Role listed
Borges Consulting Enterprises Corporation - A Consultant To F2 Strategy Formerly
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John Borges Email & Phone Number
Consultant to Financial Services - A Consultant to F2 Strategy formerly Oakbrook Solutions
at
Borges Consulting Enterprises Corporation - A Consultant to F2 Strategy formerly
1 work email found
@seic.com
1 phone found area 205
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Borges Consulting Enterprises Corporation - A Consultant to F2 Strategy formerly
Role
Consultant to Financial Services - A Consultant to F2 Strategy formerly Oakbrook Solutions
Location
Telford, Pennsylvania, United States
Who is John Borges? Overview
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Quick answer
John Borges is listed as Consultant to Financial Services - A Consultant to F2 Strategy formerly Oakbrook Solutions at Borges Consulting Enterprises Corporation - A Consultant to F2 Strategy formerly, based in Telford, Pennsylvania, United States. AeroLeads shows a work email signal at seic.com, phone signal with area code 205, and a matched LinkedIn profile for John Borges.
John Borges previously worked as President at Borges Consulting Enterprises Corporation - A Consultant To F2 Strategy Formerly Oakbrook Solutions and Administrative Vice President at Wimington Trust A Division Of M&T Bank. John Borges holds Attended, Banking And Financial Support Services from Rowan College At Gloucester County.
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Email format at Borges Consulting Enterprises Corporation - A Consultant to F2 Strategy formerly
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{first_initial}{last}@seic.com
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Profile bio
About John Borges
Business Professional with experience in Financial Institutions in development of business core systems, applications and services. Managed Trust Operations Units, Trust Technology Teams for several Wealth Management Firms and Trust Companies resulting in financial cost reduction, operational efficiencies and improved client satisfaction. Participated and implemented over 21 successful system conversions. Implemented an Offshore Custody and back-office operations solution in the Channel Islands. Developed and launched Product Solutions for Trust and Wealth Management Services for firms in the United Kingdom, Channel Islands and United States markets. Experienced Project Manager in the strategic development and launch of these services and solutions. Project Management experience on Retirement Services implementations and service organizational divestures from a business, operations and technology process. For the last 4 years have been working for a client in a Product Owner role developing cash management and payment services application.
Listed skills include Financial Services, Wealth Management, Securities, Investments, and 46 others.
Current workplace
John Borges's current company
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Borges Consulting Enterprises Corporation - A Consultant To F2 Strategy Formerly
11 roles · 33 years
John Borges work experience
A career timeline built from the work history available for this profile.
President
Current
Borges Consulting Enterprises Corporation - A Consultant To F2 Strategy Formerly Oakbrook Solutions
- Wealth Management Professional Services with progressive experience in the wealth Management industry. Provided sales support in Europe, due diligence and implementation of an investment management solutions in the.
- Operations management
- Process improvement
- Product Development
- Due Diligence mergers and acquisitions
- UK and US market requirements
Jan 2013 - Present
Administrative Vice President
Wimington Trust A Division Of M&T Bank
- WISD - Application Development | Project Director - Technology Manager
- Project Management of Technology Initiatives
- Project Management of application services
- Managed product development of Wealth Management Core applications and Account Systems such as SEI, SalesLogix, Documentum, Business Process Management Workflow and Fee Application- Revport.
- Sales Support for the Institutional Services Group on client technology solutions and services.
- Wealth Management Operations Support and product development
Jan 2015 - Nov 2020
Vice President
Wilmington Trust A Division Of M&T Bank
- WISD - Application Development | Project Director - Technology Manager
- Project Management of Business Integration Technology Initiatives
- Rebranding of the M&T Investment Group and Wilmington Trust
- Project Management of application services network convergence to the M&T Data Center.
- Managed product development of Wealth Management Core applications and Account Systems such as SEI, SalesLogix, Documentum, Business Process Management Workflow and Fee Application- Revport.
- Sales Support for the Institutional Services Group on client technology solutions and services.
Jul 2013 - Nov 2020
Global Investment Processing Services Director
- Developed strategies, designed and provided continuous service improvement.
- Conducted Market analysis, service discovery and roadmap solutions to support Financial Institutions.
- Worked with design teams and stakeholders of GWS to deliver solutions & services.
- Insured the services were Regulatory Compliant with the Markets served.
- Directed Vendor Management of services delivered by external partners.
