Joseph Catalano
Staten Island,NY
Summary
Experienced with client needs analysis and insurance policy customization. Utilizes risk management strategies to offer optimal coverage solutions. Knowledge of industry regulations and maintaining high standards of customer service.
Overview
11
11
years of professional experience
4
4
years of post-secondary education
1
1
Language
Work History
Supplemental Insurance Broker
Chubb
New York, NY
05.2025 - Current
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
AVP, Risk and Controls Manager/Cybersecurity Analyst
MUFG Bank
New York, NY
07.2022 - 05.2025
- Onboarded "Risk Next Gen" initiative to MUFG Securities Americas for 74 technology and business owners incorporating a brand new risk and control framework utilized as part of Risk and Control Self Assessments
- Led the integration for Records Information Management program for MUSA InfoSec and creating SOPs for identifying and disposing relevant data
- Supported MUSA technology process owners through FCAT findings to identify issues and validate as necessary to support MUSA's integration with MUBK
- Collaborated with 80+ process owners across MUFG to assist in developing the MUFG CUSO Information Security policy utilized by all of MUFG technology
Associate, Audit Lead
Apollo Global Management
New York, NY
06.2021 - 07.2022
- Spearheaded 2021 Annual Technology Risk Assessments for 10+ functions across the organization: infrastructure, networking, and systems engineering functions
- Managed the planning, fieldwork, and reporting stages for
infrastructural and retail Audits across the organization including, but not limited to Cloud Computing and Electronic Communications
- Developed Business Continuity KPIs to establish effective policies governing overall function.
Senior Information Technology Auditor
TD Ameritrade/Charles Schwab
Jersey City, NJ
07.2019 - 06.2021
- Effectively lead Audits within Retail, Operations, Investor Services, Fraud & AML, and Data Platform spaces while defining scope and risk/control matrix
- Supported and coached a team of 4 staff auditors to perform
fieldwork activities, validate issues, and report findings at tollgates
Associate Auditor
JPMorgan Chase & Co., CIB Tech Audit
New York, NY
07.2017 - 07.2019
- Led global technology and business integrated audits for the
Custody and Fund Services/Post-Trade business within Corporate Investment Banking (CIB)
Analyst, Release Engineer
BlackRock, Inc, Aladdin Product Group
New York, NY
07.2015 - 04.2017
- Administered Source Code Control Systems and Software Tools including Confluence, JIRA, Fisheye, and Stash which included developing educational tutorials alike to assist with onboarding new personnel to each application
Education
Bachelor of Science - Information Systems, Accounting
Manhattan College
The Bronx, NY 08.2011 - 05.2015
Skills
Risk and Control Management
Adaptability
Project Management
Networking
Archer
Atlassian Suite
Timeline
Supplemental Insurance Broker
Chubb
05.2025 - Current
AVP, Risk and Controls Manager/Cybersecurity Analyst
MUFG Bank
07.2022 - 05.2025
Associate, Audit Lead
Apollo Global Management
06.2021 - 07.2022
Senior Information Technology Auditor
TD Ameritrade/Charles Schwab
07.2019 - 06.2021
Associate Auditor
JPMorgan Chase & Co., CIB Tech Audit
07.2017 - 07.2019
Analyst, Release Engineer
BlackRock, Inc, Aladdin Product Group
07.2015 - 04.2017
Bachelor of Science - Information Systems, Accounting
Manhattan College
08.2011 - 05.2015
Hobbies and Interests
Golfing, Skiing, Indianapolis Colts, NY Yankees, NY Knicks