
Allison Charest

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About me
Senior Vice President @ BNY Mellon | Client Service Delivery
Education

Saint Michael's College
2000 - 2004Bachelor of Science - BS Business Administration and Management, General
Experience

BNY Mellon
Oct 2004 - nowManaging global utility comprised of 50 associates, supporting client onboarding, asset events, and reconciliation for multi asset, multi currency accounting portfolios. Participating in multiple projects centered around automation and enhancing operations control environment. Project Manager developing Regulatory Reporting solutions in accordance with US GAAP and FASB for the variety of Corporate, Government, not for profit, and non-registered funds that BNYM supports. Managed a team of 16 people supporting a client base of Financial Institution clients in valuation and audit support of their non registered fund space. Experience with cash processing, ERISA, accounting, reporting and fund valuation.
Group Manager
Apr 2019 - nowVice President - Project Manager
Nov 2013 - Apr 2019Vice President - Unit Manager
Aug 2010 - Nov 2013Supervisor
Jun 2007 - Aug 2010Specialist
Oct 2004 - Jun 2007
Licenses & Certifications
- View certificate

Ethics in the Age of Generative AI
LinkedInJan 2025 - View certificate

Agile: It's Not Just for Software
LinkedInMar 2024 - View certificate

Learning Microsoft 365 Copilot
LinkedInMar 2024 - View certificate

Building Business Relationships
LinkedInMar 2024 - View certificate

Getting Started with Power BI
LinkedInMar 2024 - View certificate

Professional Networking
LinkedInMar 2024 - View certificate

Data Visualization: Storytelling
LinkedInMar 2024
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