Summary
Overview
Work History
Education
Skills
Community Service
Timeline
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Valerie Iannini

Pittsburgh,PA

Summary

Results-driven Client Account Analyst Manager with a track record of optimizing client notifications and managing complex accounts. Recognized for effective communication and collaboration with business partners to streamline processes. Experienced in leading new client conversions and delivering accurate reporting under tight deadlines.

Overview

2026
2026
years of professional experience

Work History

Client Account Analyst Manager

BNY Mellon
May 1998 - Current
  • Enhanced client notifications by accurately preparing month-end statements.
  • Utilized extensive knowledge of securities trust accounting theories to improve operational efficiency.
  • Managed diverse client accounts while navigating pricing fluctuations and unitization complexities.
  • Facilitated new client conversions through meticulous planning and organization.
  • Delivered precise 5500 reports within stringent deadlines for demanding clients.
  • Worked alongside business partners to refine processes and adhere to tight timelines.
  • Contributed to training programs for new employees, supporting professional growth.

Administrative Assistant

CNA Life Sales
02.1996 - 05.1999
  • Responsibilities, managing organizing and scheduling information for insurance agents.

Education

Bachelors of Finance - BSBA in Finance

Duquesne University
Pittsburgh, PA
05.1998

Skills

  • Client relationship management
  • Effective communication
  • Data analysis
  • Securities trust accounting
  • Client account management
  • Process improvement
  • Deadline-oriented reporting
  • Project management
  • Team collaboration
  • Client conversion leadership

Community Service

  • Northside Rotary volunteered as team lead project highway clean up.
  • In addition with Northside Rotary, assistant team leads to help fund inner city school supplies.
  • Active volunteer member for Breast Cancer Awareness, Crohns & Colitis Foundation and Cystic Fibrosis Foundation.

Timeline

Administrative Assistant

CNA Life Sales
02.1996 - 05.1999

Client Account Analyst Manager

BNY Mellon
May 1998 - Current

Bachelors of Finance - BSBA in Finance

Duquesne University

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