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