James Morocco
Physical Education Teacher at Middleboro Public Schools- Claim this Profile
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Bio
Annette Wint
James is an insightful, knowledgeable and industrious leader who is determined to succeed in his business endeavors. I have observed his professionalism as he has worked over the years at JPMorgan, leading teams and providing clear guidance. I would also describe James as a self motivated individual who takes pride in his work and the development of his team. He is results oriented and meticulous in his efforts which has helped him to accomplish a variety of business and personal goals. He is a hard working person who often goes above and beyond to deliver quality service to his clients. He is a seasoned, experienced team lead with strong work ethics which would make him a welcomed addition to any company.
Mike Parrinello, CSM
Jim Morocco is a highly knowledgeable hedge fund professional. Jim is a true professional, diligent and focused, with a "can do" attitude. For the majority of the time I worked with Jim at Navigant, Jim was in a client facing, line investor services operations role where he easily satisfied the requirements of the role. At a client and hedge fund administration unit I am extremely familiar with, Jim has integrated with the team as a BNY Mellon employee and has brought with him exactly the right level of accountability and professionalism to his investor services organization, and will be a great attribute to the team there with his leadership abilities and with his industry operations knowledge. I truly value our professional relationship and continue to consider Jim a "go to" person for industry knowledge on service providers and consulting organizations.
Annette Wint
James is an insightful, knowledgeable and industrious leader who is determined to succeed in his business endeavors. I have observed his professionalism as he has worked over the years at JPMorgan, leading teams and providing clear guidance. I would also describe James as a self motivated individual who takes pride in his work and the development of his team. He is results oriented and meticulous in his efforts which has helped him to accomplish a variety of business and personal goals. He is a hard working person who often goes above and beyond to deliver quality service to his clients. He is a seasoned, experienced team lead with strong work ethics which would make him a welcomed addition to any company.
Mike Parrinello, CSM
Jim Morocco is a highly knowledgeable hedge fund professional. Jim is a true professional, diligent and focused, with a "can do" attitude. For the majority of the time I worked with Jim at Navigant, Jim was in a client facing, line investor services operations role where he easily satisfied the requirements of the role. At a client and hedge fund administration unit I am extremely familiar with, Jim has integrated with the team as a BNY Mellon employee and has brought with him exactly the right level of accountability and professionalism to his investor services organization, and will be a great attribute to the team there with his leadership abilities and with his industry operations knowledge. I truly value our professional relationship and continue to consider Jim a "go to" person for industry knowledge on service providers and consulting organizations.
Annette Wint
James is an insightful, knowledgeable and industrious leader who is determined to succeed in his business endeavors. I have observed his professionalism as he has worked over the years at JPMorgan, leading teams and providing clear guidance. I would also describe James as a self motivated individual who takes pride in his work and the development of his team. He is results oriented and meticulous in his efforts which has helped him to accomplish a variety of business and personal goals. He is a hard working person who often goes above and beyond to deliver quality service to his clients. He is a seasoned, experienced team lead with strong work ethics which would make him a welcomed addition to any company.
Mike Parrinello, CSM
Jim Morocco is a highly knowledgeable hedge fund professional. Jim is a true professional, diligent and focused, with a "can do" attitude. For the majority of the time I worked with Jim at Navigant, Jim was in a client facing, line investor services operations role where he easily satisfied the requirements of the role. At a client and hedge fund administration unit I am extremely familiar with, Jim has integrated with the team as a BNY Mellon employee and has brought with him exactly the right level of accountability and professionalism to his investor services organization, and will be a great attribute to the team there with his leadership abilities and with his industry operations knowledge. I truly value our professional relationship and continue to consider Jim a "go to" person for industry knowledge on service providers and consulting organizations.
Annette Wint
James is an insightful, knowledgeable and industrious leader who is determined to succeed in his business endeavors. I have observed his professionalism as he has worked over the years at JPMorgan, leading teams and providing clear guidance. I would also describe James as a self motivated individual who takes pride in his work and the development of his team. He is results oriented and meticulous in his efforts which has helped him to accomplish a variety of business and personal goals. He is a hard working person who often goes above and beyond to deliver quality service to his clients. He is a seasoned, experienced team lead with strong work ethics which would make him a welcomed addition to any company.
