Bonnie Romero-Vicini
Windsor Locks,CT
Summary
Financial services professional with 20 years of diverse industry experience. Well versed in US and global regulatory reporting, investment management, operations, risk assessment, and business process improvement. Proven results developing and implementing innovative strategies to support firm requirements across multiple lines of business while creating efficiencies. Consensus builder, leading projects across multiple internal departments and external service providers.
Overview
27
27
years of professional experience
Work History
Vice President Regulatory Reporting and Business Process
WEISS MULTI-STRATEGY ADVISERS LLC
01.2016 - Current
- Responsible for researching and analyzing US and foreign reporting requirements.
Business Process Manager
WEISS MULTI-STRATEGY ADVISERS LLC
01.2009 - 01.2016
- Supported a broad range of initiatives across the firm.
Senior Operations Specialist
WEISS MULTI-STRATEGY ADVISERS LLC
01.2004 - 01.2009
- Worked closely with the Front Office to facilitate US and International trading.
Vice President – Corporate Reporting
J.P. MORGAN CHASE & Co.
01.2001 - 01.2004
- Documented processes within Regulatory Reporting and assessed business/reporting risks.
Associate - International Fixed Income
J.P. MORGAN CHASE & Co.
01.2001 - 01.2004
- Monitored and facilitated trade settlement and funding for various products.
Associate - Reporting to the VP of Operations
THE ROYAL BANK OF SCOTLAND PLC
01.1997 - 01.2001
- Analyzed global cash management processes and systems and resolved daily breaks, trade fails, and settlement discrepancies.
Education
M.B.A. - Finance
Long Island University
01.2004
B.A. - Psychology
Long Island University
01.2000
Skills
- Business Solution Formulation & Execution
- Business Alignment & Process Implementation
- Project Management
- Consensus Building
- Managing Stakeholder Relationships
- Domestic and Foreign Regulatory Reporting
- Marketing Review (in accordance with the SEC Marketing Rules)
- Business Continuity Planning and Testing
Reporting Platforms
- EDGAR
- FINRA (PFRD, CRD)
- NFA Electronic Filing System
- Federal Reserve Bank Reporting Central
- Bureau of Economic Analysis e-file
- MS Office
- Geneva
- EZE (EZE Order Management, EZE - Investor Accounting, EZE Compliance)
Timeline
Vice President Regulatory Reporting and Business Process
WEISS MULTI-STRATEGY ADVISERS LLC
01.2016 - Current
Business Process Manager
WEISS MULTI-STRATEGY ADVISERS LLC
01.2009 - 01.2016
Senior Operations Specialist
WEISS MULTI-STRATEGY ADVISERS LLC
01.2004 - 01.2009
Vice President – Corporate Reporting
J.P. MORGAN CHASE & Co.
01.2001 - 01.2004
Associate - International Fixed Income
J.P. MORGAN CHASE & Co.
01.2001 - 01.2004
Associate - Reporting to the VP of Operations
THE ROYAL BANK OF SCOTLAND PLC
01.1997 - 01.2001
M.B.A. - Finance
Long Island University
B.A. - Psychology
Long Island University
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