Gary Longwell Email & Phone Number

Greater Denver Area

Greenwood Village, Colorado

• Established the Cultural Tone, Developed Initiatives and Created Goals for teams.
• Guided the Day to Day Operations of the Deconversion and Plan Termination teams.
• Implemented Global Operations for the Deconversion and Plan Termination functions in Bangalore, India resulting in team coverage 12 hours per day and achieving savings of $172K.
• Drove Lean Six Sigma Transformational Initiatives to Improve Efficiencies, Enhance Client Satisfaction and Mitigate Risk.
• Conceptualized the Business Case for Robotics to be Implemented to Reduce Redundant Transaction Steps and Improve Efficiencies.
• Headed Process Reviews to Identify Opportunities for Efficiencies.

Greenwood Village, Colorado

• Established the Cultural Tone, Developed Initiatives and Created Goals for teams.
• Responsible for Timely Reconciliation and Aging of Operational Balance Sheet Accounts used to Monitor and Control Operational Processing.
• Analyzed and Reviewed Monthly Key Performance Indicators and Gain/Loss Trends with Internal and Corporate Executive teams, Facilitating Key Decision Making, Risk Mitigation and Sound Resource Allocations.
• Guided Management Assessment of Internal Controls over Financial Reporting, Sarbanes-Oxley Control Testing, SSAE18 and Various Regulatory Exams with no material deficiencies or weaknesses.
• Coached and Mentored Senior Managers and Directors (6) and was responsible for large operating units (Administrative System Product Setup, Reconciliation/Risk, Tax, Self-Directed Brokerage, Deconversions, Group Fund.
• Responded to Escalated Client Issues.

Greenwood Village, CO

• Responsible for Timely Reconciliation and Aging of Operational Balance Sheet Accounts used to Monitor and Control Operational Processing.
• Played an Integral Role in the Development of the Business Requirements for the Annual Plan Summary Re-Write Project.
• Guided Management Assessment of Internal Controls over Financial Reporting, Sarbanes-Oxley Control Testing, SSAE18 and Various Regulatory Exams with no material deficiencies or weaknesses.
• Key Member of the team that Transitioned the Enterprise to an SAP Ledger.
• Responsible for Miscellaneous Plan Level Transactional Audits.
• Responded to Escalated Client Issues.