Anthony Mauer Email & Phone Number

Cornwall-on-Hudson, NY, US

Jersey City, NJ

Charged with leading product development and strategy for Pershing's Bank Custody solution.Helping to drive strategy and design of a best-of-breed integrated wealth management platform for advisors, trust companies, and private banks to deliver a consolidated bank and brokerage custody experience through a single portal.Responsible for leading.

New York, New York

Managed and led new client implementations onto Innovest's Core Trust Accounting & Wealth Management platform. Created and executed new client implementation plans, focusing on financial consulting, training, communication and program management.

Owner of the firm's Software Delivery Life Cycle for all non-defect projects from inception to delivery. Managed planning, execution and deployment of all technology projects and associated current communications.

New York, NY

• Relationship Manager accountable for supporting the firm’s top-tier, highest revenue producing customers.
• Enhance the business/client relationship and customer experience through strategic Account Management tools such as client profiles, customer account plans, organizational influence maps and formal business meetings.
• Serve as client advocate within the organization and act as a bridge between internal groups (sales, development, business analysis and quality assurance) while solving client needs to support strategic growth.

Project Manager for initial and follow-up implementations for clients in North America, Europe, Asia & the Middle East onto proprietary SAAS delivered Derivative Hedge Accounting software.Responsibilities Included:- Project Scoping- Project Engagement- Managing Implementations to Scope and Budget- Creating and Driving Project Communication- C Level.

• Responsible for owning and building relationships with key client sponsors, acting as a topic matter expert in conversations with senior members of the user community, and managing a team of administrative individuals.
• Engaging client sponsors as a topic matter expert in assigned fields and participating in industry training such as CEP (Certified Equity Professional).
• Continuing to refine and build client relationships while analyzing client needs and assessing additional services that fit their needs.
• Training internal and external users on the proprietary UBS One Source platform.
• Managing 5 Administrators responsible for the day to day actions and reconciliation of more than 15+ including mostly Fortune 300 and Fortune 500 clients.

Helped investors achieve their financial goals by leveraging cutting edge investment tools and planning coupled with personal portfolio management capabilities, client relationship building skills, and knowledge of finance, financial markets, and current regulations.

Sgt., Leader of Marines.Titles/Occupational Specialties:0811 - Field Artillery Cannoneer3500 - Basic Motor Transport Marine5711 - Chemical, Biological, Radiological and Nuclear (CBRN) Defense SpecialistHonors/Awards:- Honor Graduate - Chemical, Biological, Radiological and Nuclear (CBRN) Defense School- Honor Graduate - Non-Commissioned Officers.