Arthur Wasson's Location
Pittsboro, North Carolina, United States, United States
Arthur Wasson's Contact Details
Arthur Wasson work email
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About Arthur Wasson
Senior financial services executive with demonstrated P&L experience in strategic planning, product management, and business development. Diverse management responsibility in global treasury management, high net worth securities based and structured lending, investments, risk management, operations and technology. An innovative and proactive manager, with strong analytical and strategic abilities. A proven leader, with interpersonal and problem solving skills that have led to significant improvements in both operating environment and staff morale.
Arthur Wasson Work Experience Details
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Evp, Treasury Management ServicesAvidbank Aug 2023 - PresentSan Jose, Ca, Us -
Managing Group Director, Venture Banking GroupSignature Bank Mar 2019 - Jul 2023New York, UsOverall business ownership and P&L responsibility, partnering across the Bank to drive sales strategies & execution, marketing & communications, strategic direction, prioritization, and project execution across the following lines of business lines.• Venture Capital Services provides banking & lending services to venture capital and funds• Global Treasury Management is responsible for providing commercial banking services, including deposit alternatives, treasury services, credit cards, foreign exchange and letters of credit/trade finance.• Member of the Venture Banking Group Senior Leadership Team -
Evp, Head Of Venture Capital Services & Global Treasury ManagementSquare1 Bank, A Division Of Pacific Western Bank Dec 2015 - Mar 2019Durham, Nc, UsResponsible for managing Square 1 Bank’s• Equity Funds Group: Providing Banking & Lending services to venture capital and private equity firms and funds• Global Treasury Management: Responsible for Square 1's on and off balance sheet deposits, treasury services, credit cards, foreign exchange and trade finance• Square 1 Asset Management: Registered Investment Advisor, providing asset management services for Square 1 commercial clients -
Svp, Global Treasury ManagementSquare1 Bank, A Division Of Pacific Western Bank Apr 2012 - Dec 2015Durham, Nc, UsResponsible for managing Square 1 Bank’s global treasury products and services. • Overall business ownership and P&L responsibility, partnering across the Bank to drive sales strategies & execution, marketing & communications, strategic direction, prioritization, and project execution • Product responsibilities include on and off balance sheet deposits, treasury services, credit cards, foreign exchange and trade finance • Cross-functional partnerships with credit, sales, marketing, operations, technology, finance, legal and compliance
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Executive Director, High Net Worth LendingMorgan Stanley Smith Barney Aug 2010 - Apr 2012New York, Ny, UsResponsible for managing the Morgan Stanley’s securities based lending and tailored/structured lending products, and non-proprietary 3rd party lending relationships, inclusive of margin lending, non-purpose securities based lending, and securities based, investor real estate and unsecured structured lending. • Overall business ownership, including product management, sales strategies & execution, marketing & communications, strategic direction, prioritization, and project execution within the High Net Worth and Ultra High Net Worth market segments • Direct management responsibility for a team of 30 in the areas of product management; pricing, analytics & reporting; product development, sales strategies & communications; and, in-field sales support • Cross-functional partnerships with credit, sales, marketing, operations, technology, finance, legal and compliance -
Executive Director, Chief Administrative Officer, Retail Bank GroupMorgan Stanley Smith Barney Apr 2010 - Aug 2010New York, Ny, UsResponsible for leading and supporting cross-functional activities across Morgan Stanley’s Global Wealth Management Banking & Lending group, including strategic & financial planning, project prioritization & management, procurement, human resources, legal/compliance, operations and technology, inclusive of: • Communications (partner with Marketing & Sales) - Multi-channel communication strategy; coordinated approach to product launches, promotions; and management of Banking & Lending Communication Plan & Calendar • Sales Planning (partner with Products & Sales) - Coordination of sales planning for sales specialists; creation of annual sales plans, goals, tracking; and development of sales compensation model for B&L specialists • Project Office and Prioritization (partner with Tech & Ops) - Project prioritization & budgeting; project planning & management; track & measure progress; and vendor management • Data Analytics (partner with Business Information Services) - Management reporting & tracking; sales reporting & tracking; FA/Client productivity & profitability models; FA Compensation analysis & reporting • Financial Management (partner with Finance) - Financial analysis, budgeting & forecasting; financial reporting and monthly business reviews • Legal, Compliance & Control – Regulatory Control Principal (S24) for GWM Banking & Lending; business continuity planning; internal audit
