Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Timeline
Generic

Anderson Soomer

Sanford,FL

Summary

Dynamic leader with a proven track record at BNY, excelling in risk management and business development. Expert in fostering relationships and driving operational efficiency, I have successfully implemented strategies that enhanced client satisfaction and increased market share. Adept at mentoring teams, I leverage critical thinking to deliver results in competitive, fast paced and constantly changing environments.

Overview

20
20
years of professional experience

Work History

Vice President/Lead Manager Fund & Investor Solutions

BNY
01.2025 - Current
  • Led organizational strategy to enhance operational efficiency and improve customer satisfaction.
  • Developed and implemented risk management frameworks to mitigate financial exposure across business units.
  • Directed cross-functional teams in executing strategic initiatives aligned with corporate objectives.
  • Analyzed market trends to inform investment strategies and drive revenue growth opportunities.
  • Cultivated relationships with key stakeholders to facilitate collaboration on strategic projects and initiatives.

Vice President Fund/Client Accounting

BNY
03.2022 - 01.2025
  • Led strategic initiatives to enhance operational efficiency across multiple departments.
  • Developed and implemented comprehensive business strategies that increased market share.
  • Oversaw cross-functional teams to align organizational goals with client expectations.
  • Analyzed industry trends to inform decision-making and drive competitive advantage.
  • Fostered relationships with key stakeholders, enhancing collaboration and partnership opportunities.

Lead Representative, Client ServiceDirect BrokerageServices

Pershing LLC
04.2020 - 03.2022
  • Led team in implementing operational strategies to enhance customer service efficiency.
  • Mentored junior representatives, improving performance and knowledge retention across the team.
  • Developed training programs that streamlined onboarding process for new employees.
  • Analyzed customer feedback data to identify areas for service improvement and training needs.

Senior Analyst/Supervisor, Exchange Traded Funds

BNY Mellon
06.2014 - 04.2020
  • Led cross-functional teams to analyze data and identify process improvements.
  • Developed strategic insights through complex data modeling and predictive analytics.
  • Mentored junior analysts, enhancing team performance and analytical capabilities.
  • Streamlined reporting processes, increasing efficiency in data presentation and decision-making.
  • Collaborated with stakeholders to define requirements and align analytics with business objectives.

Fund Accountant, Exchange Traded Funds

BNY Mellon
07.2013 - 06.2014
  • Managed daily accounting operations, ensuring accurate recording of financial transactions.
  • Prepared and reviewed financial statements for multiple funds, maintaining compliance with regulatory standards.
  • Collaborated with investment teams to reconcile discrepancies and resolve accounting issues efficiently.
  • Led audits by providing necessary documentation, enhancing transparency and accuracy of financial records.
  • Streamlined month-end closing processes, reducing turnaround time and improving reporting accuracy.
  • Trained junior staff on best practices in fund accounting, fostering professional development and skill enhancement.

Manager, Business Development

Financial Investment & Consultancy Services Limited
04.2011 - 04.2013
  • Developed strategic partnerships to enhance market presence and drive revenue growth.
  • Conducted market analysis to identify new business opportunities and inform decision-making.
  • Led cross-functional teams in executing initiatives that improved operational efficiency and client satisfaction.
  • Oversaw sales pipeline management, ensuring accurate forecasting and timely follow-up on leads.
  • Implemented targeted marketing strategies, increasing brand awareness and customer engagement.
  • Mentored junior staff, fostering professional development and enhancing team performance.
  • Negotiated contracts with key clients, securing favorable terms that aligned with business objectives.

Senior Business Development Officer

First Citizens Investment Services
05.2006 - 04.2011
  • Developed strategic partnerships to enhance market presence and drive revenue growth.
  • Conducted market research to identify new business opportunities and emerging trends.
  • Collaborated with cross-functional teams to align on business development strategies and objectives.
  • Prepared competitive analysis reports to support decision-making processes for potential clients.
  • Generated high-quality leads using data-driven analysis of target markets and competitors'' activities.
  • Developed key client relationships through effective communication and negotiation strategies.

Fund Manager

Bank Of Saint Lucia
11.2005 - 05.2006
  • Supported investment analysis by gathering financial data and industry reports.
  • Assisted in portfolio management through monitoring market trends and performance metrics.
  • Collaborated with team to prepare presentations for stakeholder meetings and investment proposals.
  • Engaged in due diligence processes by reviewing potential investment opportunities and risk assessments.
  • Contributed to the development of investment strategies aligned with client goals and market conditions.

Education

Master of Science - Finance

University of Leicester
Leicester, UK
06.2012

Economics & Management- Double Major

University of The West Indies, St. Augustine Campus
Trinidad & Tobago, WI
05.2003

Skills

  • Team leadership
  • Relationship building
  • Decision-making
  • Critical thinking
  • Coaching and mentoring
  • Client relationship building
  • Complex Problem-solving
  • Business development
  • Results-driven
  • Risk management
  • Process improvement

Accomplishments

Served on the board of Elks City of Castries Credit Union as Tresurer from March 2011 - April 2013


Former Certified Licensed Representative of the Eastern Caribbean Securities Exchange


Winner of the Saint Lucia Chamber of Commerce Exporter of the Year Award for expanding Securities Trading and Market Share throughout the Eastern Caribbean

Additional Information

Interests include Basketball, Digital Photography, Travel and Music

Timeline

Vice President/Lead Manager Fund & Investor Solutions

BNY
01.2025 - Current

Vice President Fund/Client Accounting

BNY
03.2022 - 01.2025

Lead Representative, Client ServiceDirect BrokerageServices

Pershing LLC
04.2020 - 03.2022

Senior Analyst/Supervisor, Exchange Traded Funds

BNY Mellon
06.2014 - 04.2020

Fund Accountant, Exchange Traded Funds

BNY Mellon
07.2013 - 06.2014

Manager, Business Development

Financial Investment & Consultancy Services Limited
04.2011 - 04.2013

Senior Business Development Officer

First Citizens Investment Services
05.2006 - 04.2011

Fund Manager

Bank Of Saint Lucia
11.2005 - 05.2006

Master of Science - Finance

University of Leicester

Economics & Management- Double Major

University of The West Indies, St. Augustine Campus

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Anderson Soomer