Francis Jacob Email and Phone Number
Our team at Wells Fargo thrives on ensuring the integrity of financial transactions, thanks to a robust operational risk management framework I've helped reinforce over the past years. As a Supervisory Controls Representative, I've been instrumental in identifying and closing significant process gaps, enhancing our review procedures and safeguarding client information. My academic background from the University of the Philippines Los Baños in Development Communication complements my knack for clear and efficient communication, critical in training new team members and educating US partners on compliance matters.With a foundation in investments certified by the CFA Institute, I approach problem-solving with a blend of analytical acumen and strategic thinking. This skill set has not only contributed to multiple audit-free months but also empowered our team to maintain operational efficiency. I am driven by a commitment to continuous growth and the relentless pursuit of opportunities that challenge and advance our collective expertise in the dynamic landscape of financial regulation.
Wells Fargo
View- Website:
- wellsfargo.com
- Employees:
- 246787
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Supervisory Controls RepresentativeWells Fargo May 2019 - PresentIn charge of regulatory compliance of electronics communications of financial advisors to different clients on a day to day basisTook on developmental learning courses to help strengthen my analytical and critical-thinking skills.Awarded for spotting a significant process gap in the review process of Wells Fargo Financial Network’s Private Securities ReviewTaken and passed CFA Institute’s Investment Foundation Exam.Multiple no-audit months for the years 2019-2024Presented and taught fellow Supervisory Control Associates and US partners the process on the consequences of disclosing client information as well as how to minimize the risks of it.In charge of training new hires joining the team and creating multiple decks and learning tools for process reference and guidelines.Became part of the train a trainer program and developed public speaking skills as well as how to present, facilitate and train an adult audience.Facilitated WIM securities bootcamp Intermediate course and cross trained India and Philippines.Finished WIM securities bootcamp from beginner to expert course, gaining further knowledge on specifics in the securities industry.Led the "email review” guidelines side in creating a department wide guideline for a job aid and guidelines that is still being used and updated by the department.
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Controls AnalystWells Fargo May 2019 - Present
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Supervisory Controls RepresentativeWells Fargo May 2019 - PresentPhilippines
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InternUplb – College Of Forestry And Natural Resources Jun 2017 - Aug 2017Assisted in advertisement campaigns, research based information and video editing on the LLA to showcase in seminars, presentations and activities
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InternUplb – College Of Forestry And Natural Resources Jun 2017 - Aug 2017Assisted in advertisement campaigns, research based information and video editing on the LLA to showcase in seminars, presentations and activities
Francis Jacob Education Details
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University Of The Philippines Los BañosDevelopment Communication -
Development Communication -
University Of The Philippines Los BañosFinance And Marketing Team
Frequently Asked Questions about Francis Jacob
What company does Francis Jacob work for?
Francis Jacob works for Wells Fargo
What is Francis Jacob's role at the current company?
Francis Jacob's current role is Supervisory Controls Representative at Wells Fargo | Strengthening operational risk management expertise.
What schools did Francis Jacob attend?
Francis Jacob attended University Of The Philippines Los Baños, University Of The Philippines Los Baños, University Of The Philippines Los Baños.
Who are Francis Jacob's colleagues?
Francis Jacob's colleagues are Christopher Jones, Rina Shinoda, Weslyvette Martinez, Berlinda Demezier, Kristina Legalley, Shiela Orquia - Rima, Regina Kelsey.
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