Alan Taccone
Experienced Administrative Professional | Client Service | Finance | Legal
- Role
- Senior Associate, Private Banking Pershing at BNY
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Alan Taccone
Dynamic, articulate and passionate professional with ability to lead and oversee projects…
Experience
Senior Associate, Private Banking Pershing
Mar 2022 — Present · Pittsburgh, PA, US
Deliver high-quality, client-focused service and support to a specialized set of high net worth individuals and their financial advisors for Investment Credit Line accounts• Resolve complex and non-routine client issues as needed• Respond to inquiries from end clients and their financial advisors via email and phone• Process an average of 80 domestic and international wire transfer requests per month• Perform callbacks to authorized individuals to confirm wire instructions• Ensure client requests are executed in a timely manner and in accordance with BNY corporate policies• Provide support on internal projects to other teams within the business unit
Education
Mercyhurst Preparatory School
High School Diploma, College Preparatory
2000 — 2004
Point Park University
Bachelor of Arts (B.A.), Advertising and Public Relations
2004 — 2009
Skills
- Mobile Technology
- Social Media
- Microsoft Office
- Network Design
- Event Planning
- Windows 7
- Mobile Marketing
- Logo Design
- Customer Service
- Windows Xp Pro
- Final Cut Pro
- Social Networking
- Os X
- Mac Os X
- Graphic Design
- Indesign
- Microsoft Excel
- Photoshop
- Leadership
- Management
- Marketing
- Adobe Photoshop
- Advertising
- Layout
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