Chris Bowen Email & Phone Number
@zekecapital.com
2 phones found area 212
LinkedIn matched
Who is Chris Bowen? Overview
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Chris Bowen is listed as Chief Operating Officer at Zeke Capital Advisors, LLC, a company with 16 employees, based in Berwyn, Pennsylvania, United States. AeroLeads shows a work email signal at zekecapital.com, phone signal with area code 212, and a matched LinkedIn profile for Chris Bowen.
Chris Bowen previously worked as Senior Principal Consultant at Aca Group and Vice President, Digital Operations at Sequoia Financial Group. Chris Bowen holds Mba, Finance And Marketing from Fordham Gabelli School Of Business.
Email format at Zeke Capital Advisors, LLC
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AeroLeads found 1 current-domain work email signal for Chris Bowen. Compare company email patterns before reaching out.
About Chris Bowen
Senior Financial Services Operations and Compliance Executive responsible for policies, procedures, and systems that support the firm's overall operational effectiveness. I focus on enhancing the scalability, reliability, and profitability of investment advisory firm operations: I turn policy into practice and build the foundation for growth.Streamlined client reporting to reduce delivery time by 25%, from 28 days to 21.Streamlined client billing to reduce collection time by 53%, from 45 days to 21. Optimized document management to use existing employees in lieu of software solution that would have cost twice the price for 25% of the work.
Listed skills include Equities, Management, Trading, Asset Management, and 20 others.
Chris Bowen's current company
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Chris Bowen work experience
A career timeline built from the work history available for this profile.
Senior Principal Consultant
Current
Vice President, Digital Operations
Digital transformation, pre- and post-acquisition transition and integration of portfolio data, systems, and account setup and closure, alternative investment (private equity, private debt, hedge funds, fund of funds, and real estate) tracking, transaction reconciliation and posting, portfolio performance reporting, and client billing.
Chief Operating Officer
Responsible for key operational areas and functions including portfolio reporting, systems procurement and oversight, cybersecurity, vendor evaluation and selection, for ~$6b multi-family wealth advisor.Oversee account setup and closure, alternative investment (private equity, private debt, hedge funds, fund of funds, and real estate) tracking, transaction.
Director Of Operations And It
Chief Compliance Officer And Head Of Operations
Responsible for all key operational areas and functions supporting portfolio management, trading, finance and accounting, and client service departments.Ensure firm compliance with regulatory matters and filings, including SEC Rules 204-2 (Record Retention), 204A-1 (Code of Ethics and Employee Personal Trading), and 206(4)-7 (Compliance Procedures and.
Head Of Operations
Oversee account setup and closure, trade settlements, daily transaction reconciliation and posting, composite management, account and composite performance updates, data maintenance (account, broker, restriction and security information), corporate action ("reorg") processing, class action processing, and trading connectivity.Administer soft dollar.
Operations Manager
Supervisory responsibility for operational support of portfolio management, trading, accounting, and client service departments.Created and maintained operational policies and procedures to maintain data integrity, streamline key workflow processes, and enhance operational efficiency.
Operations Analyst
Provide operational support to portfolio management, trading, accounting, and client service departments.Responsible for all aspects of account setup, maintenance, and termination within Axys and internal systems, including cash flows and performance calculations.
Ims Client Service
Primary contact for Investment Managers; responsible for domestic trade settlement and reconciliation, including problem resolution and manager inquiries.
Colleagues at Zeke Capital Advisors, LLC
Other employees you can reach at zekecapital.com. View company contacts for 16 employees →
Christina Arnault
Colleague at Zeke Capital Advisors, LlcDevon, Pennsylvania, United States, United States
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DC
David Choi, Cfa
Colleague at Zeke Capital Advisors, LlcGreater Philadelphia, United States
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CP
Cody Pittman
Colleague at Zeke Capital Advisors, LlcVillanova, Pennsylvania, United States, United States
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AH
Andrew Hogan
Colleague at Zeke Capital Advisors, LlcGreater Philadelphia, United States
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CP
Corinne P. Vanderipe, Cfp®, Abfp℠
Colleague at Zeke Capital Advisors, LlcPhiladelphia, Pennsylvania, United States, United States
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JJ
Jason Jankosky, Cfa
Colleague at Zeke Capital Advisors, LlcGreater Philadelphia, United States
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TM
Tina Malek
Colleague at Zeke Capital Advisors, LlcBerwyn, Pennsylvania, United States, United States
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AS
Andrew Smith
Colleague at Zeke Capital Advisors, LlcPhiladelphia, Pennsylvania, United States, United States
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ZC
Zeke Conven
Colleague at Zeke Capital Advisors, LlcBrampton, Ontario, Canada, Canada
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ZZ
Zayne Ziegler
Colleague at Zeke Capital Advisors, LlcCincinnati, Ohio, United States, United States
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Chris Bowen education
Mba, Finance And Marketing
Ba, Studio Art
Frequently asked questions about Chris Bowen
Quick answers generated from the profile data available on this page.
What company does Chris Bowen work for?
Chris Bowen works for Zeke Capital Advisors, LLC.
What is Chris Bowen's role at Zeke Capital Advisors, LLC?
Chris Bowen is listed as Chief Operating Officer at Zeke Capital Advisors, LLC.
What is Chris Bowen's email address?
AeroLeads has found 1 work email signal at @zekecapital.com for Chris Bowen at Zeke Capital Advisors, LLC.
What is Chris Bowen's phone number?
AeroLeads has found 2 phone signal(s) with area code 212 for Chris Bowen at Zeke Capital Advisors, LLC.
Where is Chris Bowen based?
Chris Bowen is based in Berwyn, Pennsylvania, United States while working with Zeke Capital Advisors, LLC.
What companies has Chris Bowen worked for?
Chris Bowen has worked for Zeke Capital Advisors, Llc, Aca Group, Sequoia Financial Group, New Amsterdam Partners, and Bny Mellon.
Who are Chris Bowen's colleagues at Zeke Capital Advisors, LLC?
Chris Bowen's colleagues at Zeke Capital Advisors, LLC include Christina Arnault, David Choi, Cfa, Cody Pittman, Andrew Hogan, and Corinne P. Vanderipe, Cfp®, Abfp℠.
How can I contact Chris Bowen?
You can use AeroLeads to view verified contact signals for Chris Bowen at Zeke Capital Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Chris Bowen attend?
Chris Bowen holds Mba, Finance And Marketing from Fordham Gabelli School Of Business.
What skills is Chris Bowen known for?
Chris Bowen is listed with skills including Equities, Management, Trading, Asset Management, Financial Services, Investments, Moxy, and Axys.
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