Jody Shoy
Brooklyn,NY
Summary
Adept at compassionate caregiving and behavioral management, I significantly contributed to the safety and assimilation of residents at Barrier Free Living. Leveraging client confidentiality and strategic planning skills at BNY Mellon, NA, I spearheaded initiatives that generated $100K in new business revenue, showcasing my ability to exceed targets and foster meaningful relationships.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Resident Aide
Barrier Free Living
The Bronx, NY
11.2024 - Current
- Play a critical role in the maintenance of a secure and safe environment for staff, residents, and visitors to the emergency Domestic Violence Shelter.
- Build trust and rapport with residents to assist with assimilation into the community.
- Staff the security desk, ensuring proper sign-in of residents and guests.
- Ensure that all safety protocols are followed at all times while on duty.
- Report any concerns about the well-being of a resident to the supervisor immediately.
- Respond quickly to emergency situations, providing appropriate medical attention when needed.
- Monitor client behaviors and emotional states, reporting concerns to case manager and documenting information in files.
- Collaborate effectively with interdisciplinary team members to provide comprehensive care for each resident.
- Maintain confidential accurate records of resident status and treatment plans.
- Safeguard patient privacy with strict adherence to HIPAA protocols.
- Recognize and report maintenance issues to the facilities team.
- Attend staff meetings regularly to stay up-to-date on policies, procedures, and current events.
VP, Senior Client Service Rep
BNY Mellon, NA
New York, NY
10.2006 - 07.2023
- Supported multiple, moderately complex, to highly complex (platinum) wealth management relationships with a combined AUC/AUM of $2.5 billion.
- Provided oversight of client transactions (i.e., trade executions, settlements, ad hoc disbursements, etc.). And providing resolution to operational matters.
- Developed and maintained policies and procedures for managed clients.
- Resolved non-routine client issues and inquiries as needed.
- Partnered with clients' third-party investment managers, consultants, estate planners, and CPAs.
- Set metrics and goals to ensure continuous process improvement and optimal client satisfaction via monthly communications and annual in-person meetings.
- Collaborated with Wealth Management product services in business development efforts to propose expanded client offerings.
- Maintained relationships with business teams to report on client trends and needs.
- Ongoing training of industry best practices, risk reporting/tolerance, and corporate policies.
- Provided training, guidance, and supervision to junior-level analysts.
- Responsible for the achievement of multiple team goals, objectives, and mentorship of team members.
- In the first quarter of 2022, I generated $100K in new business revenue, ahead of the team's annual revenue goal.
Education
Some College (No Degree) -
University of Phoenix
Tempe, AZSkills
- Patient assistance
- Behavioral management
- Client confidentiality
- Compassionate caregiving
- Activity planning
- Detail-oriented
- Results-driven
- Client relationship-building
- Risk Management
- Staff Development
- Operations Management
- Account Management
- Global Investment Strategies
- Banking products
- Microsoft Office
- CRM Software (ie, Salesforce, etc)
Affiliations
- Member of Brooklyn Museum
- Member of Brooklyn Botanic Garden
- Member of Whitney Museum
Accomplishments
- BNY Mellon Wealth Management Mentoring Program 2013
Successfully completed 12 month program culminating in an award ceremony with C-Level executives in Philadelphia, PA.
Certification
- July 2024 acquired New York State Life, Accident and Health Insurance (Agent)
Volunteer Experience
- Alzheimer's Organization - January 2023 - Raised just of 1K from private and personal donations
- AIDS Walk NY (several years of participation)
- Food Bank of NYC (several years of volunteering at their Bronx warehouse)
- Sponsored Operation Backpack via Volunteers of America - Greater New York
References
References available upon request.
Timeline
Resident Aide
Barrier Free Living
11.2024 - Current
VP, Senior Client Service Rep
BNY Mellon, NA
10.2006 - 07.2023
Some College (No Degree) -
University of Phoenix
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