Amy Peterson Email and Phone Number
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Senior executive with experience in investment management , private banking, and retail businesses. Unusual blend of abilities to create forward-looking strategy, develop objectives and milestones for success, and motivate and lead teams through successful execution Proven ability to attract, develop and retain strong talent Extensive expertise in product development and re-engineering Clear vision as change agent with repeated change management and integration successes/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWealth & Investment Management offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC. Brokerage products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Wells Fargo
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Chief Administrative Officer And Head Of Transformation For Wealth And Investment ManagementWells Fargo Oct 2020 - PresentSan Francisco, California, Us
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MemberChief Oct 2020 - PresentNew York, Ny, UsChief is a private network built to drive more women into positions of power and keep them there. Chief is the only organization specifically designed for senior women leaders to strengthen their leadership journey, cross-pollinate ideas across industries, and effect change from the top-down. -
Executive Vice President, Operations, Technology, And ControlsFiera Capital Sep 2016 - Jun 2020Montreal, Quebec, Ca -
Business Architecture And Transformation- Managing DirectorJ.P. Morgan Mar 2015 - Sep 2016New York, Ny, Us• Drive programs that will transform the Investment Bank’s operating model• Conduct end-to-end reviews of businesses, and re-engineer processes to improve efficiency and client effectiveness• Simplify operating model, standardizing and consolidating key activities and functions across business units• Process reengineering of operational processes to eradicate inefficient processes, reduce operational risk and standardize processes across the CAO• Develop solutions that leverage current technology assets to create economies of scale across line of business• Centrally manage the execution of above streams, including allocation of transformation resources (e.g., IT budget) for implementation and change• Bring greater transparency to delivery costs and profitability and drive governance to influence actions• Build robust client and product profitability models integrating these into CIB business decision processes -
Anti Money Laundering Executive- Chase Wealth ManagementJ.P. Morgan May 2013 - Mar 2015New York, Ny, Us• Design and implement AML policies and procedures for CWM that align with the latest regulatory developments• Develop ‘fortress’ KYC On-Boarding Processes inclusive of risk rating, real time cip verification, due diligence by customer type & risk, and real time client screening• Create a centralized profile for all KYC data that is shared across JPM and comprehensive vs OCC standards and inclusive of due diligence reviews and feedback loop• Centralize operations in support of AML program specifically to own due diligence functions, screening exceptions, escalations, and quality control• Create QA control standards and practices that are independent and transparent
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Head Of Client ExperienceJ.P. Morgan Apr 2011 - May 2013New York, Ny, Us• Develop a restricted stock program to deepen existing wealth management employee-client relationships and capture additional employees as clients to provide a full range of products and holistic client reporting • Responsible for design and implementation of this cross line of business multi-year, multi-million dollar project• Responsible for developing and implementing projects and pilots to improve customer experience across Chase Wealth Management• Create and manage the content, production, and assembling of Customer Experience Reporting and drive deliverables• Responsible for developing and continuous improvement of reporting and analysis of customer surveys and complaint data throughout Chase Wealth Management (both CIS and CPC)
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Md/Coo Us EquityJpmorgan Nov 1998 - Jan 2010New York, Ny, Us• Coordinate and drive new product development. Developed the vehicle for 130/30 Luxembourg platform. JPM US retail 130/30 fund hold 85% of the retail assets in the 130/30 category• Responsible for the analysis, selection and over-sight of prime brokers• Responsible for creating and monitoring the financial business plan for a $60 billion (aum)/$330 million (annualized revenue) business with significant international revenue • Responsible for setting and implementing policies including expense management, record-keeping, business continuity, and soft dollars• Front office liaison to all internal groups including Technology & Operations, Financial, Client Service, Risk Management, Internal Audit, and Human Resources• Responsible for managing a staff of 19
Amy Peterson Skills
Amy Peterson Education Details
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The New York University Stern School Of BusinessFinance And Marketing -
The Pennsylvania State University, State College, PaBachelor Of Science In Finance; Labor And Industrial Relations Minor
Frequently Asked Questions about Amy Peterson
What company does Amy Peterson work for?
Amy Peterson works for Wells Fargo
What is Amy Peterson's role at the current company?
Amy Peterson's current role is Chief Administrative Officer and Head of Transformation for Wealth and Investment Management at Wells Fargo.
What is Amy Peterson's email address?
Amy Peterson's email address is ap****@****tal.com
What is Amy Peterson's direct phone number?
Amy Peterson's direct phone number is +134764*****
What schools did Amy Peterson attend?
Amy Peterson attended The New York University Stern School Of Business, The Pennsylvania State University, State College, Pa.
What skills is Amy Peterson known for?
Amy Peterson has skills like Equities, Risk Management, Asset Management, Mutual Funds, Investments, Fixed Income, Management, Derivatives, Strategy, Asset Allocation, Financial Modeling, Financial Analysis.
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