Andrew Munson Email & Phone Number

Lakeville, Mn, Us

Lakeville, Mn, Us

Minneapolis, Mn, Us

- Lead cross-functional collaboration with internal stakeholders, including Technology, Service, Marketing, Field Implementation, Finance, and Legal/Compliance, to ensure seamless execution of strategic initiatives. - Coordinate with external partners and vendors to integrate new products, services, and tools, driving innovation and enhancing the client/advisor experience.- Direct the development and launch of new investment products, tools, and service offerings, ensuring alignment with business goals and client needs.- Influence strategic decisions across departments, driving initiatives that improve the overall client advisory experience and foster stronger relationships.- Oversee the implementation of cutting-edge technology solutions, enhancing operational efficiency and enabling advisors to deliver personalized, high-quality service.- Contribute to asset growth by delivering products and services that attract new clients, retain existing ones, and expand market share.- Ensure compliance with legal and regulatory standards, coordinating closely with Legal/Compliance to mitigate risk while implementing innovative solutions.

Minneapolis, Mn, Us

- Oversaw the strategic development and execution of enterprise-wide money movement solutions, ensuring alignment with regulatory requirements and industry standards to mitigate legal and financial risks.- Led cross-functional teams, involving legal, compliance, and technology stakeholders, to deliver secure, scalable, and compliant money movement solutions across various payment channels.- Developed and implemented policies and procedures to ensure the company's money movement products adhered to financial regulations, including AML, KYC, and other regulatory frameworks.- Conducted rigorous risk assessments of money movement systems, working closely with legal and compliance teams to identify and address potential vulnerabilities.- Managed vendor relationships and third-party agreements, ensuring that all external partnerships comply with contractual obligations, regulatory requirements, and internal policies.- Monitored evolving regulations related to money movement and financial transactions, proactively updating product offerings to ensure continued compliance with local, state, and federal laws.

Minneapolis, Mn, Us

- Led a team of compliance professionals in implementing and managing anti-fraud strategies, ensuring effective detection and prevention of fraudulent activities within operational processes.- Developed and enforced anti-fraud policies and procedures, aligning with regulatory requirements and industry best practices to safeguard organizational assets and mitigate risk.- Oversaw the execution of fraud risk assessments, identifying vulnerabilities and recommending improvements to enhance the effectiveness of fraud prevention measures.- Coordinated with cross-functional teams, including legal, IT, and internal audit, to address fraud incidents, conduct investigations, and implement corrective actions.- Monitored and analyzed fraud trends and data, utilizing advanced analytics and forensic tools to identify emerging threats and adapt strategies accordingly.- Trained and mentored team members on anti-fraud protocols and investigative techniques, fostering a culture of vigilance and compliance within the organization.- Prepared and presented detailed reports to senior management on fraud-related metrics, incidents, and compliance status, providing actionable insights to support decision-making and strategic planning.

Minneapolis, Mn, Us

- Led the development and management of cash management products, including sweep accounts, debit cards, and money market funds, ensuring seamless integration with brokerage services.- Collaborated with cross-functional teams, including technology, compliance, and marketing, to enhance product offerings and ensure alignment with regulatory requirements and business objectives.- Analyzed market trends and competitor products, identifying gaps and opportunities to introduce innovative features that improved client satisfaction and retention.- Worked closely with financial advisors and sales teams, providing product training and support to drive adoption of cash management solutions across the brokerage platform.

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Washington, Dc, Us

Rifleman, Squad Automatic Rifleman, Team Leader, Squad Leader, Head Weapons Custodian

Bachelors Of Science, Business Administration - Graduated

Education record