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Alan Polanco, PMP

Alan Polanco, PMP

Assistant Store Manager

Followers of Alan Polanco, PMP699 followers
location of Alan Polanco, PMPNew York City Metropolitan Area

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  • Timeline

  • About me

    Vice President, Global Sustainable Finance Group COO at Bank of America

  • Education

    • UCLA Anderson School of Management

      2016 - 2017
      Riordan MBA Fellows Program

      Alumni Relations Chair

    • Pace University - Lubin School of Business

      2008 - 2013
      Bachelor of Business Administration (BBA) Accounting and Finance

      Activities and Societies: Pforzheimer Honors College, Business Honors Program, Beta Alpha Psi, ALPFA Graduated magna cum laude. Minored in Economics.

  • Experience

    • Toys R Us

      Oct 2009 - Jan 2010
      Assistant Store Manager

      • Surpassed sales goal by over 30%• Managed 15 employees• Worked 40-55 hour weeks while studying full time

    • United States Census Bureau

      Mar 2010 - May 2010
      Partnership Assistant

      • Analyzed and prepared Census data to help target low-response areas• Coordinated operations attributed to national campaign March to the Mailbox• Contacted local leaders and organizations to provide assistance and garner support

    • Pearson

      Jun 2010 - Aug 2010
      Intern: Financial Control and Reporting

      Responsible for month-end reconciliations, escheatment projects, and reports.

    • Deloitte

      Jan 2011 - Jun 2011
      Tax Intern

      Financial Services Industry: Hedge Funds

    • Goldman Sachs

      Jun 2012 - Mar 2013
      Summer Analyst

      Internal Audit - Securities

    • Goldman Sachs

      Jul 2013 - Sept 2018

      Analyzed processes within the firm's Equities and Prime Services businesses to identify associated core risks and related controls to minimize financial, operational, reputational, legal, regulatory and technology risks. Provided independent assurance by assessing and testing the design and effectiveness of key controls to identify potential gaps. Assisted management with strategies to address any control weaknesses and track their implementation. Managed relationships with management across the firm to continuously monitor for emerging risks and strategize on the department's risk-based audit plan. Show less

      • Associate

        Jan 2017 - Sept 2018

      • Senior Analyst

        Jan 2014 - Dec 2016

      • Analyst

        Jul 2013 - Dec 2014

    • UBS

      Sept 2018 - Jan 2021
      Associate Director

      - Oversaw the end-to-end execution of regulatory stress testing (CCAR/DFAST) and internal capital planning initiatives (ICAAP)- Maintained the project plan (MS Project) for detailed capital and forecasting execution tasks and dependenciesEnsured potential risks and live production issues were identified, mitigated/resolved, escalated promptly- Created planning, production, and post-mortem presentations reported directly to Senior Management- Assessed front-to-back processes to identify opportunities for continued process enhancement and efficiency Show less

    • Bank of America

      Jan 2021 - now
      Vice President

  • Licenses & Certifications

    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Oct 2016
      View certificate certificate

    • Project Management Professional (PMP)

      Project Management Institute
      Jan 2020

  • Honors & Awards

    • Awarded to Alan Polanco, PMP
      Goldman Sachs Scholarship for Excellence Goldman Sachs Dec 2012

  • Volunteer Experience

    • Mentor

      Issued by iMentor on Nov 2014
      iMentorAssociated with Alan Polanco, PMP

    • Selection Committee

      Issued by Ascend Educational Fund on Mar 2015
      Ascend Educational FundAssociated with Alan Polanco, PMP