Eric Rufrano

Background

About Eric Rufrano

Summary Financial professional with 10 years of experience and expertise in financial analysis, portfolio and investment management. Meticulous, proactive and detail-oriented financial professional with communication and interpersonal skills to connect with clients to understand needs and exceed expectations. Experience Pershing, a BNY Mellon company-November 2012 to Present Senior Representative Client Processing, Asset Management Accounts Feb 2022 to Present- 2021 Top Performer Intermediate Level Two Processor, Asset Management Accounts 2016 to Feb 2022- Top processor and $1.5 million revenue driver for over Corestone bank products Lead associate in creating greater productivity and efficiency in Corestone bank feature approval by training senior Pershing management, 50+ Pershing associates and independent broker dealers for client Corestone processing, maintenance and fraud monitoring Asset Management excel journal creator for asset movement cash transfers allowing additional functionality to broker dealer processing and risk control Training and development of eight-person Asset Management team in the understanding and application of asset movement journals months in advance of two-year project deadline Reconciliation and settlement with all banks that utilize Corestone bank products through Pershing by sending fed fund wires for tens of millions of dollars within same day approval Project contributor/student on negative interest rate money sweep project Data life cycle management and audit assistant Customer Processing Associate, Asset Management Accounts 2012 to 2016- Account analysis when processing asset management reports: PCAT/ICAT account transfers, checkbook vendor returns, brokerage account owner updates, signature violations and referrals for suspicious transactions Skills Analyzing financial statements and reports Evaluating financial data and identifying business trends Discounted cash flow and security analysis Strategic investing and investment planning Excel Ad-hoc reports, forecasting and cost analysis Intermediate accounting & legal knowledge Proficient in Excel (Pivot tables and V-look up) Leadership and interpersonal skills Proactive, action oriented and strong work ethic Patient, reliable and friendly Education University of Central Florida Accounting and Finance BSBA Orlando, FL Credentials and Licenses Series 24 general securities principal Series 7 general securities representative Series 63 SIE Six Sigma Yellow Belt Certification 2014-2015 Pershing and BNY Mellon Star Performer