Timothy Donnelly
DELANSON,NY
Summary
Accomplished Vice President-Regulatory Reporting Manager at Jefferies LLC, renowned for spearheading cross-functional teams to enhance efficiency and client satisfaction. At JP Morgan Chase, forged pivotal relationships and integrated new acquisitions, showcasing exceptional team leadership and strategic planning skills. Proven track record in operations management and process improvement, with a keen focus on mentoring and critical thinking.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Vice President- Regulatory Reporting Manager
Jefferies LLC
02.2002 - 11.2024
- Cultivated strong relationships with key stakeholders, including peer groups, vendors, regulators and auditors (both internal and external) to promote collaboration and long-term success.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
Consultant
JP Morgan Chase
06.2001 - 12.2001
- Liaised with clients to create a process flow to onboard a firm JP Morgan purchased and integrate same into JP Morgan operational structure.
- Collaborated with multiple operational areas to create a detailed flow analysis of Option trade processing with all other operational areas of JP. Morgan.
- Created a basic database for HR to cross reference consulting roles open with candidates qualifications.
Operations Manager
Wit Capital
04.2000 - 12.2000
- Supervised operations staff in the Margin and ACAT department and kept employees compliant with company policies and procedures.
- Initiated a cross training regimen to facilitate business continuity and empowered employees to take ownership of their responsibilities. .
Margin Manager
Lewco Securities
02.1993 - 03.2000
- Managed and motivated employees to be productive and engaged in work.
- Was on the review committee for rule enhancements for Regulation T interpretations.
- Maintained professional and organized environment for employees.
- Based on the meticulous review methodology discovered a deficiency that was being taken advantage of and stopped it prior to the firm taking material losses.
Education
Associate of Science - Accounting
CuNY- Borough of Manhattan Community College
New York, NY06-1999
Skills
- Team leadership
- Relationship building
- Decision-making
- Critical thinking
- Coaching and mentoring
- Complex Problem-solving
- Strategic planning
- Results-driven
- Operations management
- Process improvement
- Training and mentoring
Affiliations
- Sifma
Certification
- FINRA Series 7,63,24,27 certifications held.
Timeline
Vice President- Regulatory Reporting Manager
Jefferies LLC
02.2002 - 11.2024
Consultant
JP Morgan Chase
06.2001 - 12.2001
Operations Manager
Wit Capital
04.2000 - 12.2000
Margin Manager
Lewco Securities
02.1993 - 03.2000
Associate of Science - Accounting
CuNY- Borough of Manhattan Community College
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