Paul Joseph, ASM, PMP, MBA
5.0
(6)
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Studied at Villanova University
Worked at Davies
Successful clients at
Not currently taking new clients
Paul’s Career Coaching Qualifications
Coaches professionally
Experience level: Executive
60+ people coached for Career Coaching
Paul has helped clients get into these companies:
I have been helping college students and professionals throughout my life. I give advice on updating resumes, access to my network, make introductions, and help people take their 1st step or their next step in their career.
Paul can help with:
AI Automation
AI Fundamentals
AI Outreach
AI-Powered Job Search
Career Planning
Cover Letters
Freelancing
General Exploration
Interview Prep
Job Search Strategies
Leadership
Networking Strategy
Personal Branding
Professional Networking
Resume Review
Salary Negotiation
Skill Building
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: