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Dombek
Holmdel, NJ 07733
Tel 732-332-8824: Cell 732-371-0798
Email william.dombek@kirjaycp.com
Objective
To work in a dynamic financial services company helping clients manage investments. To manage client relationships with the ability
to create, drive new business development, expand capabilities while increasing revenues in a growing well respected franchise.
Work Experience
KirJay Capital Partners, LLC CEO / Managing Partner
Managing investments across multiple asset classes, including private equity, real estate, lending and credit strategies.
Designed Model that changed how security servicing businesses treat and manage the gathering of assets.
Started in Corporate Trust (2005) managing $30 Billion, expanded coverage to seven business lines (2010)
managing $650 Billion.
Managed a global staff of Relationship Managers, Sales, Product Managers and Analysts in London, Hong Kong
and multiple US locations. Expanding the group from one to sixteen individuals.
Appointed to the Asset & Liability Committee (ALCO) responsible for managing all aspects of the Investment Services $200
Billion deposit base.
Responsible for pricing, balance sheet allocation by business, interest rate sensitivity management, and managing
regulatory changes.
Matrix reporting to both the CEO & the CFO.
Served as Senior Relationship Manager for Cash to the Platinum Client Group the firms top clients. Responsible for
building and growing cash relationships, resolving issues, managing investment changes
2005 2014
Was hired to create the IMG Cash Solutions Group, responsible for managing the cash and securities held by clients across
Investment Services globally.
2015 present
2015 present
Co-founder of a FinTech app technology startup that developed a platform to build, grow and protect wealth for
the millennial generation. Gathering a wide range of financial data, helping set achievable financial goals, generates
and executes day to day recommendations to optimize expenses and save, creates and maintains a low-risk
investment portfolio, monitors credit and protects identity, and optimizes and files your tax return. While leveraging
their social clout in building financially likeminded peer groups to compare themselves to an average peer and earn
valuable rewards.
2015 present
Centralized the decision making and pricing of cash investment products across multiple business lines. The result was a
more effective use of resources, better controls for managing the cash investment process.
William J. Dombek
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Expanded the Cash Product offering from two to twelve products. Negotiating third party relationships and managing
product providers and sweep account alternatives.
Appointed to the Operating Committee the top employee decision making group within BNY Mellon.
Lead the asset migration from JPMorgan to BNY Hamilton Funds post the Asset swap between JPMorgan and BNY Mellon.
2.
Created a deposit management tool used across the organization to determine which legal entity should be used for each
deposit.
3.
Result Chairmans Circle Award (special distinction for top producers) and $26 Million in repeating annual
revenue.
Result Realigned the entire deposit base to better manage revenues as well as capital requirements.
Responsible for handling all aspects of the new product development compliance, regulatory, audit and legal.
Result Expanded the product offering from 2 to 10 investments, from idea to implementation.
1998
Created the Investment Management Group in Corporate Trust. Served as senior client Relationship Manager, managing a team of six
individuals in London and New York. Was responsible for liaising with sales and relationship managers, as the subject matter expert
for investments, to assist clients with their investment options.
1995 1997
Managed all aspects of the New York office daily operations. Handled budgeting; planned expansion for the entire firm; managed a
staff of 20. Increased funds under management from $5 million to $100 million and expanded family of funds from one to seven fund
programs.
1993
Managed all aspects of the hedge fund business. Was one of the founding members who formed Springfield. Increased assets under
management from $2 million to over $350 million as the team expanded from ten to over eighty individuals.
1988 1993
Managed the Finance Desk into the most profitable area in the firm by expanding the scope of products offered and increasing the
client base.
Education / Certifications
BSBA Business Administration / Accounting Western New England College, Springfield, MA
FINRA Securities Licenses: 24, 7 and 63 Held with Fox Chase Capital Partners, LLC
1985 1988