Barney Agate, Six Sigma Black Belt Email and Phone Number
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Financial Services Executive with Operational, Project Management, Client Service, and Compliance expertise, managing daily servicing, transaction processing, risk management, onboarding, and relationship management functions. Sucessfully designing, re-engineering, optimizing, and implementing, servicing, processing, and technical solutions. Known for building superior cross-functional relationships and permanently solving issues. Skilled at stakeholder facilitation. Specialties: Operations Management | Project Management | Implementation Management | Operational Excellence | Change and Risk Management | Vendor Negotiation & Management | Process Improvement-Redesign | Operational Risk | Regulatory Remediation | Client Onboarding | Business Process Outsourcing-Insourcing | Facilitation | Business Systems Analysis | Data Integrity-Mapping | Client Metrics-Reporting-Scorecarding | Business Analyst |
Diadem Sports
View- Website:
- diademsports.com
- Employees:
- 57
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Pickleball And Tennis AmbassadorDiadem SportsFort Lauderdale, Fl, Us
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Pickleball AmbassadorDiadem Sports Dec 2023 - PresentUnited StatesI started playing pickleball in April, 2022, and became hooked. Incredible game, populated by wonderful folks at every level-players, coaches, designers, manufacturers, and marketers. The game, and business, has it all. I play in multiple locations, coach beginners, assist many players as they select paddles that both complement their current skills, and allow for growth.
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RetiredLife Of Leisure Jan 2016 - PresentFort Lauderdale, Florida, United StatesDiscovering new people and places, seeking comedy, good music, pickleball, and warmth, wherever we drive, fly, or sail.
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Project ManagerOakbrook Solutions, Inc. Dec 2014 - Dec 2015Onsite And RemotelyManaging strategic and tactical projects in the Institutional Trust & Retirement, and Wealth Management verticals.
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Erp ConsultantEpicor Software Corp Jul 2012 - Nov 2013Greater New York City Area Through The Mid-Atlantic RegionResponsible for implementation of the Epicor 9 suite of Enterprise Resource Planning software within the manufacturing, distribution, and professional services sectors. -
PrincipalBma Professional Services Llc Aug 2010 - Jul 2012Greater New York City AreaProviding senior consultative project management, system implementation and analysis, and business process optimization in the financial services industry. Voice Acting services to all industries.
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Vice President And Operations ManagerGuardian Trust Company, Fsb 2009 - Aug 2010Managed middle and back office functionality for $450M/5K+ account investment management advisory and trust company. Directed oversight of external vendors including SEI Investments/Private Trust Company, Investment Scorecard, Thomson OneSource, OBS/DFA, and 10 fixed income and equity managers and mutual funds. Directed onboarding/opening, securities processing, fee collection, and administrative staff for 2 securities processing and reconciliation platforms in NYC and Delaware.
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Vice President And Client Service ManagerJp Morgan 2008 - 2009Managed 12 Client Service Officers and Professionals to service plan sponsors and major third party administrators of qualified and non-qualified employee benefit plans. Ensured transactional activity was bridged to custody, fund accounting, participant recordkeeping, benefit payment and other subsystems. -
Vice President, Wealth Management SolutionsHsbc Private Bank 2003 - 2007Project and Operational Manager for relationship management desktop, SEI Trust Accounting System/SMAC (domestic and international), and additional products used for private banking, trust, investment management, custody, qualified/non-qualified plans, and corporate trust accounts. Monitored SLA’s for internal and external vendors, including technology and client communications. Interfaced locally, off-site, and virtually with colleagues, clients, and client representatives. -
Vice President And Manager, Business Unit SystemsHsbc Private Bank 1992 - 2003Managed cash and securities processing staff of 25 in Trust Operations located in Brooklyn and Buffalo on the SEI Trust Accounting system “Trust3000”. Liaised with executives in Domestic and International Private Banking, Trust, Custody, Investment Management, Corporate Trust, and Retirement Financial Services.
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Avp, Benefit Services And Participant RecordkeepingBarclays Private Bank, Plc 1990 - 1992Greater New York City AreaParticipated in start-up of Master Trust/Custody department. Directed vendor resources (SEI) to meet needs of this service bureau business partnership. Recruited experienced recordkeeping and benefit payment staff of three. Developed services and processes to interface with vendor, utilizing PLUS, EBAS, and PAS. Assisted securities processing staff in development of services utilizing TRUST3000. Identified and filled gaps in products/services as needed.
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Manager, Master Trust/Custody - Accounting & Benefit Payment ServicesBank Of New York Mellon 1981 - 1990Initial role was as a pension trust accountant, personally auditing trust/custodial statements and manually producing plan accounting statements. Progressed to management of those areas and then additional management of benefit payment and participant recordkeeping businesses. Brought local processing capabilities for benefit payments and recordkeeping to firm with purchase, implementation, and ongoing responsibility of National FSI PLUS and PAS.
Barney Agate, Six Sigma Black Belt Skills
Barney Agate, Six Sigma Black Belt Education Details
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Hsbc Bank, Plc Six Sigma Black Belt CertificateBlack Belt -
International Institute Of Learning, Project Management CertificatePmbok Project Management
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Learning Tree InternationalIntroduction To Datacomm And Networks
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New York State Bankers AssociationEmployee Benefit Trust School
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Sullivan County Community College
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Sj Tilden HsAcademic
Frequently Asked Questions about Barney Agate, Six Sigma Black Belt
What company does Barney Agate, Six Sigma Black Belt work for?
Barney Agate, Six Sigma Black Belt works for Diadem Sports
What is Barney Agate, Six Sigma Black Belt's role at the current company?
Barney Agate, Six Sigma Black Belt's current role is Pickleball and Tennis Ambassador.
What is Barney Agate, Six Sigma Black Belt's email address?
Barney Agate, Six Sigma Black Belt's email address is ba****@****ail.com
What is Barney Agate, Six Sigma Black Belt's direct phone number?
Barney Agate, Six Sigma Black Belt's direct phone number is +133671*****
What schools did Barney Agate, Six Sigma Black Belt attend?
Barney Agate, Six Sigma Black Belt attended Hsbc Bank, Plc Six Sigma Black Belt Certificate, International Institute Of Learning, Project Management Certificate, Learning Tree International, New York State Bankers Association, Sullivan County Community College, Sj Tilden Hs.
What are some of Barney Agate, Six Sigma Black Belt's interests?
Barney Agate, Six Sigma Black Belt has interest in Social Services, Boulevard Jewish Center, Founder, Arden Heights, Emergency Medical Technician, Trustee/officer, Flatlands Volunteer Ambulance Corps, Congregation Vice President/trustee.
What skills is Barney Agate, Six Sigma Black Belt known for?
Barney Agate, Six Sigma Black Belt has skills like Financial Services, Business Analysis, Project Management, Business Process, Risk Management, Business Process Improvement, Onboarding, Business Process Re Engineering, Operations Management, Cost Benefit Analyses, Relationship Management, Securities.
Who are Barney Agate, Six Sigma Black Belt's colleagues?
Barney Agate, Six Sigma Black Belt's colleagues are Madison Mclane, Niko Westley, Derek Merriman, Amanda Hetzler, Corbin Gapski, Ashley Vanduren, Timothy Halvorson.
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