David S. Jones
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David S. Jones Email & Phone Number

Private Client & Wealth Management Operations, Senior Vice President at Popular Bank at Popular Bank
Location: New York City Metropolitan Area, United States, United States 4 work roles 1 school
1 work email found @popular.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Popular Bank
Role
Private Client & Wealth Management Operations, Senior Vice President at Popular Bank
Location
New York City Metropolitan Area, United States, United States

Who is David S. Jones? Overview

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David S. Jones is listed as Private Client & Wealth Management Operations, Senior Vice President at Popular Bank at Popular Bank, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at popular.com and a matched LinkedIn profile for David S. Jones.

David S. Jones previously worked as Private Client & Wealth Management Operations, Senior Vice President at Popular Bank and General Manager - Head of Operations RBC New York Credit Branch at Royal Bank Of Canada. David S. Jones holds Economics Coursework from Rutgers University.

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{first_initial}{last}@popular.com
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Profile bio

About David S. Jones

Accomplished banking and investment management executive with proven experience driving organizational growth through exceptional strategy, execution, operations and regulatory oversight. Led significant operational and customer portfolio management transformations in global, multi-currency environments at three of the leading Financial Services organizations in the world. A reputation for delivering service that goes beyond organizational expectations, creating a win-win scenario for internal and external customers. Responsible for administering over $2 billion in assets across 40+ countries and over 2000 customer accounts. Demonstrated leadership success beyond steady state operations including significant acquisitions, platform transitions and reorganizations.A dynamic, innovative team leader, adept at recruiting, developing and curating highly effective, cross functional teams driven to achieve objectives and exceed expectations. I have a passion for redefining the status quo.Advanced technical ability with demonstrated success in financial models, operating systems, infrastructure management and networking solutions. Organizations at which I have made an impact include Royal Bank of Canada, Barclays Bank and Merrill Lynch - my experience is not limited by specialization. I bring a comprehensive knowledge and understanding to my role.AREAS OF EXPERTISE • Regulatory Compliance• Operations Management• Strategy and Execution• Organizational Development• Risk Management• Client Onboarding AML/BSA• Team Building & Development • Client Relations • International Operations• Audit Management• Continuous Improvement• Process Management

Listed skills include Banking, Private Banking, Risk Management, Portfolio Management, and 46 others.

Current workplace

David S. Jones's current company

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Popular Bank
Popular Bank
Private Client & Wealth Management Operations, Senior Vice President at Popular Bank
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4 roles · 36 years

David S. Jones work experience

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Private Client & Wealth Management Operations, Senior Vice President

Current
Popular Bank

New York, NY, US

Head of Private Client & Wealth Management Operations North America within Popular Bank. Focused on transforming operational platform and aligning bank and wealth operations between centers of excellence.

Jun 2019 - Present

General Manager - Head Of Operations Rbc New York Credit Branch

Royal Bank Of Canada

Toronto, Ontario, CA

  • As OCC Regulatory Head of the RBC New York Credit Branch, directed comprehensive governance of the New York Branch and RBC Trust Company, in addition to chairing the Risk Management Committee (RMC). Serve as Board.
  • Achieved strong rated OCC Safety and Soundness annual reviews from 2016 to 2018.
  • Recorded strong rated OCC AML/BSA reviews in 2018 and satisfactory ratings in 2016 and 2017.
  • Earned satisfactory rating for Internal Audit reviews from 2015 to 2018.
  • Executed successful closure of RBC Miami Branch, migrating full Credit Operations to New York in 2015.
  • Spearheaded closure of Investment Management Group in 2015.
Jun 2015 - Oct 2018

Senior Manager - Head Of Investment Administration And Operations - International Wealth Management

Royal Bank Of Canada

Toronto, Ontario, CA

  • Directed account opening, portfolio transactions, documentation and portfolio modeling, serving as Head of Investment Administration for the Investment Management (IM) group. Responsible for administering over $2.
  • Consistently led successful internal audits and external examinations.
  • Effectively implemented Dodd Frank Reporting System earning an award of excellence.
  • Successfully coordinated migration of New York Operations, trade execution, custody, and portfolio modeling to RBC Toronto.
Jun 2002 - Jun 2015

Vice President - Head Of Operations & Administration - International Private Banking

Barclays

London, GB

  • Directed comprehensive operations of a team responsible for Discretionary Investment Management and Advisory services for private investment clients. Selected Accomplishments
  • Successfully coordinated migration of Discretionary and Advisory businesses to RBC.
  • Efficiently managed trade execution desk from 1997 to 2000.
  • Achieved satisfactory internal audits for operations and trade execution desk from 1995 to 2002.
  • Collaborated with IT in the development of a collateral monitoring system for credit valuation.Additional Experience
  • Assistant Vice President, Operations and Client Services - Barclays Bank PLC
1990 - 2002 ~12 yrs
1 education record

David S. Jones education

  • Rutgers University
    Rutgers University
    Economics Coursework
FAQ

Frequently asked questions about David S. Jones

Quick answers generated from the profile data available on this page.

What company does David S. Jones work for?

David S. Jones works for Popular Bank.

What is David S. Jones's role at Popular Bank?

David S. Jones is listed as Private Client & Wealth Management Operations, Senior Vice President at Popular Bank at Popular Bank.

What is David S. Jones's email address?

AeroLeads has found 1 work email signal at @popular.com for David S. Jones at Popular Bank.

Where is David S. Jones based?

David S. Jones is based in New York City Metropolitan Area, United States, United States while working with Popular Bank.

What companies has David S. Jones worked for?

David S. Jones has worked for Popular Bank, Royal Bank Of Canada, and Barclays.

How can I contact David S. Jones?

You can use AeroLeads to view verified contact signals for David S. Jones at Popular Bank, including work email, phone, and LinkedIn data when available.

What schools did David S. Jones attend?

David S. Jones holds Economics Coursework from Rutgers University.

What skills is David S. Jones known for?

David S. Jones is listed with skills including Banking, Private Banking, Risk Management, Portfolio Management, Fixed Income, Trading, Credit Risk, and Investment Management.

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