John Casperson Email & Phone Number

Charlotte, Nc, Us

Winston-Salem, Nc, Us

Business Project Manager within SWP Implementation Management and Testing Group for all testing events as part of the Next Paradigm project to replace the existing trust accounting system to the new SEI Wealth Platform. Test planning strategy plan, resource allocation, development of test event milestone dates and test approach strategy. Plan and manage end to end testing events for Model Office and Dress Rehearsals, as well as managing the defect resolution. Collaborated with various workstreams to ensure successful completion and develop process improvements.

Managed phases of a 15 Million Dollar Trust Replacement System project for Schwab Retirement Plan Services Business. Worked with Schwab teams comprising of Technical, Business and Operational to identify business requirements and complete gap analysis. Documented business requirements for technology related initiatives.

San Francisco, Ca, Us

Managed, coordinated, and established priorities for complete life-cycle of projects including the planning, design, programming, testing, and implementation of business solutions designed to meet the requirements of Corporate Trust and Institutional Service business.

Oaks, Pa, Us

Senior Product Manager - Custody & Securities ProcessingGlobal Wealth Services Solutions GroupSEI - Oaks, Pennsylvania

New York, Ny, Us

• Ongoing development and improvement of operational and sales procedures supporting the PFS (Personal Financial Services) operating model• Fact-based execution of build and improvement initiatives supporting PFS Business agenda• Development and implementation of operational processes across PFS functions prioritized for 2003-2004 such as standard client on-boarding process, execution of new International Financial Operations & Sales Business Model, AMA consolidated PFS statements, tax cost PFS statements, streamlined PFS branch & call center procedures/workflows, etc.• Facilitate appropriate cross functional input in execution build and improvement initiatives•Partner with other two Business Effectiveness groups to manage and track status of PFS initiatives through PMO process

• Managed numerous projects related to Personal and Institutional Trust Businesses. Responsibilities included definition of project scope and methodology; definition of status reporting methods and structure; formulation of objectives, identification of major project milestones and development of project plan.• Planning, organizing and coordinating complex projects or phases of large projects by estimating resource needs. Planing, scheduling, and directing staff to meet objectives.• Studying all affected functions, analyzing existing procedures and alternatives, conceiving and designing solutions.• Managing a relationship with business groups, consultants and vendors related to various projects.• Interacted with various Banc One project managers to develop a comprehensive conversion project plan for the acquisition of First National Bank of Commerce. Developed recommendations to improve Banc One’s conversion methodology and process for conversions.

San Francisco, California, Us

• Coordinate vendor relationship for Asset Management Business Groups. Role requires strategic planning.• Management and coordination of activities related to Product Releases and Beta Testing, new product/project implementations and systems consolidations resulting from new mergers/acquisitions.• Coordinate and identified business priorities related to technology/enhancements/projects.• Analyzed current processes throughout the business, operational, and systems areas to develop improved efficiencies with the focus on providing a better product or service to clients. • Development of best practices for statement distribution, income, trade, maturity, pooled income fund, etc. processing/reporting.

• Coordinate vendor relationship for Asset Management Business Groups. Role requires strategic planning.• Management and coordination of activities related to Product Releases and Beta Testing, new product/project implementations and systems consolidations resulting from new mergers/acquisitions.• Coordinate and identified business priorities related to technology/enhancements/projects.• Managed and coordinated the implementation of various new products such as automated repurchase agreement processing, stock record reporting, various third party customer interfaces, tax vendor interfaces, 401K daily valuation interface, securities lending interface, nightwork processing efficiencies, advanced statement product installation, automation of common trust fund, mutual fund processing and portfolio realignment processing resulting in reduced operating costs and increased customer service/quality for clients.

• Managed a super regional bank’s trade settlement group staff. Responsibilities included management of the trade settlement processing of 3,600 daily trades with a net settlement of 16 billion for depositories such as Bank of New York, United Missouri Bank, Depository Trust Company, Federal Reserve Bank and Euroclear.• Successfully implemented a Same Day Funds Settlement (SDFS) account with the Depository Trust Company which automated (SDFS) eligible security trade settlement, income, maturity and capital change processing resulting in reduced processing costs. Also documented/implemented (SDFS) processing procedures.• Coordinated the establishment of a daily automated Federal Reserve Bank position reconcilement interface with the trust accounting system which provided greater control and reduced bank risk.• Implemented a PC based tracking system for failed trade notification and claims processing to reduce bank risk.

• Managed a regional bank trust operations staff. Responsibilities included management of the trade settlement, income processing, cash management, corporate actions, securities vault, remittance processing, data input, fee processing and customer reporting groups.• Directed the conversion of securities to the Depository Trust Company, which provided the automation of trade settlement, income, maturities and capital change processing resulting in a twenty-five percent reduction in staff and twenty-percent reduction in processing costs.• Evaluated and revamped the organizational structure by eliminating duplicate functions and streamlining workflows/procedures creating a more efficient processing environment.

• Managed a super regional bank’s trade settlement group staff. Responsibilities included management of the trade settlement processing of daily trades with a net settlement of 7 billion for depositories such as Chase Manhattan Bank, Depository Trust Company, and Federal Reserve Bank.

B.A., Public Administration

A. A., Business Management

Education record

Education record