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