1. Dasha Dyomkina-Reece, CFA
330 E 39st, Apt 26A, New York, NY, 10016 |917-697-6896 |dasha.reece@gmail.com
SUMMARY
Finance professional with six years of experience in wealth management and cash/securities services. Led efforts
across enterprise-wide programs, business divestitures and regulatory initiatives; extensive experience in client and
financial advisor communications, data analytics and executive level reporting. Proven to be a quick learner, with ability
to handle in parallel multiple effort-intensive initiatives and navigate complex organization to drive deliverables.
PROFESSIONAL EXPERIENCE
BANKOF AMERICAMERRILLLYNCH New York, NY/ London, UK
Global Banking and Markets, COO May 2015 -Present
BankingServices Management, Associate
• Partnered with line of business,third party and Legal to launch a securities lending program, which allows institutional clients
to increase yield; assessed provider’s capabilities to administer the loans, lending strategies used and potential risks in the
arrangement (e.g.counterparty, market, operational)
• Managed relationships with third party banks that provide cash/securities services to BAML, driving resolution of the
relationship level issues; worked with stakeholders to put in place required contractual documentation for the services
• Sourced credit lines for Merrill Lynch Commodities Inc., together with the line of business, Treasury and Legal negotiated terms
of the LCs and managed credit line capacity for the entity across the issuing banks
• Led effort to improve process for handling AML/KYC due diligence on BAML as client of third parties for cash/securities services
• Put in place Power of Attorney documentation with number of third party banks across multiple markets, giving authority to the
bankto proxy vote on behalf of BAML client
• Conducted review of existing cross-border sales practices and guidelines; together with Compliance, line of business and Legal,
implemented tighter controls around cross-border sales activities to mitigate the risk to the firm
Global Wealth and Investment Management, COO July 2011 - April 2015
Global Client Segment, Assistant VicePresident
• Prepared value proposition on strategic priorities of the Global Client Segment,with focus on delivering one company through
Goals Based Wealth Management tointernational clients serviced by U.S. based financial advisors
• Coordinated efforts across lines of business and Operations to execute on the client communications
International Credit andBanking, AssistantVicePresident
• Lead communication efforts for a project focused on optimizing credit and banking solutions available to clients across Merrill
Lynch InternationalBank (MLIB) and Merrill Lynch Bank and Trust Company (Cayman)(MLBTC)
• Produced and executed on client and financial advisor communications on product capabilities available as result of
optimization efforts, how solutions fit into product offering and additionalcapabilities clients can take advantage of
• Established processes, routines and managed stakeholder engagement to exit relationships that could not be serviced by MLBTC
International Wealth Management Divestiture, AssistantVicePresident
• Conducted due diligence on the dealto divest international wealth management business worth $92B in AuM to Julius Baer
• Prepared monthly divestment progress presentations for OCC, FRB, FCA and CBI
• Developed a comprehensive guide for clients and financial advisors with information on the transfer of the business to Julius
Baer, including trading/investment restrictions across asset classes and impact to product offering across platforms
• Supported a team of financial advisors in UK,driving client conversations on complex and non-transferrable positions and
actions required to unwind and close out positions
“NewBAC” Initiative, Analyst
• Assisted with driving execution across GWIM of an enterprise-wide initiative with a goal to deliver a customer-focused strategy
by increasing business efficiency and driving revenue and cost reduction opportunities
• Worked with each line of business to assess projects for feasibility, P&L impact and timelines for implementation; tracked
deliverables and prepared executive level presentations on the execution progress
International Wealth Management Business Strategy andExecution, Analyst
• Managed InternationalProduct Approval Committee; coordinated efforts to review and approve new product launches
• Assisted with streamlining account opening process, producing metrics dashboard and identifying process inefficiencies
SUNTRUST BANK Orlando, FL
Enterprise Information Services, COO June 2010 - June 2011
BankingOperations, Analyst
• Tracked and helped drive resolution of various audit/risk initiatives across Online Solutions, Banking Operations and Finance
EDUCATION / CERTIFICATIONS
UNIVERSITY OF FLORIDA May 2011
Bachelor of Science in Finance, Bachelor of Arts in Political Science
GPA: 3.63/4.00 | Dean’s List (September ‘07-May ‘11)
Certifications: Chartered Financial Analyst (CFA) Charterholder October 2015
SKILLS / INTERESTS
Completed seven years of music school; Fluent in Russian Lived in Russia, Kazakhstan and Georgia