Paul Joseph, ASM, PMP, MBA
5.0
(6)
Studied at Villanova University
Worked at Davies
Successful clients at
Not currently taking new clients
Work Experience
Partner
Davies
January 2023 - November 2024
∙ Service delivery engagements with Capital Market clients including Scotiabank, BBVA and Millennium Advisors ∙ Worked closely with TCS BaNCS team during an implementation program ∙ Utilize diplomacy and negotiation skills to establish trusting relationships to bridge the communication gap between teams (Ex. Business, operations, and technology) ∙ Ensure project deliverables met objectives through stakeholder alignment and the practical application of operations experience, project management knowledge and tools ∙ Actively supported colleagues’ development through knowledge sharing and providing suggestions for improvement in a constructive and open feedback culture ∙ Maximize meeting performance by ensuring equal participation while regulating and harmonizing participant behavior to reduce tension and promote an inclusive environment
President
PKJ Consulting LLC
November 2021 - Present
helped me get this job • Available for work on full-time (W2) and C2C roles as of March 31, 2025 • Currently trading equity derivatives for brokerage and retirement accounts • Worked at BMO (Bank of Montreal) on a Corp-to-Corp contract helping set-up a new US Prime Broker business • Project Manager for Mandatory Corporate Action automation from XSP to Swap1 (Event Types included: Stock Split, Spinoff, Reverse Split, Stock Merger, Cash Merger, Cash&Stock Merger, and Stock Dividend) • Led workstreams for Corporate Actions, Clearing and Settlements • Worked at Citibank on a Corp-to-Corp contract basis coordinating day-to-day activities for Annapurna program • Leveraged Corporate Actions background to do a deep dive analysis of Balance Sheet Exposure at Citi • Ensured creation and signoff of program plan and charter, benefits management plan, stakeholder management plan, acceptance plan, and central program issue log • Ensured program plans meet business needs as described in the program initiation documents • Ensured all stakeholders are identified and included in scope definition activities • Ensured stakeholders understand the program schedule and key milestones • Ensured program stakeholders receive schedule status regularly • Ensured funding has been approved for the program • Ensured all areas of the program are appropriately staffed • Ensured program commitment from those assigning resources • Exercised shared responsibility for budget, policy formulation and planning
Senior Vice President
BNY Mellon
September 2015 - October 2021
• Program manager for enterprise-wide tax compliance overseeing project managers from Wealth Management, Asset Servicing, Pershing • Scrum Master for Blue Prism Robotics Development (RPA) automation projects • Manage Big 4 consulting team and LOB’s work on FATCA, 305(c), 871(m), R&D Tax, and 1446(f) • Manage BNY Mellon Legal Entity compliance with requirements for IGA Reporting, FATCA and CRS • Thoughtfully defines scope and solutions while anticipating business issues and operational risk • Utilize emotional intelligence, diplomacy, and negotiation skills to establish trusting relationships to bridge the communication gap between teams (Ex. Business units, operations and technology) • Maximize meeting performance by ensuring equal participation while regulating and harmonizing participant behavior to reduce tension and promote an inclusive environment • Foster a high performance environment by communicating vison, values, and business strategy • Proactively identifies risks, proposing solutions with sound and balanced judgment • Business Recovery Coordinator for Corporate Tax team • Develop clear and concise documentation and presentations catered to the consumer / audience • Ensure project deliverables meet objectives through stakeholder alignment and practical application of project management knowledge and tools • Hold project teams accountable for delivery (milestones, artifacts, sign-off, etc.) • Help evaluate vendor offerings, conducting build-buy-partner analysis, negotiating contracts, integrating, and managing relationships • Conduct lessons learnt on each project or program post deployment • Aid in creating an "audit ready" environment by strengthening key controls and ensuring robust documentation and reporting • Interviewed prospective candidates for Finance Summer Analyst Program • Influence without direct control and demonstrate developed decision-making capability
Senior Project Manager
Prospect33
August 2014 - September 2015
• On-site at Deutsche Bank coordinating and implementing project management governance for overall regulatory tax compliance (including FATCA, NRA, and US Backup) • Managed 12-person teams’ in-depth analysis of legacy processes, identification of deficiencies, and proposal of solutions for remediation and go forward day-to-day operations (RTB) • Partnered with staff across Tax Operations, Technology, PMO, Group Tax, and Client Onboarding • Helped create policies and procedures governing program execution and accountability
Vice President
BNY Mellon
February 2013 - August 2014
• Managed 9-person team (Big 4 and FTE) working on programs within the Corporate PMO • Established enterprise wide governance structure for Volcker Compliance program leading project managers from Legal, Compliance, Corporate Treasury, Investment Management and Global Markets • Business program manager for Broker Dealer Services FATCA compliance and NRA tax review • Managed bank’s distressed dealer simulation with oversight from the Federal Reserve • Provided in-depth, sophisticated analysis with interpretive thinking to question SMEs in order to define problems and develop innovative solutions that satisfy business needs • Bridged the communication gap between business units and technology groups in order to implement efficient architectural and technological solutions • Leveraged strong networking and diplomacy skills to bring different opinions, collaboratively, to consensus to deliver optimal solutions • Interfaced with senior management and internal stakeholders across the organization • Balanced attention to detail with swift execution
Education
Villanova University
Agile Scrum Master Certification, Agile Project Management
2019 - 2020
Grade: 4.0
Rutgers University, Camden
Master of Business Administration (M.B.A.)
2012 - 2014
Grade: 3.82 Graduated with Honors
6 Reviews
Overall Rating
5.0
Paul has helped clients get into these companies: