Anthony Puricelli

Anthony Puricelli

Corporate Accountant

Followers of Anthony Puricelli373 followers
location of Anthony PuricelliMorganville, New Jersey, United States

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  • Timeline

  • About me

    Operations Manager at Thrivent

  • Education

    • LaGuardia Community College

      -
      Associate's degree Accounting
    • Pace University

      -
      Bachelor's degree Accounting
    • Pace University

      -
      Master of Business Administration - MBA Finance, General
  • Experience

    • Alcoa

      Jan 1981 - Jan 1986
      Corporate Accountant
    • S.G. Warburg Securities SA

      Jan 1987 - Jan 1994
      Financial Reporting Analyst
    • Jefferies

      Jan 1994 - Jan 1996
      Assistant Treasurer and Cash Desk Manager
    • NatWest

      Jan 1997 - Jan 1998
      Vice President and Cash Manager

      Manager, Cash Desk and Treasury OperationsBought by Deutsche Bank

    • Deutsche Bank

      Jan 1998 - Jan 2018

      Traded the daily financing of the equities book managing the associated liquidity, balance sheet and risk. Managed secured and unsecured financing of both the broker-dealer and affiliate companies. Participated in all weekly Fed Regulator calls and related reporting. Worked with Securities Lending on increasing collateral swaps and non-cash financing. Multiple special projects. • Expanded collateral upgrades and repo lines reducing unsecured borrowings. • Managed investments, money markets and deposits (including 15c3-3).• Expanded the use of idle assets in the daily financing. Show less Built and managed a full-service multi-currency cash management operation which covered all operational financing after the purchase of NatWest Securities. Managed daily cash operations, settlements, reconciliations and the associated risks and controls supporting the business. Managed a total of fourteen employees and three supervisors. Numerous ongoing projects.• Expanded bank relations, agent financing, secured financing on a bilateral and tri-party basis, unsecured financing, FX and currencies, letters of credit and wire payments following explosive business growth. • Assisted in developing and installing a complete money trading ticketing platform from trade request through bank settlement. (Kondor / Reuters) • Developed blueprint for nostro management and intercompany funding process to facilitate the broker dealer and affiliate asset financing. This included margin requirements. (Blueprint for GCMS and Omnibus funding) • Expanded use of US Treasuries, 15c3-3 Investments and Money Market Investments. Show less

      • Director Financial Resources Management - Prime Finance

        Jan 2009 - Jan 2018
      • Director Fixed Income and Money Market Trading

        Jan 2006 - Jan 2009
      • Director Cash Management and Treasury Operations

        Jan 1998 - Jan 2006
    • Thrivent - Crane Financial Group

      Jan 2019 - now
      Office Operations Manager and Client Services

      Fully Licensed Office Professional running daily client prep, brokerage reviews, client service and office operations.

  • Licenses & Certifications

    • FINRA Licenses 7, 63 and 65

      FINRA (Financial Industry Regulatory Authority)
      Jan 2005
    • Financial Risk Management Certificate

      NYU Stern School of Business
      Jan 1994
    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      State of New Jersey
      Oct 2020
    • CCM

      Association for Financial Professionals
      Jan 1995
  • Volunteer Experience

    • Treasurer, Board Member

      Issued by Lutheran Church of the Good Shepherd on Jan 2009
      Lutheran Church of the Good ShepherdAssociated with Anthony Puricelli
    • Vice Chair of Finance, Battleground District

      Issued by Boy Scouts of America on Jan 2014
      Boy Scouts of AmericaAssociated with Anthony Puricelli
    • Childrens Music Director

      Issued by Lutheran Church of the Good Shepherd on Jan 2008
      Lutheran Church of the Good ShepherdAssociated with Anthony Puricelli