Fernando D

Experience

1. Cas Custody Associate

   JPMorganChase

   Aug 2023 — Present

   Manage JPMorgan’s top 50 clients and high-priority corporate accounts by driving stakeholder engagement, maintaining executive-level communication, and ensuring service delivery within SLA.Monitor and track large-scale client accounts per client) by developing and maintaining account management trackers, collaborating with global operations teams, and ensuring data accuracy and compliance.Build and strengthen long-term client relationships to support client retention, satisfaction, and revenue growth, while proactively identifying and mitigating operational risks and roadblocks.Lead end-to-end project management of client onboarding, issue resolution, and service requests by drafting clear internal instructions, coordinating with cross-functional stakeholders, and ensuring seamless process improvement.Plan, organize, and execute internal events as CFO (Chief Fund Officer) to strengthen corporate culture, employee engagement, and organizational community building.Oversee end-to-end market engagement and readiness strategy for institutional clients, ensuring successful market entry, trading enablement, and regulatory compliance.

Education

• Deakin University

  Certificate

• Southern New Hampshire University

  Certification

• Southern New Hampshire University

  Associate's degree

• The Open University

  Certificate

• Cornell University

  Project Management