Summary
Overview
Work History
Education
Skills
Timeline
Generic

ANTHONY PUNZONE

Summary

A senior executive working on Wall Street, finance company and owning several businesses. Major strengths in sales, presentations, organization, planning and supervision. Additional strengths in mergers and consolidations, in/out conversions, contract negotiations, compliance and bank regulatory requirements, budgeting and cost control. Advanced use in Excel building formulas, VLOOKUP and PivotTables. Proficient in Word creating forms using fields and advanced tools, sharing and protecting documents and writing dynamic word documents. Experience in PowerPoint, Salesforce and other CRM applications. In addition, advanced knowledge of SaaS platforms for service and various proprietary financial software.

Overview

28
28
years of professional experience

Work History

President – Consultant

WALL STREET BANKING SERVICES
05.2014 - Current
  • Interview, hire and train sales teams for telecommunications and financial institutions
  • Produce quarterly financial reports outlining financial data to assist management with making strategic plans and operational decisions
  • Prepare clients' budget, allocation of funds, and recommendations on funds increase
  • Implement and assist in building new KPI metric analytics for clients
  • Increase sales production on average of 26% month over month for our clients
  • Decrease clients' monthly expenditures on average by 31%
  • Work closely with client's senior management on sales strategies and techniques
  • Designed a sales platform using analytics for my clients
  • Analyze financial records for small businesses to help secure business financing
  • Handle every step of a commercial and residential mortgage loan
  • Knowledgeable on loan underwriting and lending policies
  • Work with companies to help facilitate contingency disaster plans
  • Liaison between operations and IT departments on their business needs
  • Develop budgets and strategic plans for day-to-day sales and operations
  • Local radio show host on how to secure financing for a small business

Northeast Regional Manager

2020 COMMUNICATIONS, INC
03.2010 - 05.2014
  • In charge of sales for Verizon Fios throughout the entire northeast region
  • Won top region award in the country for 4 consecutive years
  • Lead, coach and mentor 105 Sales Associates and six District Managers
  • Put in new KPI sales metrics and designed sales rewards for top producers
  • Continued to meet month over month sales quota deliverables
  • Assisted in designing a new proprietary CRM system used throughout the company
  • Handled all trade shows and sales events in the Northeast Region

Senior Vice President – Prime Broker, Relationship Manager

PRUDENTIAL SECURITIES
02.1998 - 03.2010
  • For Prime Broker and Institutional Custody clients totaling over 160 billion in assets
  • Monitored daily cash movement and managed credit risk exposure
  • Implemented policies to adhere to the Patriot Act
  • Worked closely with the Sales Department in bringing in new business, website design, brochures, and marketing materials
  • Complied key metrics and statistics to develop risk reports and proposals to client
  • Worked with the Tax Department in setting up new procedures for non-resident alien tax withholding
  • Client training on system enhancements
  • Worked with the Systems Department in building a multi-currency system
  • Responded to RFPs and new business proposals
  • Developed and provided reports and KPIs on cash and cash drivers

Treasurer, Manager of Global Custody Department

Bank Of New York Mellon Corp
02.1996 - 02.1998
  • Administered 110 billion in assets and managed 12 administrators in Domestic and Global/Emerging markets
  • Duties include the preparation of monthly management reports, controlling foreign currency hedge transactions, filing documentation with the IRS for foreign tax certification, opening new funds and accounts at foreign sub-custodians and maintain tax reclaim report
  • Prepared and reported all Non Resident Alien taxes for the bank
  • Conducted risk assessments and presented risk assessment reports to senior management
  • Managed daily account administration with focus on daily and future cash positions
  • Assisted the northeast division in contingency disaster planning
  • Involved in periodic internal / external audits and helped set the banks credit control guidelines

Education

Bachelor of Science Degree - Marketing Management/Finance

New York Institute of Technology
Old Westbury, New York

Skills

  • Budget Management
  • Cash Flow and P&L Management
  • Critical Thinking
  • Policy and Procedure Development
  • Business Growth and Marketing Strategies
  • Mortgage Banking and Analysis
  • Business Development
  • Data Analysis and Financial Reporting
  • Risk and Mitigation Analysis
  • KPI Tracking and Key Performance Metrics
  • Forecasting and Planning
  • Performance Monitoring and Evaluation
  • Collaboration and Teamwork
  • Public Speaking and Presentations

Timeline

President – Consultant

WALL STREET BANKING SERVICES
05.2014 - Current

Northeast Regional Manager

2020 COMMUNICATIONS, INC
03.2010 - 05.2014

Senior Vice President – Prime Broker, Relationship Manager

PRUDENTIAL SECURITIES
02.1998 - 03.2010

Treasurer, Manager of Global Custody Department

Bank Of New York Mellon Corp
02.1996 - 02.1998

Bachelor of Science Degree - Marketing Management/Finance

New York Institute of Technology

Similar Profiles

CREATE PROFILE
ANTHONY PUNZONE