Alex Stangarone
Somerset
Summary
Proficient in anti-money laundering, operations, and financial data analysis. Demonstrated expertise and analysis through the usage of Bloomberg Terminal and other company systems for informed decision-making. Strong analytical skills combined with effective communication and enhanced problem-solving capabilities in complex financial environments.
Overview
9
9
years of professional experience
Work History
AML Analyst
Protiviti
Woodbridge
04.2024 - Current
- Conducted comprehensive investigations on potential money laundering cases for large financial institution.
- Prepared and reviewed detailed reports and documentation for regulatory compliance reviews (SAR and no-SAR).
- Analyzed transaction data for suspicious activities and compliance risks.
- Maintained up-to-date knowledge of AML trends and regulatory changes.
Sales Reporting Analyst
Lord Abbett
Jersey City
06.2022 - 02.2023
- Gathered and verified trade data from various branch offices of institutional clients
- Obtained and provided data to the sales reporting team for regulatory and compliance purposes
- Responded to sales data requests from the firm’s external wholesalers
- Worked with the CRM daily to maintain data integrity and implement updated UI modifications
- Completed diverse daily, weekly, and monthly reporting tasks.
Financial Operations Associate
GAIN Capital
Bedminster
02.2021 - 10.2021
- Efficiently processed wires, deposits, withdrawals, and other transactions for client foreign exchange trading accounts
- Communicated with operations team and clients on a global scale through Salesforce
- Reviewed client personal/financial information and debit cards to verify for Forex trading and look for potential fraud.
Financial Data Analyst
Bloomberg L.P.
Princeton
11.2019 - 01.2021
- Collaborated alongside the data team to improve client workflows – Enriched data sets that were requested by Bloomberg clients.
- Helped engineers build guidelines that were valuable to clients & traders
- Enhanced knowledge and usage of the Bloomberg Terminal and functions (Bloomberg Market Concepts + Portfolio Management).
- Trained to become experts in analyzing various asset classes with 99% accuracy
- Reviewed daily/prior company documents to maintain and manage company guidance information on Bloomberg Terminal.
- Collaborated with overseas offices to fix errors regarding EMEA & APAC tickers and kept track of S&P 500 guidance daily
- Worked with clients and had meetings with data team to understand what clients wanted from Bloomberg.
Participant
High Point University Investment Club
High Point
01.2017 - 12.2018
- Attended weekly meetings to learn about investment strategies and manage a portfolio valued at over $130,000
- Participated in voting to make investment decisions for the club to buy and sell equities
- Gained experience using the Bloomberg Terminal to conduct research on companies/stocks
Participant
BB&T Emerging Leaders Certification
High Point
11.2017
- Nominated and selected by faculty to participate in prestigious leadership program for business students
- Learned about signature strengths and leadership styles applicable to management and decision making
- Developed personal leadership style and professionalism while interacting with other young professionals
Education
B.S.B.A. - Business Administration – Minor in Finance
HIGH POINT UNIVERSITY
High Point, NC12.2018
Activities
- High Point University Investment Club, High Point, NC, Participant, 01/17, 12/18, Attended weekly meetings to learn about investment strategies and manage a portfolio valued at over $130,000. Participated in voting to make investment decisions for the club to buy and sell equities. Gained experience using the Bloomberg Terminal to conduct research on companies/stocks.
- BB&T Emerging Leaders Certification, High Point, NC, Participant, 11/17, Nominated and selected by faculty to participate in prestigious leadership program for business students. Learned about signature strengths and leadership styles applicable to management and decision making. Developed personal leadership style and professionalism while interacting with other young professionals.
Timeline
AML Analyst
Protiviti
04.2024 - Current
Sales Reporting Analyst
Lord Abbett
06.2022 - 02.2023
Financial Operations Associate
GAIN Capital
02.2021 - 10.2021
Financial Data Analyst
Bloomberg L.P.
11.2019 - 01.2021
Participant
BB&T Emerging Leaders Certification
11.2017
Participant
High Point University Investment Club
01.2017 - 12.2018
B.S.B.A. - Business Administration – Minor in Finance
HIGH POINT UNIVERSITY