Summary
Overview
Work History
Skills
Websites
Accomplishments
Timeline
Generic

Catherine Tantillo

STATEN ISLAND,NY

Summary

Highly accomplished executive with over two decades of experience in Corporate Social Responsibility (CSR), sustainability, and community development. Expertise in building robust CSR infrastructures, incorporating sustainable practices, and promoting equity, inclusion, and environmental wellbeing. As a thought leader with a track record of success, including board positions such as Chair of the Board of Directors, of the Hudson County Chamber of Commerce and membership in the American Red Cross NJ Council,

Overview

31
31
years of professional experience

Work History

Global Head of Social Impact & Community Relations

LORD, ABBETT & CO. LLC
10.2018 - Current
  • Create & execute multiple Corporate Social Responsibly initiatives, infrastructure development & community outreach
  • Developed new and sustainable talent pipelines of diversity enabling HR to leverage in ESG hiring initiatives
  • Strengthened the company's reputation as a sought-after employer by diversifying and expanding the portfolio of affinity groups, fostering inclusivity and a sense of belonging among employees
  • Accelerated brand equity by developing college mentorship programs publicized in various media outlets
  • Increased employer brand awareness by developing content for press releases and social media to promote marketing opportunities
  • Generated publicity by consistently receiving multiple community engagement awards featured on social media
  • Drive revenue growth by securing mandates through achievement of ESG goals and metrics in prospective client Request for Proposals
  • Created firm’s first CSR strategy, embedding employee activism in marginalized communities
  • Initiated and enforced due diligence protocols to evaluate multiple donation requests from a plethora of NGO’s
  • Improved sustainable development goals, e.g., carbon footprint, recyclables, and corporate donations through development of 24 NGO partnerships
  • Strengthened employee engagement through multiple initiatives, e.g., revamping company benefit offerings, creating café & fitness center.

Director, International Client Account Management

LORD, ABBETT & CO. LLC
02.2017 - 10.2018
  • Responsible for client & revenue retention as key contact between client and marketing and investment team
  • Increased assets under management by $200 mm by preparing new client accounts for trading
  • Mitigated liability by ensuring compliance engaging with custodian and portfolio managers during account funding
  • Ensured long-term business continuity via continuous process improvement of all infrastructure & platforms
  • Passed all institutional compliance audits covering risk management, security policies & trading guidelines
  • Spearheaded automation and redesign of client reporting in collaboration with marketing and digital teams
  • Designed and implemented end-to-end client lifecycle management (Appian), improving client satisfaction and overall efficiency.

Director, Institutional Accounting and Account Administration

LORD, ABBETT & CO. LLC
04.2003 - 02.2017
  • Reconciled 300 +client accounts for daily trading activities while producing both institutional & retail client statements
  • Facilitated portfolio trading by reconciling equity, debt & trade date cash positions and corporate actions
  • Streamlined accounting by designing proprietary software specifications to automate exception management
  • Managed lifecycle client accounts including onboarding, coordinating client agreements, investment requirements
  • Onboarded new accounts through entire lifecycle and ensured multiple entities adhered to client requirements
  • Reduced liability by overseeing all Sarbanes-Oxley filing certifications for clients
  • Increased cash flow & reduced error rates by designing an automated A/R system scaled at $56 mm per annum
  • Reduced SGA costs by developing and evaluating RFPs to outsource various reconciliation processes
  • Launched the first customer engagement survey to increase customer satisfaction and product offerings.

Senior Manager, Institutional Accounting and Account Administration

LORD, ABBETT & CO. LLC
10.2000 - 04.2003
  • Managed accounting for $10 Billion of assets across 380 accounts while managing a team of nine direct reports
  • Streamlined all short-term cash settlements to increase time-to-market reconciliations
  • Increased market reaction time by decreasing trading cycle time by deploying SWIFT communications procedures
  • Reduced new client onboarding cycle time by streamlining new account set-ups
  • Increased revenue by $1mm by developing billing controls to collect past due debt
  • Rebranded statements & increased information offerings for all clients
  • Spearheaded monthly calls with 20+ custodian banks to build relationships and enhance overall service
  • Represented Operations team at on-site client due diligence visits with Institutional clients
  • Managed process for high-risk annual asset transfers and mergers for insurance sub advisory client accounts
  • Awarded multiple Best In Class Awards by industry trade organizations.

Manager, Institutional Accounting

LORD, ABBETT & CO. LLC
09.1999 - 10.2000
  • Managed accounting for $5 Billion of assets across 200 accounts while managing a team of four direct reports
  • Developed new system to provide real-time online, web custodial access, obviating monthly hardcopy statements
  • Reconciled all month-end statements between custodian banks & asset managers
  • Responded to client requests coordinating with investments, client service & legal and compliance.

Financial Officer

U.S. Trust Company
08.1993 - 09.1999
  • Analyzed net asset values of trust funds for portfolio managers acting as custodians; managed 8 associates
  • Reconciled assets of $400 mm across 248 investment accounts, error free, monthly
  • Increased retained revenue by preparing and presenting client presentations
  • Managed full lifecycle accounts, including funding to termination, security deliveries, tax calculations
  • Verified portfolio costs against foreign price lists to calculate daily market value for portfolio managers
  • Decreased client tax liability by proposing & instituting capital changes against plethora of tax & security regulations across 29 international funds.

Skills

  • Strategy & Visioning
  • Governance & CSR
  • Sustainability
  • Strategic Infrastructure
  • ESG Metric Tracking
  • Employer Branding
  • Risk Mitigation
  • Diversity, Equity & Inclusion
  • Employee Engagement

Accomplishments

  • Board memberships: Elected Vice Chair, Hudson County Chamber of Commerce and Appointed to American Red Cross NJ Council
  • Nominated Member of the American Red Cross Tiffany Circle of Women Leaders
  • Recognized as a Top 50 Women Leaders of New Jersey: Women We Admire 2022 & 2023
  • Achieved Cornell University Certificate Program-Diversity and Inclusion, October 2022

Timeline

Global Head of Social Impact & Community Relations

LORD, ABBETT & CO. LLC
10.2018 - Current

Director, International Client Account Management

LORD, ABBETT & CO. LLC
02.2017 - 10.2018

Director, Institutional Accounting and Account Administration

LORD, ABBETT & CO. LLC
04.2003 - 02.2017

Senior Manager, Institutional Accounting and Account Administration

LORD, ABBETT & CO. LLC
10.2000 - 04.2003

Manager, Institutional Accounting

LORD, ABBETT & CO. LLC
09.1999 - 10.2000

Financial Officer

U.S. Trust Company
08.1993 - 09.1999

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