Financial Specialist Career Research and Resources
STATE STREET CORPORATION, Wealth Manager Services
Managed the data integration of State Street Corporation’s and Investor Bank & Trust’s SEI Trust3000 accounting and ancillary systems, following State Street’s acquisition of IBT. • Created an accounting platform with 70,000 accounts and $150 billion in custody. • Performed gap analysis of Wealth Manager Services’ business needs against SunGard’s Global Plus accounting and custody platform – noting risks and opportuniti...
Avg. Salary: $100,000 · Company Rank: Not Available
INVESTORS BANK & TRUST COMPANY, Institutional Custody
Created and implemented business and technology solutions for a high-growth $80 billion custody division. Managed staff of 11 business and systems analysts, project managers and developers implementing management’s continuous-improvement strategy. •Enhanced trade process through-put as trade volume increased 350%. Installed SWIFT; introduced automated trade interfaces. •Increased data availability to internal and ...
Avg. Salary: $100,000 · Company Rank: Not Available
SEI INVESTMENTS
Successful conversion of diverse multiple-bank accounting platforms to SEI’s trust accounting systems.
Avg. Salary: $100,000 · Company Rank: Not Available
BROADWAY AND SEYMOUR, INC (BSI)
General management, Re/engineering and product consulting with regional and national trust and custody banks in connection with the support and interoperability of BSI’s trust accounting system, AMTrust, and related server -based applications. Provide project analysis, application and industry expertise. •T+5 to T+3 settlement migration; business analysis for administrative workstation development
Avg. Salary: $100,000 · Company Rank: Not Available
INDEPENDENT CONSULTING ENGAGEMENTS
•West One Bank, Boise, ID, providing interim department management and post-conversion workout for a $7.5 billion, multi-state trust operation. Direct all department activities in addition to management of an independent contract group charged with post conversion resolution of system, reconciliation and procedural issues. •Entrust Corporation, Wayne, PA, a new-start trust accounting and operations company specializing in...
Avg. Salary: $100,000 · Company Rank: Not Available
MULTIBANK SERVICE CORPORATION
Managed all activities of a $2.2 billion Trust Operations Division. Directed the activities of 3 professional managers with an operating budget of $2.5 million. Responsible for vendor management, business and technology planning and regulatory, tax and audit compliance. •Reduced staff 35% with increased automation, including installation of trading interfaces, saving $400,000 annually.
Avg. Salary: $100,000 · Company Rank: Not Available
SEI INVESTMENTS
On time, on budget installation of SEI’s trust accounting and securities processing systems.
Avg. Salary: $100,000 · Company Rank: Not Available
FIDELITY BANK, NA
Administered multi-million dollar custody relationships; supported 501(c)(3) organizations.
Avg. Salary: $100,000 · Company Rank: Not Available
BROWN BROTHERS HARRIMAN
Work Flow Coordinator - Supervise 3 Investigators on all incoming swift inquiries, prioritize urgent swift issues, and research archived payment information. Daily report on the days activities and outstanding issues. Develop department procedures to insure quality control
Avg. Salary: $50,400 · Company Rank: Not Available
ABN-AMRO BANK
Customer Service Senior Investigator - Heavy telephone contact with ABN-AMRO Bank overseas branches, domestic banks, and clients concerning late payments, non-receipt of funds, amending instructions and unable to apply funds. Cancellation of undeliverable checks, non-receipt and stop payment of checks
Avg. Salary: $50,400 · Company Rank: Not Available
