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Experienced financial services professional knowledge in pricing, security maintenance, and validation of key pricing data for various security types. Proven expertise in working with platforms such as SMDB (Security Master Application), Blackrock Aladdin, and Markit EDM, and experienced in vendor tools like Bloomberg, Reuters, Euroclear, IDC etc. Career goal: To leverage extensive experience in financial data management to drive operational excellence and innovation within a dynamic organization.

A value-driven AML/KYC professional with over 7.5 years of experience in Financial Services, specializing in AML, ATF, KYC, Compliance, and Risk Management. Adept at conducting investigations, managing AML/ATF risk, and leading projects that ensure regulatory adherence. Proven ability to perform second-level reviews, provide strategic insights, and mentor teams. Proficient in data analysis, regulatory reporting, and maintaining a strong risk management culture.

Dynamic finance leader with extensive experience at BNY Mellon, excelling in headcount reporting and financial analysis. Proven track record in managing complex mutual funds and driving efficiency improvements. Adept at budgeting and forecasting, while fostering team development and collaboration to achieve strategic objectives.

Diligent Project Manager with background in managing complex projects across various banking applications. Known for successfully leading cross-functional teams to deliver projects on time and within scope. Demonstrated ability to manage project lifecycles and implement process improvements.
Experienced with planning and executing comprehensive project plans. Utilizes strong leadership and organizational skills to guide teams and ensure project milestones are met. Track record of implementing efficient processes and achieving project goals.

Certified Nursing Assistant with strong skills in vital signs monitoring and electronic health records management. Proven track record in maintaining HIPAA compliance while delivering compassionate patient support. Effective communicator focused on enhancing overall patient care outcomes.

I am a highly adaptable professional with a strong background in warehouse operations. As a dedicated welder with experience at Arclabs, proficient in MiG, Flux core, Stick, and TiG welding. Not only am I attentive to my work, I also have expertise in equipment operation and freight handling, ensuring safety and efficiency while maintaining OSHA standards. Ready to leverage skills to streamline processes and support organizational goals. Not only outgoing as a person but outgoing in whatever job comes in hand, easily adapted to the environment. Focused on using attention to detail with new things to contribute to new open opportunities.

Entry-level Human Resources professional with a Bachelor of Science in Human Resource Management and a minor in Marketing. Experience includes employee training, recruiting support, performance management, and policy enforcement within fast-paced, customer-facing environments. Recognized for strong organizational skills, discretion, adaptability, and the ability to support both employees and leadership teams.

Detail-oriented professional with exceptional communication and project management skills, adept at navigating fast-paced environments while effectively managing multiple tasks. Recognized for a proactive approach to identifying and resolving issues, with a strong focus on optimizing processes and supporting team objectives. Equipped with robust problem-solving abilities and a commitment to continuous learning, ready to contribute to team success and drive positive results. Experienced in performing routine and emergency maintenance on various equipment and systems, utilizing troubleshooting expertise to minimize downtime while consistently upholding safety standards.

Adept at streamlining operations and enhancing compliance, my tenure at BNP Paribas Corporate & Investment Banking highlighted my proficiency in investment research and exceptional client relations. Leveraging Microsoft Office for efficiency, I implemented software systems that significantly improved trade management processes, demonstrating a keen ability to merge technical skills with a client-focused approach.

Knowledgeable [Desired Position] with proven track record in managing diverse investment portfolios and enhancing client satisfaction. Successfully coordinated complex administrative tasks, contributing to streamlined operations and improved financial performance. Demonstrated expertise in financial analysis and client communication.

Dedicated Portfolio Administrator with 2+ years of experience at RBC, specializing in financial transaction reconciliation, banking operations, financial reporting, and regulatory compliance. Gained valuable experience in customer handling, problem-solving, and relationship building through 4+ years in the telecommunications industry. Committed to ensuring accuracy and efficiency in financial processes while maintaining strong relationships and delivering excellent service.

Juan Benitez Ulloa

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Portfolio Administrator

SAS Analyst II

Education

MBA - Finance

Bachelor of Arts - Economics

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Portfolio Administrator

SAS Analyst II

MBA - Finance

Bachelor of Arts - Economics

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