- Supported the implementation of SEI’s Global Wealth Platform, including all aspects of securities services, such as, Income, corporate actions, trading, reporting.
2007 - Dec 2012
Operations Director / Services Domain Architect
- Managed day-to-day operations of SEI Private Trust Company, in support of over 100 trust departments and client banks.
- Managed a team of 35 Business Professionals processing securities income and corporate actions.
- Developed team through effective leadership.
- Managed $2.5M budget and participated and coordinated Product development.
Nov 2004 - Nov 2007
Sr. Vice President - Technology & Operations Manager
- Managed processing operations of the Trust Accounting System (SEI Trust3000),
- Managed Securities Processing; Income Group; and The Trust Technology Team.
- Vendor development, beta testing and implementation of business systems.
- Supported 300 clients in day-to-day operations.
- Developed, designed and installed business specific products.
- Implemented and supported Wealth Management Investment products.
2003 - 2004
~1 yr
Vice President Trust Technology Team
- Managed The Trust Technology Team and a Trust network of twenty (NT/Novell servers) in support of all Trust Business units in the MD, PA, D.C. region.
- Maintained user support of 600 clients in day-to-day operations and PC related issues.
- Developed, designed and installed products and services for the Wealth Management Group.
- Interacted with vendor in the development, beta testing and implementation of systems.
1993 - 2003
~10 yrs
Trust Officer
- Managed The Trust Technology Team and managed a Trust network of twenty (NT/Novell servers) supporting all Trust Business units in the MD, PA, D.C. region.
- Maintained user support of 600 clients in day-to-day operations and PC related issues.
- Developed, designed and installed products and services for the Wealth Management Group.
- Interacted with vendor in the development, beta testing and implementation of systems.
Jan 1992 - Jan 1994
Investment Specialist
Monthly investment performance measurement analysis for client meetings. Trading support of Common Trust Funds as well as support investment trading team in client research and presentation meetings. Design database programs to assist senior management reporting and data researching. Responsible for researching inquiries for all SEI/PC related issues..
Jan 1991 - Jan 1992
Trust Operations Supervisor
Responsible for the monthly valuation of all Common Trust Funds. Set up automation of fee processing for all trust accounts. Monitor overall operations of unit. Document operational procedures, set-up analysis reporting for senior management. Train staff on communications network.
Jan 1988 - Jan 1991
2 education records
John Borges education
Attended, Banking And Financial Support Services
Rowan College At Gloucester County
Computer Operations, Computer Science
Clc
FAQ
Frequently asked questions about John Borges
Quick answers generated from the profile data available on this page.
What company does John Borges work for?
John Borges works for Borges Consulting Enterprises Corporation - A Consultant to F2 Strategy formerly.
What is John Borges's role at Borges Consulting Enterprises Corporation - A Consultant to F2 Strategy formerly?
John Borges is listed as Consultant to Financial Services - A Consultant to F2 Strategy formerly Oakbrook Solutions at Borges Consulting Enterprises Corporation - A Consultant to F2 Strategy formerly.
What is John Borges's email address?
AeroLeads has found 1 work email signal at @seic.com for John Borges at Borges Consulting Enterprises Corporation - A Consultant to F2 Strategy formerly.
What is John Borges's phone number?
AeroLeads has found 1 phone signal(s) with area code 205 for John Borges at Borges Consulting Enterprises Corporation - A Consultant to F2 Strategy formerly.
Where is John Borges based?
John Borges is based in Telford, Pennsylvania, United States while working with Borges Consulting Enterprises Corporation - A Consultant to F2 Strategy formerly.
What companies has John Borges worked for?
John Borges has worked for Borges Consulting Enterprises Corporation - A Consultant To F2 Strategy Formerly, Borges Consulting Enterprises Corporation - A Consultant To F2 Strategy Formerly Oakbrook Solutions, Wimington Trust A Division Of M&T Bank, Wilmington Trust A Division Of M&T Bank, and Sei.
How can I contact John Borges?
You can use AeroLeads to view verified contact signals for John Borges at Borges Consulting Enterprises Corporation - A Consultant to F2 Strategy formerly, including work email, phone, and LinkedIn data when available.
What schools did John Borges attend?
John Borges holds Attended, Banking And Financial Support Services from Rowan College At Gloucester County.
What skills is John Borges known for?
John Borges is listed with skills including Financial Services, Wealth Management, Securities, Investments, Banking, Mutual Funds, Portfolio Management, and Vendor Management.
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