Christopher Clarke
Sanford,FL
Summary
Dynamic professional with extensive experience at BNY Mellon, excelling in risk management and regulatory compliance. Proven track record in enhancing operational efficiency and client satisfaction through strategic initiatives and team leadership. Adept at financial analysis and reconciliation, driving results in fast-paced environments while fostering collaboration and accountability.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Assistant General Manager
Trulieve
Winter Park, FL
10.2025 - Current
- Oversee daily retail operations including sales floor management, inventory control, and cash handling to ensure compliance with state regulations and company SOPs.
- Lead, coach, and schedule team members to drive performance, accountability, and a high standard of customer experience.
- Partner with the General Manager to analyze KPIs, optimize labor, and execute initiatives that improve revenue and operational efficiency.
- Ensure strict adherence to cannabis compliance, security procedures, and audit requirements while maintaining a safe and professional store environment.
Trading Services II, Execution Services Middle Office
BNY Pershing
Lake Mary, FL
07.2024 - 09.2025
- Provided middle office and operational support for international and domestic equities, FX, non-dollar, fixed income, structured products, and preferred securities.
- Initiated trade flow processes and settlements, resolving discrepancies and monitoring trade status.
- Served as liaison between clearing broker and counterparties to address settlement and clearing issues efficiently.
- Delivered exceptional client service through daily support, transaction processing, trade comparison, and account reconciliation.
Senior Analyst, Client Services
Bank of New York Mellon
Lake Mary, FL
01.2022 - 01.2023
- Resolved client inquiries regarding products, services, and procedures to enhance satisfaction and engagement.
- Executed strategic planning initiatives, aligning project objectives with the company's mission, and improving team productivity.
- Enabled team success in testing processes, promoting a collaborative and efficient environment.
Middle Office Reconciliation Analyst
Bank of New York
Lake Mary, FL
06.2018 - 03.2019
- Examined a moderate volume of documents to verify compliance with established procedures, identifying and addressing minimal-risk scenarios.
- Applied knowledge of processes and procedures to validate findings. Managed the tracking of fund data and trades, maintaining records of moderate complexity in line with departmental policies and procedures.
- Spearheaded error reporting and analysis procedures, leveraging a strong understanding of compliance rules and service level agreements to streamline processes, and ensure optimal client communication and satisfaction.
Security Data Management, Pricing
Bank of New York Mellon
Lake Mary, FL
07.2015 - 06.2018
- Led delivery of critical data commitments, increasing efficiency by 20% and reducing client escalations by 15%.
- Drove change and transformation initiatives to improve operational effectiveness.
- Guided operational and process optimization programs supporting continuous improvement.
Education
Bachelor of Science - Business Administration
Oregon State University
Corvallis, OR01-2022
Skills
- Risk Management
- Financial Analysis
- Regulatory Compliance
- Cash Flow Analysis
- Reconciliation
- Microsoft Office Tools
- Private Equity
- Global custody
- Equities
- Bonds
- AML/KYC Regulations
- SWIFT
- Inventory management
- Trade/Post-Trade Processing
- VLOOKUPS
- Team leadership
- Department oversight
- Staff management
Certification
- Securities Industry Essentials (SIE)
- Series 99
Timeline
Assistant General Manager
Trulieve
10.2025 - Current
Trading Services II, Execution Services Middle Office
BNY Pershing
07.2024 - 09.2025
Senior Analyst, Client Services
Bank of New York Mellon
01.2022 - 01.2023
Middle Office Reconciliation Analyst
Bank of New York
06.2018 - 03.2019
Security Data Management, Pricing
Bank of New York Mellon
07.2015 - 06.2018
Bachelor of Science - Business Administration
Oregon State University