Gregory Pomes Email & Phone Number

Fort Worth, Tx, Us

Fort Worth, Tx, Us

Fort Worth, Texas, United States

Computershare Corporate Trust operates as a standalone business within the overall Computershare organization and provides a wide variety of trust and agency services in connection with debt securities issued by public and private corporations, government entities, and the banking and securities industries. Within the Risk & Compliance Team I apply second line of defense strategies, within the Computershare ERM framework, to identify risk exposure and mitigate identified risks.

Fort Worth, Texas, United States

FCFS is a Financial Planning firm with $30bn in investment AUM and $40bn life policies in force, serving military families through 625 Advisors, 75 District Advisors across 170 international offices, employing +600 staff, based in Fort Worth, TX. Initially employed as Vice President in 2005 and in 2015 took responsibility for transforming operations and business processes, operating as Director of Straight Thru Processing. As Director, I partnered across the business and project teams, providing operational analysis and risk mitigations while spearheading system design through strategic partnering. I engaged business partners to focus on needed functionality and features while enhancing financial modeling and carved out robust reporting. I played a key role in corporate activities, including leading due diligence during the evaluation of fin-tech partners and the ongoing relationship management. I led performance management, drove continued process improvements and financial process enhancements. Key achievements include:◼ Delivered cutting-edge plan implementation process, improved advisor and client satisfaction, slashing ‘Not-In-Good-Order’ rates from +30% to <1% and reduced implementation cycle time from 2 weeks to under 45 minutes. ◼ Implemented associate sharing program, gaining insight into challenges and resolution strategies with senior leadership team.◼ Negotiated then renegotiated STP vendor contracts, delivering internal savings of +$25m across 5 years.

Fort Worth, Texas, United States

As VP of Transfer Agency Operations, I managed +100 operations and call center associates with $5m budget allocation, servicing +550 advisors. I implemented cost optimization and process improvement programs, instilled ‘Team Purpose’, alongside building a cutting-edge talent development program while enhancing the client servicing model, moving the investment business from a ‘Held Away’ structure to a ’Brokerage Platform’ model. I implemented data driven changes and operational management with a departmental merit-based evaluation pilot program that became recognized by other department heads as best-in-class employee engagement tool. Key achievements include: ◼ Improved processes and operations, boosting processing accuracy to +99% and productivity rates to +96%.◼ Created ‘One Team - One Mission’ culture, empowering ownership and accountability of deliverables and results. ◼ Reduced staffing by 30% while simultaneously increasing department productivity by 250%.

Boston, Ma / Dallas Tx

A global Financial Services leader with 260,000 employees, servicing 57 institutional clients, with +$2 trillion AUM.As VP, I managed +120 strong team located in Dallas and Tempe with an $8m budget, providing services to 20 UIT sponsors, with +220,000 accounts and $35bn in AUM. I created a turnaround strategy that incorporated goals for continuous process improvements while leading talent acquisition, retention and development strategies. I then drove client relationship management with a compliance and audit readiness culture, to also implement a new operations processes with updated policies and enhanced procedures. With a new performance framework implemented, I measured performance utilizing data and feedback analysis tools with insight reports. I also drove the transition strategy to migrate UIT business from JPM to BNY Mellon. Key achievements include:◼ Reorganized department, removing all silos, instilling a culture of accountability and peer review processes that targeted KPI and KRI improvements.◼ Developed best-in-class expense management model that resulted in $750k annualized savings.◼ Improved department’s internal audit rating from “D” in 2001 to “A” rating in 2003.

Boston, Massachusetts, United States

Boston, Ma / Smithfield Ri

Quincy, Ma

Operations & Technology Committee Member

Member

Member

Certificate, Market Driven Quality Program

Market Driven Quality Program - Silver Level Award USAToday