
Jonathan Whitcomb

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About me
Vice President at Bank of America
Education

St. John's University, The Peter J. Tobin College of Business
2010 - 2014Bachelor of Science (BS) Management 3.61Activities and Societies: Discover the World Program - Fall 2012 Dual Minor: Environmental Studies & International Studies

St. John's University
2019 - 2021Master of Business Administration - MBA Finance, Real Estate 3.92
Experience

Whitsons Culinary Group
May 2012 - Sept 2015• Provided inventory analysis within ERP systems to better maintain proper inventory levels• Assisted middle & upper management with operational development at new manufacturing facilities• Developed best in class customer service to ensure satisfied clients across all business segments •Communicated with a variety of customers in planning and managing a wide-range in size of catering events •Utilized Salesforce & Net Chef to enhance financial understanding of events & provide financial reconciliations•Engaged with upper management to ensure the proper amount of weekly stock ordering and receiving for events•Provided detailed customer service with clients & vendors to ensure customer satisfaction & repeat business •Job duties included but were not limited too assisting in the development, production, distribution of the companies 2012/2013 school year marketing campaign•Managed the production of 70+ school districts posters and assorted marketing materials •Worked with managers, ensuring that deliveries were made and locations received all required marketing products
Business Operations Analyst
May 2014 - Sept 2015Assistant Manager
Jul 2012 - May 2014Summer Marketing Associate
May 2012 - Sept 2012

St. John's University
Apr 2013 - May 2014Sustainability Coordinator•Key member of team that evaluated inefficient business processes and made sustainability recommendations •Analyzed campus buildings to develop building envelope calculations to determine energy loss & inefficiencies•Created models to track energy consumption & costs to increase sustainability & effectiveness across campus•Accountable for managing multiple sustainability programs & making recommendations for improvements

FXCM
Sept 2015 - Mar 2017Trade Services Analyst• Managed US client trade audit workflow resulting in less than 2% of clients escalating cases to management• Trading specialist for one of the worlds leading FX brokers - with 150,000 clients worldwide• Lead project to deliver branch specific dashboards giving rise to better insight into client trading enquiries • Metricized client FX trade execution data into reports consumable upper-level management• Conducted on-site trade execution training sessions for sales, customer service & support personnel• Coordinated with multiple departments to insure trading issues are investigated and solutions properly implemented Show less

Bank of America Merrill Lynch
Sept 2017 - Jan 2022Prime Brokerage Margin
Assistant Vice President
Feb 2020 - Jan 2022Prime Brokerage Analyst
Sept 2017 - Jan 2020

Bank of America
Feb 2022 - nowVice PresidentPrime Services Collateral & Margin
Licenses & Certifications

Series 7
FINRA
Series 3
National Futures AssociationMar 2016
Series 34
National Futures AssociationMar 2016
Honors & Awards
- Awarded to Jonathan Whitcomb2012 Faculty Award For Excellence In Business - Apr 2012
- Awarded to Jonathan WhitcombDeans List 2011-2014 -
Languages
- enEnglish
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