Chris Bowen Email and Phone Number
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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.
Zeke Capital Advisors, Llc
View- Website:
- zekecapital.com
- Employees:
- 16
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Chief Operating OfficerZeke Capital Advisors, LlcNew York, Ny, Us
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Senior Principal ConsultantAca Group Sep 2024 - PresentNew York, Ny, Us -
Vice President, Digital OperationsSequoia Financial Group Mar 2023 - Dec 2023Akron, Oh, UsDigital 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 OfficerZeke Capital Advisors, Llc Dec 2019 - Mar 2023Berwyn, Pennsylvania, UsResponsible 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 reconciliation and posting, portfolio performance reporting, and client billing.
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Director Of Operations And ItZeke Capital Advisors, Llc Dec 2017 - Dec 2019Berwyn, Pennsylvania, Us
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Chief Compliance Officer And Head Of OperationsNew Amsterdam Partners Jul 2012 - Nov 2017New York, UsResponsible 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 Annual Review), and forms 13D, 13F, 13G, and 13H.Oversee implementation of and compliance with GIPS guidelines and client investment guidelines, the firm's AML program, as well as employee adherence to firm policies.Additional responsibilities include systems oversight and cybersecurity. -
Head Of OperationsNew Amsterdam Partners Jan 2003 - Jul 2012New York, UsOversee 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 program.Responsible for systems maintenance and procurement, data and network security, and facilities management.
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Operations ManagerNew Amsterdam Partners Aug 2001 - Dec 2002New York, UsSupervisory 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.
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Operations AnalystNew Amsterdam Partners Apr 2000 - Aug 2001New York, UsProvide 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.
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Ims Client ServiceBny Mellon Apr 1998 - Apr 2000New York, Ny, UsPrimary contact for Investment Managers; responsible for domestic trade settlement and reconciliation, including problem resolution and manager inquiries.
Chris Bowen Skills
Chris Bowen Education Details
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Fordham Gabelli School Of BusinessFinance And Marketing -
Bucknell UniversityStudio Art
Frequently Asked Questions about Chris Bowen
What company does Chris Bowen work for?
Chris Bowen works for Zeke Capital Advisors, Llc
What is Chris Bowen's role at the current company?
Chris Bowen's current role is Chief Operating Officer.
What is Chris Bowen's email address?
Chris Bowen's email address is cb****@****llc.com
What is Chris Bowen's direct phone number?
Chris Bowen's direct phone number is +121268*****
What schools did Chris Bowen attend?
Chris Bowen attended Fordham Gabelli School Of Business, Bucknell University.
What skills is Chris Bowen known for?
Chris Bowen has skills like Equities, Management, Trading, Asset Management, Financial Services, Investments, Moxy, Axys, Operations Management, Investment Management, Securities, Project Management.
Who are Chris Bowen's colleagues?
Chris Bowen's colleagues are Tina Malek, Andrew Smith, Jason Jankosky, Cfa, Christina Arnault, Zayne Ziegler, Joe Bodnar, Zeke Conven.
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