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Executive Director, Commercial Cash Management & InvestmentsMorgan Stanley Apr 2008 - Jul 2009New York, Ny, UsResponsible for managing the strategic planning and product management of Morgan Stanley’s business cash management & investments business within the Banking & Lending Group, including the Business AAA and BusinesScape account platforms. • Overall product management, strategic direction, prioritization, and project execution within the small and middle market segments • Refocused business cash management to better align the business objectives with GWM National Sales and the Financial Advisors; emphasizing the investment nature of the account platform • Partnered with MS Investment Management, MS Fixed Income Division, MS Retirement Services, and MS Mutual Fund Network to create and deliver a holistic investment platform for managing excess and strategic cash for small and middle market businesses • Direct management responsibility for a team of 2 product managers; Cross-functional partnerships with sales, marketing, operations, technology, finance, legal and compliance
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Director, Commercial Cash Management & InvestmentsMerrill Lynch & Co., Inc. Feb 1996 - Apr 2008New York, Ny, UsResponsible for managing the strategic planning and product management of Merrill Lynch’s commercial cash management & investments business within the Global Bank Group, including the Working Capital Management Account (WCMA) and Business Investor Account (BIA). • Overall product management, strategic direction, prioritization, and project execution within the small and middle market segments • Direct management responsibility for a team of 12 product managers; Cross-functional partnerships with sales, marketing, operations, technology, finance, legal and compliance -
Managing PartnerTate, Bishko & Wasson Apr 1990 - Feb 1996• General counsel to a wide range of small businesses, with an emphasis on corporate law, real estate law and development, contracts, commercial law, bankruptcy, and trusts and estates • Specialty in financial, investment, business and estate planning for high net worth and special needs clients, including extensive income, gift and estate tax planning • Management responsibility for the day to day business operations of full service general practice law firm
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AttorneyPinney, Payne, Van Lenten, Burrell, Wolfe & Dillman 1988 - 1990• End to end responsibility for all phases of real estate development projects, including the formation and regulatory approval of investment vehicles, local land use regulations and procedures, and construction law • Extensive business, financial and estate planning for high net worth businesses and individuals, with an emphasis on income, gift and estate tax planning • Counsel to medium-sized savings and loan institution and affiliated development company, management responsibility for advising client with respect to all aspects of its business operations, including banking, commercial and security regulatory controls
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Tax AttorneyDeloitte, Haskins & Sells Aug 1987 - Mar 1988• Extensive business and financial planning, and federal, state and international income, gift and estate tax planning for high net worth individuals and domestic and international companies • End to end responsibility for the preparation of federal, state and international income, corporate, partnership and expatriate income tax returns for high net worth clients and businesses
Arthur Wasson Skills
Cash Management
Loans
Investments
Financial Services
Commercial Banking
Banking
Risk Management
Portfolio Management
Treasury Management
Securities
Management
Financial Analysis
Series 7
Credit
Asset Management
Wealth Management
Capital Markets
Equities
Fixed Income
Financial Risk
Financial Modeling
Relationship Management
Credit Risk
Credit Analysis
Investment Banking
Mergers And Acquisitions
Due Diligence
Product Management
Retail Banking
Mutual Funds
Commercial Lending
Derivatives
Series 63
Executive Management
Alternative Investments
Financial Structuring
Trading
Trading Systems
Payments
Hedge Funds
Financial Markets
Structured Finance
Finra
Treasury Services
Private Banking
Bloomberg
Underwriting
Credit Cards
Securities Lending
Wealth Management Services
Arthur Wasson Education Details
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Albany Law SchoolLaw -
Villanova UniversityAccounting
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St. Anthony'S H.S.
Frequently Asked Questions about Arthur Wasson
What company does Arthur Wasson work for?
Arthur Wasson works for Avidbank
What is Arthur Wasson's role at the current company?
Arthur Wasson's current role is EVP, Treasury Management Services at Avidbank.
What is Arthur Wasson's email address?
Arthur Wasson's email address is aw****@****ast.net
What is Arthur Wasson's direct phone number?
Arthur Wasson's direct phone number is +191962*****
What schools did Arthur Wasson attend?
Arthur Wasson attended Albany Law School, Villanova University, St. Anthony's H.s..
What skills is Arthur Wasson known for?
Arthur Wasson has skills like Cash Management, Loans, Investments, Financial Services, Commercial Banking, Banking, Risk Management, Portfolio Management, Treasury Management, Securities, Management, Financial Analysis.
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