Dominic Siciliano
Pittsburugh,PA
Summary
Dynamic consultant with a proven track record at Broadridge Financial Services, specializing in financial compliance, process optimization, and client engagement. Leveraged SQL for efficiency gains and led teams to innovate and streamline operations. Excelled in problem-solving and team leadership, significantly enhancing client satisfaction and operational effectiveness.
Overview
9
9
years of professional experience
Work History
Consultant
Broadridge Financial Services
07.2024 - Current
- Trained internal employees on day to day processes in order to fulfill client needs.
- Constructed detailed procedures to assist in future in house training.
- Conducted thorough market research and analysis, providing valuable insights for client decision making.
- Assisted clients in navigating complex industry challenges with strategic recommendations.
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
Team Lead - Intermediary Fee Management
Broadridge Financial Services
10.2023 - 06.2024
- Trained internal and external associates and clients on Broadridge systems.
- Negotiated fee agreements between asst management companies and their intermediaries.
- Evaluated and formatted invoices on behalf of asset management companies based on their contracts.
- Structured fund agreements, rules and fee breakdowns for internal and external clients.
- Influenced positive change within the organization through strategic thinking, innovation, problem-solving abilities, and consistent leadership style.
Senior Compliance and IFM Analyst
Broadridge Financial Services
09.2015 - 10.2023
- Served as a consultant to clients regarding in house systems and processes.
- Created and executed SQL queries to enhance efficiencies.
- Enhanced processes for asset validation with internal and external clients.
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Reviewed and validated mutual fund trades for mutual fund clients.
Education
MBA - Finance
Robert Morris University
Pittsburgh, PA05-2015
Skills
- Excel
- SQL
- Problem-Solving
- Attention to Detail
- Team Leadership & Development
- Client Relationships
Timeline
Consultant
Broadridge Financial Services
07.2024 - Current
Team Lead - Intermediary Fee Management
Broadridge Financial Services
10.2023 - 06.2024
Senior Compliance and IFM Analyst
Broadridge Financial Services
09.2015 - 10.2023
MBA - Finance
Robert Morris University
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