William Robalino

William Robalino

Managing Director - CFO, Global Markets

Greater New York City Area
Financial Services

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William Robalino's Overview


500+ connections


William Robalino's Summary

CFO of Global Markets at BNY Mellon: 2013 - Present
Responsible for:
* Leading and implementing a global budget process.
* Manage the monthly global forecast.
* Develop a Capital Plan plan with key stakeholders on a yearly basis
* Provide business analysis of revenues and expenses on a monthly and quarterly basis to Business Heads, Senior Finance Management and Global Markets CEO.
* Leverage various metrics: such as RoA, RoRWA, Turnover, Aging, and other efficiency metrics
* Lead a global team covering EMEA, APAC and the US

CFO Rates America at UBS
Responsible for:
* All product control responsibilities. Leveraging Greeks and Market data to explain daily, monthly and quarterly revenue results.
* Led various Global off-shore and efficiency projects, earning my Six Sigma Green Belt in the process.
* Hired, developed and managed a team of 26 people covering all rate products: FX, Governments, Financing, Derivatives, Commodities.

In a corporate citizen and volunteer capacity:
* President of ALPFA NY: 2011 - Present
* NABA's Corporate Advisory Board: 2011 - 2013
* St. Peter's Prep Board of Trustees: 2006 to 2011

In recognition of my leadership and service to the community I was awarded the following:
* UBS’ Global CFO Leadership Award
* ALPFA’s Outstanding Service Award
* NABA's Presidential Leadership and Excellence Award
* Featured in Hispanic Executive Magazine for my diversity work at UBS and in the community: http://hispanicexecutive.com/2012/ubs/

William Robalino's Experience

Managing Director

BNY Mellon

Public Company; 10,001+ employees; BK; Financial Services industry

July 2013Present (1 year 3 months) Greater New York City Area

Direct the division’s financial planning and analysis globally covering derivatives, foreign exchange and capital markets across EMEA, APAC and the America. Responsible for the divisions, planning, forecast and capital plan; providing value add reporting on financials by region, line of business and product.

Executive Director

UBS Investment Bank

Public Company; 10,001+ employees; UBS; Investment Banking industry

June 2007July 2013 (6 years 2 months) Stamford, Conn.

Lead the controller’s functions as a guardian of the firm’s assets through supervisory control oversight, accurate global financial reporting and strategic business unit partnering, leveraging best practices in, management, accounting and regulatory requirements.

Vice President

Lehman Brothers

Public Company; 10,001+ employees; LEH; Capital Markets industry

19962006 (10 years)

Vice President

Lehman Brothers- Japan

Public Company; 10,001+ employees; LEH; Capital Markets industry

19972001 (4 years)


J.P. Morgan

Public Company; 10,001+ employees; JPM; Financial Services industry

19931997 (4 years)

William Robalino's Volunteer Experience & Causes

  • Volunteer Experience

    • President

      ALPFA New York:
      • Education
      October 2011 present (3 years)

      MISSION: Empowers and Develops Latino Men and Women into Leaders of Character for the Nation in every sector of the American Economy.

      Helped grow the chapter to the largest in the country, with over 3,000 members. Expanded our corporate partnerships and University footprint. Enhanced our programming to include but not limited to, ALPFA Law, Insurance, Wealth Management, C-Suite Programming (Power Breakfasts and Corporate Board Exposure)

    • Corporate Adivsory Board Member

      NABA NY
      • Education
      January 2011 present (3 years 9 months)
    • Trustree

      St. Peter's Prep
      • Education
      May 2006 May 2011 (5 years 1 month)
    • Chief Financial Officer

      ALPFA New York
      • Education
      October 2010 October 2011 (1 year 1 month)
    • Mentor

      Sponsors for Educational Opportunity
      • Education
      June 2010 present (4 years 4 months)
  • Volunteer Interests

    • Causes I care about:

      • Economic Empowerment
      • Education
      • Health
      • Politics
    • Organizations I support:

      • Sponsors for Educational Opportunity
      • National association of bl
      • Hispanic Federation
      • Hispanic Scholarship Fund
      • Saint Peter's Preparatory School

William Robalino's Certifications

  • Series 99

    • FINRA
    • March 2012
  • Six Sigma Green Belt

    • February 2012

William Robalino's Honors and Awards

  • UBS’ Global CFO Leadership

    • January 2012
  • ALPFA’s Outstanding Service Award

    ALPFA National
    • August 2012
  • ALPFA NY Outstanding Chapter

    ALPFA National
    • August 2012
  • NABA's Presidential Leadership and Excellence Award

    National Association of Black Accountants
    • May 2012
  • Featured in Hispanic Executive Magazine

    Hispanic Executive Magazine
    • October 2012

William Robalino's Projects

  • Smooth Off-Shore Migration

    • March 2010 to December 2011
    Team Members: William Robalino, My Directs.
  • Latinas Con Vision

    • July 2013 to Present
    Team Members: William Robalino, Yai Vargas, Jessenia Francisco, Cristian B. Palma, Shirley Acevedo Buontempo, Dana Galin, Nadia Torres, will

    An evening with Latina leaders in partnership with Women of ALPFA.
    Passion can drive success in both professional and philanthropic endeavors. Women naturally network but how can you use this innate ability to leverage your relationships to drive your career. How are women forging their ideas into businesses and impacting their communities? Join us as we hear our panel discuss how you can turn your passion into a career or business and further contribute by mentoring women to do the same.

William Robalino's Languages

  • Spanish

William Robalino's Skills & Expertise

  1. Fixed Income
  2. Finance
  3. FX Options
  4. Investment Banking
  5. Leadership Development
  6. Derivatives
  7. Accounting
  8. Change Management
  9. Team Leadership
  10. Fundraising
  11. Management
  12. Capital Markets
  13. Equities
  14. Leadership
  15. Hedge Funds
  16. Bloomberg
  17. Risk Management
  18. Financial Modeling
  19. Valuation
  20. Performance Management
  21. Competitive Analysis
  22. Financial Risk
  23. Commodity
  24. Equity Derivatives
  25. Product Control
  26. Business Analysis
  27. Corporate Finance
  28. Financial Analysis
  29. Interest Rate Derivatives
  30. Credit Derivatives
  31. Structured Products
  32. Auditing
  33. FX
  34. Bonds
  35. Emerging Markets
  36. Financial Reporting
  37. Private Equity
  38. Portfolio Management
  39. Mergers & Acquisitions
  40. Rates
  41. Trading
  42. Managing Start-ups
  43. Turn Around Management
  44. Business Planning
  45. Forecasting
  46. Expense Management
  47. Structured Finance
  48. Financial Markets
  49. Alternative Investments

View All (49) Skills View Fewer Skills

William Robalino's Education

New York University - Leonard N. Stern School of Business

MBA, Finance & Management


Pace University

BBA, Public Accounting


St. Peter's Prep


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