Mike Parrinello, CSM
Jim Morocco is a highly knowledgeable hedge fund professional. Jim is a true professional, diligent and focused, with a "can do" attitude. For the majority of the time I worked with Jim at Navigant, Jim was in a client facing, line investor services operations role where he easily satisfied the requirements of the role. At a client and hedge fund administration unit I am extremely familiar with, Jim has integrated with the team as a BNY Mellon employee and has brought with him exactly the right level of accountability and professionalism to his investor services organization, and will be a great attribute to the team there with his leadership abilities and with his industry operations knowledge. I truly value our professional relationship and continue to consider Jim a "go to" person for industry knowledge on service providers and consulting organizations.
Experience
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Middleboro Public Schools
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United States
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Higher Education
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1 - 100 Employee
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Physical Education Teacher
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May 2019 - Present
Implement physical education curriculum for 6 - 12 grade students. Create and implement daily lesson plans and UBDs for physical education elective courses. Submit grades, process progress reports and quarter end grades. Open space management. Build relationships, provide praise and feedback, and support students in all other academic areas. Coaching: Freshman Girls Volleyball, Middle School Girls Basketball Technical skills: Aspen, Google Classroom, Remind, ‘Character Strong’ curriculum, Family ID, Hudl Show less
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Aliter Investment Services LLC
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United States
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Business Consulting and Services
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1 - 100 Employee
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Consultant
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Apr 2018 - May 2019
Financial services consultant responsible for business strategy, operating model development, and large market changing events including outsourcing and acquisitions • Provide fund accounting operational expertise during six client onboarding phases • Evaluate existing process documents; recommend and implement process improvements • Lead all-hands meetings to communicate key project updates and directives • Mentor and train new hires and junior full time staff Financial services consultant responsible for business strategy, operating model development, and large market changing events including outsourcing and acquisitions • Provide fund accounting operational expertise during six client onboarding phases • Evaluate existing process documents; recommend and implement process improvements • Lead all-hands meetings to communicate key project updates and directives • Mentor and train new hires and junior full time staff
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Twenty1 Consulting, LLC
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East Bridgewater, Massachusetts
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President
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Apr 2018 - May 2019
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State Street
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United States
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Financial Services
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700 & Above Employee
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Director - IFS Investor Services
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Feb 2013 - Mar 2016
Risk conscious investor relations operations manager; delivered key projects including AML/KYC investigation, eFront and MySS system implementation • Managed 21 team members across four global offices • Reviewed account opening/closing, investor maintenance and correspondence distribution • Evaluated and improved control environment and documentation Risk conscious investor relations operations manager; delivered key projects including AML/KYC investigation, eFront and MySS system implementation • Managed 21 team members across four global offices • Reviewed account opening/closing, investor maintenance and correspondence distribution • Evaluated and improved control environment and documentation
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JPMorgan Chase - Hedge Fund Services
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Greater Boston Area
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Vice President - Investor Services
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Oct 2011 - Feb 2013
Committed transfer agency operations manager responsible for site relocation and operating model transformation • Re-engineered operational processes to improve efficiency and scalability • Contributed to sales presentations and attended prospective client meetings • Led North America for technology and operational steering committee Committed transfer agency operations manager responsible for site relocation and operating model transformation • Re-engineered operational processes to improve efficiency and scalability • Contributed to sales presentations and attended prospective client meetings • Led North America for technology and operational steering committee
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BNY Mellon
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United States
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Financial Services
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700 & Above Employee
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Vice President - CAAG Investor Services
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Aug 2010 - Oct 2011
Complex accounting and administration manager responsible for client delivery and investor services operational processing • Oversaw work streams for all new business implementations • Applied a key company document management solution utilized by multiple operational units • Examined system procedures to create efficiencies across multiple departments • Created anti-money laundering process flow and reviewed control assessments • Onsite managing consultant via Navigant Consulting Show less
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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Assistant Vice President - Investor Services/Fund Accounting
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May 2007 - Aug 2010
Fund accounting and transfer agency manager that successfully lead several operations and technology programs, including system implementation and site relocation • Produced and managed all aspect of NAV production and client delivery • Created globally accepted procedures, group policies and operating models • Contributed to the creation and assessment of group control matrix • Increased automation by reviewing and utilizing existing company systems Fund accounting and transfer agency manager that successfully lead several operations and technology programs, including system implementation and site relocation • Produced and managed all aspect of NAV production and client delivery • Created globally accepted procedures, group policies and operating models • Contributed to the creation and assessment of group control matrix • Increased automation by reviewing and utilizing existing company systems
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Education
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1997 - 2001
Fitchburg State University
B.S., Business Management
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