Carlo Agostino

Client Lifecycle Management Ny Manager @Westpac Institutional and Business

Norwalk, CT, US
EMAILS
c••••••••@westpac.com.au
MOBILE NUMBERS
+12•••••••63

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WORK HISTORY

Mar 2019 — Present

Client Lifecycle Management Ny Manager @Westpac Institutional and Business

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New York, NY, US

Manage new client take-on (Client Onboarding) ensuring all AML/KYC/OFAC/Dodd Frank/FINRA Suitability/QIB) requirements are met. Periodic ReviewsOFAC and Adverse News DispositionKYC / Financial Crimes Projects

EDUCATION

1984 — 1985

Manhattan University

Electrical and Electronics Engineering

SKILLS

Due DiligenceChange ManagementManagementEconomic SanctionsEquitiesStrategyInvestment BankingLeadershipCustomer SatisfactionOperational Risk ManagementDerivativesAmlFinancial RiskFinancial Crimes InvestigationsKycBankingRisk Management

ABOUT CARLO AGOSTINO

Experienced AML/KYC Management professional with over 25 years of expertise in driving compliance, risk management, and client lifecycle management in financial institutions. Proven track record in leading KYC processes, enhanced due diligence protocols, and ensuring adherence to regulatory standards. Adept at managing teams, implementing strategic improvements, and delivering high-quality compliance solutions in fast-paced environments.

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