Leonardo Bellini

About Leonardo Bellini

Global Services manager with experience in domestic and foreign trade processing, foreign exchange currency processing, business unit transformation implementation. Experience with designing, testing, and implementing new business tools for more efficient processing while reducing risk to the company’s P&L. Proficient in utilizing a given department’s tool and adapting it to be used in a different department for risk and operational controls so as to reduce the company’s exposure to risk and expand the company’s ability to offer a wider selection of services to the clients. Experience with working on AML/KYC for opening/collapsing/merging mutual funds on Custody side.Specialties: Process Improvement Business Unit Conversions Mutual Fund Accounting Risk Management Daily Processing Staff Oversight Client Inquiry Resolutions

Experience

1. Client Services Manager, AVP

   State Street

   May 2016 — Present · Boston, MA, US

   I have the pleasure of being the new AVP for Mutual Fund On boarding in our newest building in South Boston. I handle starting and closing Mutual Funds for one of our bug clients. This involves AML/KYC tasks, reviewing W9\'s and Prospectuses, and meeting with the client on a weekly basis. This is a new and exciting role with a project style feel.

Education

• Framingham State College

  Bachelor's degree, Modern Languages

  2003

Skills

• Operational Risk Management
• Investments
• Mutual Funds
• Risk Management
• Business Analysis
• Process Improvement
• Equities
• Fund Accounting
• Management
• Financial Risk
• Securities
• Middle Office
• Fund Administration
• Financial Services
• Business Process Improvement
• Auditing
• Trading
• Anti Money Laundering
• Foreign Currency Transactions
• Staff Management
• Business Transformation
• Fixed Income