Ian Mccoy Email & Phone Number

Rancho Cordova, Ca, Us

Jacksonville, Fl, Us

Jacksonville, Fl, Us

San Mateo, California, Us

Executive sponsor and strategist leading the US Retail Digital sales, marketing and service web integration, developing digital capabilities that provide value across business units in global markets, and creating client engagement approaches to improve adoption, strengthen relationships and increase sales. Transforming the project management methodology from waterfall to disciplined agile delivery (DAD) by sponsoring and leading one of the first and clearly the largest, most complex agile project in the firm’s history. Recruited to create a new direct to consumer distribution channel in collaboration with senior executives across sales, marketing, service, technology, and compliance. Trusted site Emergency Management Team Incident Commander responsible for developing and regularly testing business continuity and recovery plans for every division, the site’s 1,100 employees, and all global data center operations. Effectively develops, leads and guides service and operations teams comprised of 820 leaders and frontline staff in the United States, Poland and India to deliver consistently high, independently evaluated service levels to clients and strategic partners. Drove process improvements, transformational strategies, and technology projects resulting in $75 reduction in costs and consistent profitability despite revenue declines.Created and continues to lead the Diversity and Inclusion efforts designed to focus on the regional needs of 1,800 employees located in 11 countries that is widely recognized as the most effective program in the firm. Rigorously evolves key monetary and compliance controls to safeguard the daily processing of billions of dollars in transactions, protect the enterprise and clients from cyber and all other forms of fraud.

San Mateo, California, Us

Recruited back to Franklin Templeton and assumed responsibility for leading the Transfer Agent’s global project management, systems management, testing, and contract administration effort.Developed and executed business strategies, system improvements, and program efficiencies responsible for increasing customer service levels for all functions. Partnered with other key executives to define long-term technology support for an evolving service model; oversaw the Transfer Agent’s Book of Business and Enterprise initiatives; and successfully supported the corporation’s global Transfer Agent System Strategy project to strengthen strategic positioning, simplify the operating environment, and decrease costs.Directed multiple improvement projects and agency-wide initiatives using a thorough understanding of project management methodologies and information systems.Cultivated and maintained a team-oriented work environment designed to develop organizational talent, improve productivity, and help each individual employee achieve goals.

West Coast Committee Co-Chair, Co-Chaired the inaugural General Membership Meeting, Two time MVP award winner. Board member.

Recruited to build a national organization and direct the sales, compliance, licensing, accounting, payroll, commissions, information systems, training, and human resources departments.Worked as part of the executive team responsible for strategically influencing organizational changes and business improvements.Partnered with the Vice President of Sales to identify, implement, and oversee value added programs for Registered Representatives; served as the Lead Negotiator for strategic partnerships, selling agreements, and software contracts; and created, monitored, and reported corporate budgets to the executive team and strategic partners.

San Mateo, California, Us

Led a multi-site leadership team and directed up to 160 employees; analyzed transaction processing turnaround times and accuracy across sites; designed and implemented process improvements to streamline transaction processing workflow; and achieved customer satisfaction.Served as a project manager on the successful conversion of two accounting systems and provided decision-making on multiple projects, agency-wide initiatives, multi-site and strategic planning issues for internal and cross functional processes across sites.

Agribusiness/Finance

Master Of Business Administration (Mba), Business Administration And Management, General