Joseph Vallarelli
Summary
Implementation and operations professional who has led testing, documented business requirements, and coordinated client transitions across financial services and e-commerce. Brings hands-on experience with SQL, Jira, workflow design, and defect tracking to support smoother onboarding, better issue resolution, and reliable delivery.
Overview
15
15
years of professional experience
Work History
Owner Operator
319 Merch LLC
01.2024 - Current
- Managed operations and financial management of e-Commerce business on Amazon and Walmart platforms.
- Managed inventory purchasing, stock levels, and product assortment for online storefronts.
- Coordinated order fulfillment, packaging, and shipping for customer deliveries.
Corp Action Implementation Consultant
RBC Wealth Management
06.2023 - 10.2023
- Contributed to agile development of business requirements and test cases for Broadridge corporate system implementation.
- Created and maintained detailed test plans to validate business processes and software performance.
- Supported RBC Wealth Management advisor onboarding and client implementation requests.
- Configured workflow details for new wealth management service transitions.
Corp Action Implementation Consultant
UBS Wealth Management
11.2020 - 04.2023
- Led project testing efforts, ensuring delivery milestones were met, and created defect tracking while recommending risk mitigation strategies.
- Coordinated with Broadridge and client technology teams to address and resolve testing issues.
- Work in partnership with client and Broadridge vendor management teams to deliver high-quality, concise business and test case documentation and practice sound project management principles.
Corp Action System Implementation Consultant
Broadridge Financial
04.2019 - 11.2020
- Developed detailed test plans to validate software solutions, effectively managing client expectations and ensuring successful implementation.
- Engaged with business and technology partners to assess functionality through data analysis, SQL queries, and Jira creation, ensuring alignment with project goals.
- Gathered business requirements for trading and processing workflows.
- Coordinated onboarding activities with client and internal teams.
Senior Solutions Consultant
East Village Merchant Process Services
01.2016 - 03.2019
- Delivered business management and marketing software and services tailored for small businesses and franchises.
- Advised clients on optimal product selection to fulfill their unique needs.
- Analyzed merchant needs for point-of-sale, gateway, and terminal services.
- Consulted merchants on payment processing solutions and account setup requirements.
- Presented processing options for credit card and ACH payment acceptance.
Senior Implementation Consultant
Deutsche Bank
New York, NY
01.2014 - 12.2015
- Gathered business requirements from Finance to document current processing landscape and develop future data flows supporting CCAR regulatory reporting requirements FRY-9C and 14Q.
- Implemented data feeds for daily transmission of ICI Broadridge fixed income sub ledger transactions to a strategic regulatory reporting data warehouse.
Senior Implementation Consultant
Columbia Asset Management
Boston, MA
02.2013 - 12.2013
- Collaborated with reference data technology team to develop and implement Blackrock Aladdin data feeds into strategic fixed income security master and account master platform, enhancing data integration.
- Conducted business analysis on legacy applications to gather account and portfolio data attributes, defining and storing new data attributes to enhance risk reporting accuracy.
Senior Implementation Consultant
T. Rowe Price
Baltimore, MD
05.2011 - 06.2012
- Acted as Subject Matter Expert (SME) to implement SDLC best practices for XSP, enhancing electronic corporate action processing and workflow.
- Conducted data analysis using SQL queries and designed database tables for efficient storage of corporate action event details.
Education
MS - Technology Management
Stevens Institute of Technology
Hoboken, NJBachelor of Arts -
Iona University
New Rochelle, NYSkills
- SQL XML JIRA, SharePoint/ Confluence
- XSP, Astrid, BPS
- E-commerce operations
- Business operations
- Stakeholder collaboration
- Client relationship management
Timeline
Owner Operator
319 Merch LLC
01.2024 - Current
Corp Action Implementation Consultant
RBC Wealth Management
06.2023 - 10.2023
Corp Action Implementation Consultant
UBS Wealth Management
11.2020 - 04.2023
Corp Action System Implementation Consultant
Broadridge Financial
04.2019 - 11.2020
Senior Solutions Consultant
East Village Merchant Process Services
01.2016 - 03.2019
Senior Implementation Consultant
Deutsche Bank
01.2014 - 12.2015
Senior Implementation Consultant
Columbia Asset Management
02.2013 - 12.2013
Senior Implementation Consultant
T. Rowe Price
05.2011 - 06.2012
MS - Technology Management
Stevens Institute of Technology
Bachelor of Arts -
Iona University