Bohdan Tashak

Consultant at JP Morgan Chase

Experis•  August 2017 - March 2018

Part of a project team effort for the Private Bank to be more aligned with Global Investment Performance Standards (GIPS). Supported creation of the composites process to be used as a new way of reporting marketing material for multiple discretionary and Advisory strategies. Future products and services will utilize this process as a means of reporting these investment products. 1. Worked with Commentary Authors and Performance Reporting Analysts to compile data for composite creation. 2. Produced, performed quality assurance and published composites employed by the bank. 3. Created process procedure document, excel templates, and various user-tools to better implement and track the process. 4. Monitored production cycle each month from start to finish. Ensured commentary and data were received timely, data was correct, submitted and approved by the Business Approvers, Compliance and Supervisory Management before publishing. 5. Addressed composite inquiries from various teams related to the composite process.

GWIM Operations Analyst

Merrill Lynch•  March 2017 - August 2017

1. Monitored requests for transfer of funds and securities in cash or margin accounts worth up to millions of dollars in total assets. 2. Supported internal service lines by advising the branches with escalations concerning asset transfers and account related activity. Additionally, gated for Private Wealth queues as needed to assist with delicate inquiries from highly affluent clients. 3. Cross-trained on the Federal Fund functions to support domestic and international wire transfers and wire logistics, among other relative processes. 4. Check Decline processor tasked with approving or rejecting all check declines routed into a queue. Responsibilities entailed time management, organization, and prioritization to ensure all declines were processed before batch cutoffs. 5. Participated in scripted software testing (UAT) when enhancements were implemented to identify and record potential errors before the release date. 6. Designated department advocate tasked with scheduling and coordinating career shadow overviews for employees across Banking Brokerage Operations & Client Services (BBO&CS). Co-hosted conference calls that entailed a high-level overview of Margin and Monetary Approvals (MMA), it’s functions, teams, and responsibilities to elected company employees. 7. Comprehensively mentored and trained associates on the Customer Accounting team. 8. Reviewed and made updates to process procedures.

GWIM Operations Analyst

Merrill Lynch•  May 2016 - March 2017

1. Researched, extracted, interpreted and integrated data into and from reports such as Unit Cost, Weekly Bank Payoff, Collateral Calls, Overdraft Critical Items and Loan Management Account call volume for managers across all levels of the business. 2. Monitored Financial Industry Regulatory Authority (FINRA) extension requests to ensure trade details were accurate and extensions were approved. 3. Produced daily Compliance, Violations, Collection and Technical scorecards, and screened them to ensure that the in-house Compliance team took proper action within the appropriate regulatory time-frames. 4. Executed and reported charge-offs on overdrafts that have not been resolved by day 57. 5. Thoroughly educated the incoming associate on vital reports utilized by senior management on the Regulatory Reporting team.

Sr GWIM Operations Rep

Merrill Lynch•  March 2015 - May 2016

1. Monitored requests for transfer of funds and securities in cash or margin accounts worth up to millions of dollars in total assets. 2. Supported internal service lines by advising the branches with escalations concerning asset transfers and account related activity. Additionally, gated for Private Wealth queues as needed to assist with delicate inquiries from highly affluent clients. 3. Cross-trained on the Federal Fund functions to support domestic and international wire transfers and wire logistics, among other relative processes. 4. Check Decline processor tasked with approving or rejecting all check declines routed into a queue. Responsibilities entailed time management, organization, and prioritization to ensure all declines were processed before batch cutoffs.

Berkeley College

Business Administration, BS•  September 2011 - March 2016

Activities and Societies: Navigating Leadership Program (1 of 20), Berkeley College Alumni, Campus Ambassador, Berkeley Student Business Association (BSBA), Programming Board. Volunteer and contributor at campus activities, networking events and fundraisers.