Jonathan Whitcomb

Jonathan Whitcomb

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  • Timeline

  • About me

    Vice President at Bank of America

  • Education

    • St. John's University, The Peter J. Tobin College of Business

      2010 - 2014
      Bachelor of Science (BS) Management 3.61

      Activities and Societies: Discover the World Program - Fall 2012 Dual Minor: Environmental Studies & International Studies

    • St. John's University

      2019 - 2021
      Master 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 2015
      • Assistant Manager

        Jul 2012 - May 2014
      • Summer Marketing Associate

        May 2012 - Sept 2012
    • St. John's University

      Apr 2013 - May 2014
      Sustainability 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 2017
      Trade 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 2022

      Prime Brokerage Margin

      • Assistant Vice President

        Feb 2020 - Jan 2022
      • Prime Brokerage Analyst

        Sept 2017 - Jan 2020
    • Bank of America

      Feb 2022 - now
      Vice President

      Prime Services Collateral & Margin

  • Licenses & Certifications

    • Series 7

      FINRA
    • Series 3

      National Futures Association
      Mar 2016
    • Series 34

      National Futures Association
      Mar 2016
  • Honors & Awards

    • Awarded to Jonathan Whitcomb
      2012 Faculty Award For Excellence In Business - Apr 2012
    • Awarded to Jonathan Whitcomb
      Deans List 2011-2014 -