TORREY PERINO
Atlantic Highlands,NJ
Summary
Strategic innovation leader with over 10 years of experience in workflow architecture and data analytics. Experienced in leveraging RPA, Snowflake, Power BI, and other automation and workflow tools to drive operational excellence. Proven track record of delivering enterprise-wide automation, deprecating legacy technical debt, and leading cross-functional teams to optimize business scalability. Seasoned Business Developer with background in identifying and establishing strategic partnerships, launching new products, and managing complex projects. Previous work resulted in significant revenue growth and optimized business processes.
Overview
15
15
years of professional experience
Work History
Business Developer, Center of Excellence
FIDELITY
Jersey City, NJ
07.2021 - Current
- Streamlined document sharing process (GetDocs) by integrating Core & Common APS solutions alongside XTRAC ADMIN & DAP, managing ~500 transactions daily.
- Led end-to-end automation for TOA Receives and CC OPS Loan Workflows, overseeing full lifecycle from analysis to rollout.
- Managed SPS Value Group Bot during critical 2024/2025 system updates; provided expert consulting on FI Service Recovery automation.
- Engineered Power BI dashboards using Snowflake/SQL, identifying 1,200+ dormant legacy rules and mapping field dependencies.
- Transitioned Business Objects reports to Power BI, improving data access and reporting capabilities.
- Constructed Portfolio Margin product for Family Office/IWS, involving collaboration across Capital Markets and Custody.
- Attracted billions in new assets and millions in revenue through the successful launch of Portfolio Margin product.
- Mentored new XTRAC developers on data handling and SQL, facilitating team learning through meetings and deep-dives.
Representative, Security Master & Pricing
FIDELITY
Jersey City, NJ
07.2018 - 07.2021
- Process Improvement: Founding member of the Data Transparency Team; developed automated tools to scrub FBSI reference data, reducing manual operations requests by 40%.
- Stakeholder Engagement: Managed Diamond Tier inquiries for Fidelity’s top 30 correspondent firms; served as "Your Voice Matters" Ambassador to pitch process innovations to senior leadership.
Content Acquisition Specialist
BLOOMBERG
Princeton, NJ
01.2011 - 01.2017
- Project Leadership: Led the Fundamental Analysis team in financial data extraction; oversaw quality control and training for proprietary data software.
Education
BS - Information Systems and Data Analytics
CUNY School of Professional Studies
01.2024
Skills
- Snowflake
- SQL
- Power BI
- Data Governance
- Business Objects
- RPA
- XTRAC Admin
- DAP Integrations
- XAC Admin
- XEN Agents
- Smart Intake Integrations
- Stakeholder Management
- Agile Methodologies
- Six Sigma (Yellow/White Belt)
Timeline
Business Developer, Center of Excellence
FIDELITY
07.2021 - Current
Representative, Security Master & Pricing
FIDELITY
07.2018 - 07.2021
Content Acquisition Specialist
BLOOMBERG
01.2011 - 01.2017
BS - Information Systems and Data Analytics
CUNY School of Professional Studies