George P Stergio

About George P Stergio

Trusted financial leader and Certified Public Accountant in financial services and investment banking. Leverage strong work ethic and excellent leadership skills with breadth of industry knowledge, product control expertise, trading and sales experience. History of process improvements. Build effective relationships across functions, geographies, and levels. Analyze and present complex financial data to executive level management and provide clear explanations of outliers. Self-starter who can work independently and as a team player. Maximize Returns; Improve Operational Procedures; Collaborative and Effective Communicator; Coach and Mentor Employees; Attention to Detail and Accuracy; Manage and Influence Stakeholders; Challenge Redundant Processes; Create Efficiencies; Proficient in Microsoft Office, Working Knowledge of SAP/GL and Peoplesoft

Experience

1. Gwm Americas Financial Planning and Forecasting Business Partner

   UBS

   Aug 2023 — Present · Weehawken, NJ, US

Education

• Susan E. Wagner High School

  Regents Diploma, Business Administration and Management, General

  1985 — 1989

• University at Buffalo School of Management, The State University of New York

  Bachelor of Science (BS), Accounting / MIS

  1989 — 1993

Skills

• Business Process Improvement
• Valuation
• Structured Products
• Sarbanes-Oxley Act
• Risk Management
• Process Engineering
• Equity Derivatives
• Finra
• Product Control
• Equities
• Profit/Loss Accountability
• Derivatives
• Financial Analysis
• Credit Derivatives
• Financial Services
• Capital Markets
• Series 7
• Internal Controls
• Financial Reporting
• Series 63
• Hedge Funds
• Monthly Close Process
• Accounting
• Structured Finance
• Finance
• Financial Modeling
• Fixed Income
• Corporate Finance
• Trading
• Investment Banking