Eric Sumanaru

Experience

• 

  PUMA Group

  Nov 2010 - Apr 2011

  Sales Associate
• 

  Ralph Lauren

  Jul 2012 - Feb 2013

  Sales Associate
• 

  Charter School Advisors

  May 2014 - Aug 2014

  Finance Intern
• 

  Broadridge

  Jul 2015 - Dec 2015

  Corporate Action Agent
• 

  UBS

  Dec 2015 - Apr 2016

  Client Service Associate
• 

  Morgan Stanley

  Apr 2016 - Sept 2021

  • Delivered best-in-class product service and support to Cash Management Specialists and Private Bankers to help drive engagement with cash management products and services among Financial Advisors and Clients.• Identified underlying issues with Cash Management products, and relayed feedback to Product Managers for remediation and potential future enhancements.• Responsible for analyzing data, developing individualized reports, and creating decks for Senior Management.• Developed Tableau Dashboard to integrate and visualize Cash Management Product Support Desk data.• Trained multiple FA Teams for Bill Pay Concierge Pilot that launched in Q4 of 2018. Show less • Reviewed and analyzed high net worth clients' loan applications to ensure proper documentation for Portfolio Loan Account to Liquidity Access Line conversion.• Examined client brokerage accounts, created journals, and completed complex transactions to open client accounts using current data analysis.• Executed due diligence while underwriting securities-based loans, during loan origination and booking, to ensure clients' eligibility and compliance with corporate policies.• Manually opened hundreds of LAL accounts that failed initial systemic opening.• Trained 11 new hires in the process of manual account opening. Show less

  • Assistant Vice President - Associate Private Banker

    Jun 2019 - Sept 2021

  • Cash Management Product Support Associate

    Aug 2017 - Jun 2019

  • Operations Analyst

    Apr 2016 - Aug 2017
• 

  J.P. Morgan

  Oct 2021 - Apr 2023

  • Executive Director

    Jan 2023 - Apr 2023

  • Vice President - Lending Specialist

    Oct 2021 - Jan 2023
• 

  RBC Wealth Management

  Apr 2023 - now

  Wealth Management Banker