ROBERT MASIELLO 36 Cathedral Drive ~ Attleboro, MA 02703 ~ 508-222-0869 ~ rm1311560@westp ost.

net

FINANCIAL OPERATIONS PROFESSIONAL Accomplished and seasoned professional with solid and progressive experience in all facets of accounting and financial functions within organizations. Highly sk illed in effectively collaborating with all members of the organization to achie ve business and financial objectives. Adept in streamlining financial processes, enhancing productivity levels, and implementing technology solutions. Comprehen sive background in providing middle office and client service support. CORE COMPETENCIES * Accounting & Finance * Financial Reporting * Financial Analysis * Cash Management * Technology Enhancements * Asset Management * Financial Services * Trust Operations * Financial Operations * P&L Management * Process Improvement * Middle Office Operations PROFESSIONAL BACKGROUND BANK OF AMERICA, Boston, MA (2008 - 2009) Benefit Account Review Specialist * Led efforts to review and verify system produced institutional, fiduciary inte rim, and annual statements for correct coding of cash flows, accuracy of accrued income, interest/dividends, and corporate action postings. * Researched and reconciled out-of-balance pension plans that prevented losses t o the bank and plan participants at year end. * Identified financial discrepancies and errors that resulted in upgrades in fun ctionality and cleaner audits. US TRUST COMPANY, Boston, MA (2005 - 2008) Operations Analyst * Played a key role in the design, testing, and implementation of the automated customer account transfer system that significantly increased the bank's share o f assets under management. * Created and adhered to departmental procedures for asset transfers. * Coached and mentored the team in performing at optimal levels. * Delivered superior level of service to clients and enhanced retention. * Communicated with brokers, contra brokers, and money managers to ensure a smoo th transfer of client assets and cash. FIDELITY INVESTMENTS, Smithfield, RI (1996 - 2005) Senior Service Specialist (2004 - 2005) * Pioneered the development and implementation of strategies that enhanced group and individual performance associated with customer satisfaction. * Conducted research and identified emerging trends. * Introduced technology enhancements and process improvements that improved data integrity. * Researched and resolved issues in a timely manner. Senior Operations Analyst (2000 - 2004) * Led the operations team in the initiation and follow-up of asset transfer requ

ests for correspondent and advisor clientele. * Established a quality control process that eliminated errors and improved clie nt retention. * Spearheaded efforts to streamline the asset transfer process by instituting po licies and procedures for internal and external utilization. * Supervised and mentored the 5-member team in daily job activities. Senior Cost Basis Accounting Analyst (1998 - 2000) * Provided leadership and direction to the tax lot accounting team in delivering account history reconstruction to high net worth clients being audited, which r educed fines and penalties for clients. * Enhanced work flow processes by participating in various departmental initiati ves. * Additional tenure within Fidelity Investments includes High Net-Worth Resoluti on Specialist. Early Career: Customer Service Specialist - International Paper Company, Walpole, MA AWARDS Quality King Award Achieving Consistent Excellence (ACE) Award Several On the Spot Awards Partnership Recognition Award EDUCATION Bachelor of Arts, Advertising and Public Relations Emerson College, Boston, MA TECHNICAL SKILLS Microsoft Word, Excel, FBSI, Xtrac, Vista, DART, Automated Customer Account Tran sfer System (ACAT)