1. Kenneth A. Greene
Kenneth.greene01@yahoo.com
41 Cressida Drive
Old Bridge, New Jersey 08857
(732) 754-7925
Work Experience:
Pershing LLC, a BNY Mellon Company
Vice President/Manager Global Client Relationships Account Management Group 1998-2016
• Provide domestic and international broker dealers with trade execution, clearing, custody, and prime brokerage
• Responsible for managing a team of Account Managers representing fifty to seventy million dollars in annual
revenues
• Created an institutional Account Management team consisting of hiring and documenting policies and procedures
• Lead career development discussions for team members
• Assisted with defining the roles and responsibilities of the Introduced Prime Account Management in support of
segment growth
• Coordinated the successful rollout and client adoption of numerous Pershing system enhancements
• Product/System owner for Pershing’s Compliance System Actimize, monthly Client Statement processing and the
Rule 4311 Annual Regulatory mailing
Pershing LLC, a Credit Suisse First Boston Company
Account Manager National Customers Account Management Group 1995-1998
• Fostered and maintained client relationships by providing both tactical and strategic support to broker dealers
representing twenty five million dollars in annual revenues
• Assisted clients with navigating the service model as well as supporting escalated operational issues
• Successfully attracted incremental revenue opportunities by consulting with key client stakeholders to gain an
understanding of their business strategy and leveraging Pershing’s product and service suite to create a business
plan
• Educated clients on systems and reports
Bear Stearns Securities Corporation
Vice President Global Client Relationships Account Management Group 1992-1995
• Fostered and maintained client relationships by providing both tactical and strategic support to broker dealers
representing twenty five million dollars in annual revenues
• Assisted clients with navigating the service model as well as supporting escalated operational issues
• Attracted incremental revenue opportunities by consulting with key client stakeholders to gain an understanding of
their business strategy and leveraging Bear Stearns product and service suite to create a business plan
• Educated clients on systems and reports
Wertheim Schroeder & Company
Account Manager 1991-1992
• Fostered and maintained client relationships by providing in-depth support through problem solving in a timely and
effective manner
• Assisted with coordinating new client transitions
• Interacted with clients related to credit issues and general inquires
Jesup, Josephthal & Company, Inc.
Assistant Vice President Client Services 1987-1991
• Responsible for managing assigned client relationships
• Coordinated the seamless transitions of new clients
• Assisted Relationship Managers with soliciting prospective clients
Regional Office Manager Los Angeles, California 1985-1987
• Relocated to California to manage the entire West Coast operation
Supervisor Margin Department 1982-1985
• Managed a team of associates responsible for maintaining equity requirements for customer accounts in accordance
with the Federal Reserve, NYSE, and house requirements
Education:
Fairfield University, Bachelor of Science Finance Fairfield CT
Licenses: FINRA Series: 7, 24, 63, & 99