Rafael Morilla

About Rafael Morilla

Personal Statement What drives me? In one word – People, a company’s greatest asset. Because of this, I have a strong passion and commitment to push forward the vision of BNY Mellon’s diversity and inclusion strategy. Since becoming an active ambassador of our E / BRG’s, I have strived to lead from my seat and help accelerate this vision. I believe having diverse talent ultimately trickles down to how we perform as a company and allows us to provide the best service to our clients. I want to see our firm continue to provide meaningful results that positively impact both the client experience and employees experience,

Experience

1. Vice President

   BNY

   Jun 2009 — Present · New York, NY, US

   Alternative Investment Services | Specialist Relationship Manager | Vice President June 2009 to Present• Responsible for maintaining excellent BNY Mellon AIS Client Service Deliverable standards for a group of Mid-Tier clients that generate significant revenue to the division.• Monitor and analyze capital and operating budgets, including monthly financial analyses, monthly forecasting, annual planning, cash forecasting, and ad hoc business. Guide financial decisions by establishing, monitoring and enforcing policies and procedures• Ensure adequate procedures and controls are in place for all processes in order to minimize any potential risk.• Drive asset conversion process, including documentation, receipt and delivery of custody positions and cash for both inbound and outbound transitions• Host Client calls to review and discuss results of monthly report cards.• Provide ongoing support to clients regarding evolving regulatory reporting requirements related to Tax Lot Methodology.• Review and distribute client invoices on a timely basis as well as owning the collection efforts for past due invoices. • Serve as escalation contact to clients on all custody inquiries.• Interface with sub custodians to open new client accounts.• Special Project: Managed the KYC conversion from PNC-GIS to BNY Mellon.

Education

• Kean University

  Bachelor of Science, Accounting/Finance May 1985, Business Administration and Management, General

  1980 — 1985