James Shields Email and Phone Number
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James Shields personal email
James Shields phone numbers
I’m a results-oriented leader who is passionate about building long-term relationships and using my expertise to drive asset growth. I pair outstanding relationship management skills with an ability and willingness to work with, lead, and influence people at all organizational levels.Throughout my career, I’ve been sought after for my demonstrated skills in problem assessment and resolution, as well as my ability to collaboratively and cooperatively solve problems in complex settings. CAREER HIGHLIGHTS:• Created and implemented firms Target Operating Models to support new complex business ventures and products • Hand selected to assess complex fund launches, platform launches and M&A activity • Focus on firm’s financial posture through process automation, outsourcing of services and review of team’s operational processes • Significantly reduced risk and costs by changing service providers and establishing an oversight and relationship model • Experience in system/platform conversions, both internal systems and external service providers • Increased institutional assets during tenure in roleHere on LinkedIn, I am looking to connect with others to see how we might be able to better serve our clients and improve our firms’ bottom line. I welcome your InMails and connection requests.
Charles Schwab
View- Website:
- schwab.com
- Company phone:
- 800-435-4000
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Director, It Program Management PrincipalCharles Schwab Apr 2022 - PresentWestlake, Texas, UsDrive prioritization of the firm’s highest priorities aligned with the TD Ameritrade acquisition. Establish effective governance processes to align resource capacity planning with execution on highly constrained development teams and domains. Coordinate between internal departments to resolve day-to-day challenges. Create detailed workplans, schedules, project estimates, resource plans, and status reports for leadership review and decision making.
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Senior Manager, Hedge Funds - Portfolio OperationsMg Stover & Co. Dec 2019 - Apr 2022Denver, Co, UsEstablished the Portfolio Operations department responsible for supporting Hedge Fund, Private Equity and Venture Capital Funds investments in digital asset and traditional finance. Centralized functions across the firm leveraging department strengths resulting in increased efficiency, additional capacity, and firm revenue. Implemented new workflows and systems reducing manual entries while increasing firms control environment.• Assembled newly created offshore team designed for 24-hour client support -
Assistant Vice President – Global Operations Product ExecutionOppenheimerfunds Feb 2016 - Dec 2019Atlanta, Ga, UsBuilt the engagement and target operating model for firm’s assessment and delivery teams. Manage direct reports on the assessment team who evaluate the company’s ability to support new products, M&As, platform conversions and joint business ventures in alignment with strategic goals. Ensure operational efficiencies by continually reviewing team’s performance. Deliver monthly reports to executive leadership team. • Maintained zero controllable errors during a 60% increase in work volume. -
Assistant Vice President – Client Relationship ManagerOppenheimerfunds Jan 2015 - Feb 2016Atlanta, Ga, UsAs dedicated client relationship manager for a variety of domestic and international institutional clients, including European UCITS, high-net-worth families, and Fortune 500 companies, cultivated and maintained C-suite and board-level relationships as part of providing high-touch client service and ensuring attainment of customer goals. Served as dedicated point of contact and client contact within OppenheimerFunds. • Increased client’s assets through supporting of cross selling efforts
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Assistant Vice President – Fund Treasury OversightOppenheimerfunds Jan 2013 - Jan 2015Atlanta, Ga, UsOversaw fund accounting, fund administration, fund operations, fund tax, post-trade compliance, and supporting technology functions. Analyzed business needs and investigated solutions by establishing key relationships with internal stakeholders. Managed project pipeline and ensured timely, accurate delivery of services, requirements, and data while providing insight and direction to product launches. • Netted new AUM and helped firm increase total assets.• Significantly reduced aged reconciliation items.
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Manager – Fund Administration Control TeamOppenheimerfunds Jan 2011 - Jan 2013Atlanta, Ga, UsPromoted to newly created team and charged with monitoring vendors’ business functions pertaining to $200BB+ AUM while partnering with internal lines of business to analyze and challenge the delivery of services. Advocated for and supported vendors as part of resolving issues, ensuring policy compliance, and maintaining service integrity. Provided monthly status reports to leadership. • Significantly reduced risk and costs by outsourcing functions while establishing an oversight and relationship model.
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Manager – Monetary Control TeamOppenheimerfunds Aug 2010 - Jan 2011Atlanta, Ga, UsManaged a team of 15 in the reconciliation of shareholder and mutual fund shareholder positions. Kept senior leadership apprised, on a monthly basis, of performance to quality indicators. • Boosted automation/match percentages from 80% to 95%+.
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Senior Fund Analyst – Fund Operations And Accounting ControlOppenheimerfunds Nov 2006 - Aug 2010Atlanta, Ga, UsConducted account analysis, including reconciliation of future transactions, both cash and shares. Reviewed and reconciled daily bank ledgers for more than 75 mutual funds and bank accounts, as well as accurately resolved outstanding items. Managed 10 direct reports and $200BN in AUM. • Repurposed one FTE, avoiding a headcount reduction, by implementing a new workflow-automation for the futures/commodities middle office support team that increased its work efficiency.• Significantly improved execution rates on Foreign Exchange trades for mutual funds and client accounts, compared to service providers.
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Fund Analyst - Fund Operations And Accounting ControlOppenheimerfunds Nov 2005 - Nov 2006Atlanta, Ga, UsAnalyzed a wide variety of investments. Forged relationships with broker/dealers and served as a key contact for Investment Operations and Denver Accounting/Operations departments. • Commended for maintaining a zero controllable error rate during entire tenure in role.• Significantly decreased amount of time to settlement trades, as well as cash and performance drag.
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Assistant Branch ManagerWells Fargo Dec 2003 - Nov 2005San Francisco, California, Us
James Shields Skills
James Shields Education Details
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University Of Northern ColoradoBusiness Administration And Management
Frequently Asked Questions about James Shields
What company does James Shields work for?
James Shields works for Charles Schwab
What is James Shields's role at the current company?
James Shields's current role is Director, IT Program Management at Charles Schwab.
What is James Shields's email address?
James Shields's email address is sh****@****ver.com
What is James Shields's direct phone number?
James Shields's direct phone number is '1-480-724*****
What schools did James Shields attend?
James Shields attended University Of Northern Colorado.
What skills is James Shields known for?
James Shields has skills like Mutual Funds, Customer Service, Banking, Analysis, Customer Relations, Series 7, Asset Management, Team Building, Investments, Equities, Fund Accounting, Alternative Investments.
Who are James Shields's colleagues?
James Shields's colleagues are Mccall Teicher (Ty-Ker), Bhoopal Kantam, Ryan Countryman, Taylor Smith, Daniel Huerta, Jeffrey Sia, Paul Roberts Cfp®,clu®, Mba.
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