Joel Cardieri
St. Petersburg,FL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Collateral Manager
BNY Mellon
08.2015 - 04.2023
- Collaborated with cross-functional teams to develop comprehensive risk mitigation strategies with OTC (Over The Counter)derivatives by Issuing margin calls to the street and maintaining collateral balances
- Reduced operational risks, effectively managing all aspects of the collateral process.
- Collaborated with cross-functional teams to develop comprehensive risk mitigation strategies for high profile accounts.
- Ensure that trades are settled correctly and that collateral movements are accurately reflected in accounting platforms.
- Managed large-scale projects in complex environment that include successful onboarding of Bridgewater Associates.
- Identify the current manual processes, reconciliation breaks, and exposure risk sources, and define a future operating model with short and long-term solutions.
- Provided comprehensive training to new hires on the organization''s collateral management processes, policies, and procedures, ensuring a high level of competence across the team.
Education
Bachelor of Arts - Communication
University of South Florida
Tampa, FLSkills
- Financial analysis and reporting
- Attention to Detail
- Critical Thinking
- Risk Assessment
- Data Analysis
- Operational Efficiency
- Credit analysis
- Cash Flow analysis
- Proficient in Microsoft office
Certification
FSP Certified
Timeline
Collateral Manager
BNY Mellon
08.2015 - 04.2023
Bachelor of Arts - Communication
University of South Florida