John Casperson Email and Phone Number
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Experienced, highly motivated, results oriented Solutions Product Manager within SEI’s Private Banking and Trust Unit that consistently delivers solutions to meet challenging business demands within the financial services industry. Twenty-eight years of prior banking, operations, and systems experience related to Private Banking and Trust services. Extensive qualifications in all facets of project lifecycle development – from initial feasibility analysis, propose, definition, design, through documentation, and implementation of solution.Equally effective project management experience – introducing a structured, disciplined approach to process improvement through detailed problem solving analysis of current processes, systems, and methodologies to achieve overall business goals and improve client servicing. Proven track record of delivering new products and enhancements on schedule and within budget constraints. Previous operations and securities transaction processing experience.Specialties: • Complex project planning & management• Effective written & communication skills• Excellent business requirement definition skills• Cost reduction & profit improvement • Merger & acquisition management• Extensive securities transaction processing background• Strong analytical & problem solving skills• Finance management/project budgeting• Proven ability to prioritize & manage multiple agendas• Relationship management & collaboration skills
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Program And Project Manager, F2 StrategyF2 StrategyCharlotte, Nc, Us
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Program/Project Manager, F2 StrategyF2 Strategy Jan 2015 - Present
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Project ManagerOakbrook Solutions 2015 - PresentWinston-Salem, Nc, UsBusiness 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. -
Project ManagerThe Consulting Consortium Limited 2013 - 2015Managed 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. -
Trust Technology ManagerUnion Bank 2008 - 2013San Francisco, Ca, UsManaged, 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. -
Senior Product ManagerSei Nov 2004 - 2009Oaks, Pa, UsSenior Product Manager - Custody & Securities ProcessingGlobal Wealth Services Solutions GroupSEI - Oaks, Pennsylvania -
Vice President - Manager Of Operations/Process Design & Implementation GroupJpmorgan Chase Jul 2000 - Nov 2004New 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 -
Senior Project Manager/ConsultantSymphony Consulting - Formerly Imis/Mastech Consulting Jan 1998 - Jun 2000• 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.
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Vice President - Manager Of Asset Management Quality DevelopmentWachovia Bank Mar 1997 - Dec 1997San 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. -
Vice President - Manager Of Trust Systems Support GroupCorestates Bank N.A - Now Wachovia Bank Jan 1989 - Feb 1997• 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.
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Assistant Vice President - Manager Of Trade Settlement GroupCorestates Bank N.A - Now Wachovia Bank Oct 1987 - Jan 1989• 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.
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Assistant Vice President - Head Of Trust Operations DepartmentNew Jersey National Bank - Bought By Corestates Bank N.A. Jun 1984 - Oct 1987• 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.
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Manager - Trust Operations Trade Settlement GroupFidelity Bank N.A. Jan 1980 - Jun 1984• 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.
John Casperson Skills
John Casperson Education Details
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The College Of New JerseyPublic Administration -
Bucks County Community CollegeBusiness Management -
Cannon Securities Operations Training, 2010, Union Bank -
Six Sigma Green Belt Training, 2002, Jp Morgan Chase
Frequently Asked Questions about John Casperson
What company does John Casperson work for?
John Casperson works for F2 Strategy
What is John Casperson's role at the current company?
John Casperson's current role is Program and Project Manager, F2 Strategy.
What is John Casperson's email address?
John Casperson's email address is jo****@****msn.com
What is John Casperson's direct phone number?
John Casperson's direct phone number is +181676*****
What schools did John Casperson attend?
John Casperson attended The College Of New Jersey, Bucks County Community College, Cannon Securities Operations Training, 2010, Union Bank, Six Sigma Green Belt Training, 2002, Jp Morgan Chase.
What are some of John Casperson's interests?
John Casperson has interest in Career, See 1+see Less, New Jersey National Bank, Home Improvement, Six Sigma Green Belt Training, 1994, Jp Morgan Chase, Corestates Bank N, Management Training Program, 1990.
What skills is John Casperson known for?
John Casperson has skills like Portfolio Management, Series 7, Corporate Actions, Operational Risk, Asset Management, Financial Risk, Analysis, Finance, Securities, Financial Services, Risk Management, Banking.
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