Joseph Roman Email
Senior Vice President @ BNY Pershing
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Joseph Roman Location
- Orlando, FL, US
Joseph Roman Work
- Senior Vice President @ (February 2025 - Present)
- Product Owner - Core Clearance @ (September 2024 - February 2025)
- Vice President - Global System Support @ (May 2022 - September 2024)
- Team Lead Supervisor - Margin Firm Trading @ (January 2019 - May 2022)
- Sr. Margin Firm Trading Associate @ (March 2017 - January 2019)
- Mutual Fund Accountant @ (March 2015 - March 2017)
- Account Manager @ Barnes & Barnes MD (January 2014 - March 2015)
- Investment Sales- Commercial Real Estate Research Intern @ (July 2013 - August 2013)
Joseph Roman Education
- Saint Leo University
Master of Business Administration (MBA)
2016-2019 - University of Central Florida
Bachelor's Degree (Finance, General)
2008-2013 - Universidad de Alcalá
Study Abroad Program (Spanish Language and Literature)
2012-2012
Joseph Roman Skills
- Large Language Models (LLM)
- Prompt Engineering
- ChatGPT
- Product Requirements
- Product Leadership
- User Experience (UX)
- Team Leadership
- User Interface Design
- Presentation Skills
- Analytical Skills
- Jira
- Scrum
- Anti-Money Laundering
- U.S. Office of Foreign Assets Control (OFAC)
- Trade Settlements
- Resiliency
- Project Coordination
- Process Improvement
- Agile Methodologies
- Large Projects
- Fund Accounting
- Strategic Thinking
- Change Management
- Attention to Detail
- Scaled Agile Framework
- Agile Leadership
- Agile Testing
- Process Automation
- Microsoft Word
- Budgets
- PowerPoint
- Microsoft Office
- Microsoft Excel
- Public Speaking
- Research
- Community Outreach
- Customer Service
- Social Media
- Leadership
- Time Management
- UiPath
- Robotic Process Automation (RPA)
- Management
Joseph Roman Summary
- Joseph Roman, based in Orlando, FL, US, is currently a Senior Vice President at BNY Pershing. Joseph Roman brings experience from previous roles at BNY Pershing, BNY Mellon | Pershing and Pershing, a BNY Mellon company. Joseph Roman holds a 2016 - 2019 Master of Business Administration (MBA) @ Saint Leo University. With a robust skill set that includes Large Language Models (LLM), Prompt Engineering, ChatGPT, Product Requirements, Product Leadership and more. Joseph Roman has 2 emails on RocketReach.
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