FINANCIAL COACH AND PERSONAL COUNSELOR
Yasmin Cavallo has over 25 years of experience in financial services. She has worked at BNY Mellon Global Institutional Accounting & Risk Solutions Department for over 15 years serving as a project manager within the Private Investment Accounting and Administrative Services Team. Yasmin has held many different positions at BNYMellon such as Unit Manager of a team of 20 in the Global Institutional Accounting Department. Yasmin has experience with the development and implementation of procedures establishing and maintaining relationships with clients, investment managers, record-keepers, and auditors. Yasmin and her team managed both daily and monthly valued funds including limited partnerships, hedge funds, endowments, offshore funds, corporate defined contribution, and defined benefit plans. Yasmin has previously worked as a Branch Manager Officer at the Seaport Credit Union in Salem Massachusetts where she oversaw 10 employees and over $1,000,000 in transactions. At the Credit Union she was focused on membership growth, customer service improvement, and established strong relationships within the Salem Community. Prior to joining the Credit Union, Yasmin worked at State Street Corporation as an Account Manager in the Mutual Fund Custody/Accounting Department. Yasmin has served and volunteered at the Small Business Administration office and in many initiatives such as ESL teacher, taught introduction to computers, financial literacy teacher, mentored and assisted with resume building and job interview preparation for first time job applicants.