Chandler Bogart
Scotch Plains,NJ
Summary
Pragmatic professional with solid experience in leadership roles. Adept at implementing strategic business plans, driving growth and improving operations. Skilled in financial management and stakeholder relations. Collaborative and dedicated to building and leading talented and motivated individuals.
Overview
24
24
years of professional experience
Work History
Senior Vice President - AEOI Reporting
The Bank Of New York Mellon
01.2013 - 05.2024
- Hired and managed global team of 30+ professionals responsible for FATCA/CRS documentation and reporting operations for supporting the Alternative Investment Services business within Bank of New York Mellon.
- Delivered exceptional customer service by implementing best practices and fostering a culture of accountability within organization.
- Developed and executed strategic initiatives to drive business growth
- Enhanced company performance by implementing new strategies and streamlining operations.
- Presented and discussed strategy and initiative progress with senior business leaders.
- Led global expansion efforts by entering new markets with tailored product offerings suited to local preferences.
Client Service Director - Onboarding
The Bank Of New York Mellon
05.2006 - 01.2013
- Led team of Client Service Managers to ensure timely delivery of services and solutions.
- Managed high-profile accounts, securing long-term partnerships and revenue growth.
- Collaborated with cross-functional teams to develop innovative solutions for complex client issues.
- Streamlined service processes for improved efficiency and higher client retention rates.
- Established strong relationships with key stakeholders, fostering trust and loyalty among clients.
- Communicated with clients regarding account services, statements, and balances.
Investor Relations Manager
The Abernathy Group
02.2005 - 05.2006
- Organized and coordinated investor conferences, roadshows, and one-on-one meetings for effective communication and engagement.
- Managed production of annual reports, quarterly updates, and other financial communications materials to maintain transparency.
- Streamlined investor inquiries response process to enhance stakeholder satisfaction levels.
- Conducted in-depth industry research to identify trends, opportunities, and potential risks for strategic decision making.
- Built strong relationships with investors, analysts, and media representatives for increased company visibility.
Foreign Exchange Client Service Associate
FXCM - Forex Capital Markets
02.2002 - 03.2005
Trading Desk Associate
Prudential Securities
01.2001 - 02.2002
Trading Associate
Quick And Reilly
07.2000 - 12.2000
Education
Bachelor of Arts - Political Science
The University of Illinois
Champaign, IL05.2000
Skills
- Strategic leadership
- Policies and Procedures
- Operational Excellence
- KPI Tracking
- Staff Development
- Data Analysis
- FATCA/CRS Documentation Review
- FATCA/CRS Reporting
Timeline
Senior Vice President - AEOI Reporting
The Bank Of New York Mellon
01.2013 - 05.2024
Client Service Director - Onboarding
The Bank Of New York Mellon
05.2006 - 01.2013
Investor Relations Manager
The Abernathy Group
02.2005 - 05.2006
Foreign Exchange Client Service Associate
FXCM - Forex Capital Markets
02.2002 - 03.2005
Trading Desk Associate
Prudential Securities
01.2001 - 02.2002
Trading Associate
Quick And Reilly
07.2000 - 12.2000
Bachelor of Arts - Political Science
The University of Illinois
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