PETER J.

RUSSO
prusso096@gmail.com   |   315-456-8792   |   Boston, MA 02127

Skills

• Proficient in SQL, SPSS, Excel, Powerpoint, Word • Time Management

• Communication • Leadership
• Problem Solving • Analytical
• Multitasking • Data management

Experience

BNY Mellon Wealth Management | Boston, • Worked directly with the client to explain and articulate the level of
MA documentation needed for the investment account opening process
Family Office Analyst • Onboard client relationships to internal database to ensure accuracy and security
09/2021 - Current of all parties involved
• Analyzed, reconciled and reviewed incoming data for accurate transition to
platforms
• Collaborated directly with relationship and investment managers to ensure the
needs of each client
• Developed legal understanding of LLC, Corporation, Partnership and Trust
agreements

BNY Mellon | East Syracuse, NY
Revenue and Billing Specialist
09/2019 - 08/2021
• Review client fee schedule and set up invoice for new and existing clients of the
bank
• Manage and maintain existing client invoice accounts to ensure accuracy using
SQL to pull client data and analyze necessary amendments
• Review and resolve daily system health report tasked by manager
• Attained recognition from managers for being key contributor in decreasing aged
requests
• Lead on accrual remediation project resulting in significantly decreasing the
accrual balance by analyzing supporting documents to verify accuracy of billing
data

BNY Mellon | East Syracuse, NY
Client Processing Representative
08/2018 - 09/2019
• Processed the transfer and redemption of client securities
• Responsible for disposal of cancelled securities that are past the retention period
• Produced and disseminated monthly issuer report for bank record keeping
• Played a key role in testing the new Java platforms for conversion to the
production database

Office of the New York State Comptroller | • Intern in the Department of Local Government and School Accountability
Albany, NY • Led the New York State Retirement Fund Amortization Project
Intern • Organized and analyzed municipality retirement fund data into a comprehensive
01/2018 - 05/2018 report for upper management
• Assisted in New York State landfill project
 PETER J. RUSSO
prusso096@gmail.com   |   315-456-8792   |   Boston, MA 02127

Education
American University | Washington, DC
Master of Science in Sports Analytics & Management
Expected in 05/2022
GPA: 3.88

The College of Saint Rose | Albany, NY

Bachelor of Science in Finance, Financial Planning
05/2018
Graduated Cum Laude, GPA: 3.67
James J. Carr lll Award for Business Beyond the Classroom