John Sousan Email & Phone Number

Louisville, Kentucky, United States

United States

United States

In this role I orchestrated a strategy to service 22,000 accounts and scripts to convert them to managed accounts where possible. These accounts were valued at $500 million and generated $1.8 million in revenue.

United States

• I drove strategy and managed all aspects of large projects. In addition, I coached, led, and inspired teams of 60 in the delivery of superior client experiences. To that end, I conceived and developed complex projects.
• Delivered two Hilliard Lyons downsizing projects with no fallout.
• Designed and rolled out IFS (Impact Financial System) to include complex workflows.
• Completed projects such as: rollout of AQA, SMA & Mutual Fund, Performance Conversion, Design & Rollout of IFS, Multiple Branch Conversion, and Managed Conversion from Self-Clearing to Fully Disclosed.
• Boosted revenues by $5M through conversion of Mutual Funds.
• Converted Money Funds and increased revenue by $3M.

Detroit, MI

• At Comerica, I directed national operations across Retail, Institutional, Capital Markets, and Public and Corporate Finance. I also influenced executives as a Member of the Comerica Securities Board of Directors and a.
• Reduced staff by 34% and increased volume by 20% through consolidation of Institutional and Retail departments.
• Achieved cost savings of $500K annually through leadership of key project to consolidate vendors.
• Reduced number of clearing firms utilized by Comerica Securities from five to three with National Financial Services remaining as main clearing vendor.
• Delivered Securities Operations cost analysis that enhanced allocation of operational charges across business units.