Jones Dias Email and Phone Number
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With more than 15 years of experience as a Senior Risk Management and Operations Leader, I have a background in global business operations spanning client experience, reporting, and operational processes. I have leveraged extensive expertise in analytics, strategic planning, project management, and data-driven decision making. Fueled by passion, I lead high-performing teams in achieving operational optimization, driving multi-million-dollar cost savings and revenue increases. Key Achievements Include: ✅ Provide strategic direction and guidance concerning the processing of $700B of dividends and coupon payments yearly, identifying misallocated funds, internal breaks, as well as over and underpayments, reducing by 150% during tenure, and generating a $5B+ reduction in internal breaks and late payment backlog✅ Transitioned reporting of financial statements over to the firm for investment accounts, securing ~$34B while generating $10M in organizational savings✅ Served as an integral executive leading a global team in supporting the Client Reporting and Advisory experience spanning the PWM operations, ensuring that 400K statements and 6M trade confirmations were delivered to clients yearly, leading various initiatives to digitize 100% of the US Account Opening Documents, enhance Client Experience, and reduce the time for account onboarding✅ Directly managed the changes and enhancements to client financial reports, leading the initiative to transition to 85% electronic and establishing efficiency and better client experience✅ Directly responsible for migrating and onboarding the Client Reporting functions on 2 new office locations; responsible for hiring and training new resources and developing strategic plan to increase footprint in the new locationsContact me through this profile if you wish to connect.
Davita Kidney Care
View- Website:
- davita.com
- Employees:
- 22877
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Regional Operations DirectorDavita Kidney Care Sep 2024 - PresentFlorida, United States
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Member Board Of TrusteesLakeview Academy Charter School Aug 2023 - PresentSaratoga Springs, Utah, United States
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Goldman Sachs – Vice President Asset Servicing, Global Banking MarketsGoldman Sachs Jan 2023 - Sep 2024Salt Lake City• Successfully transitioned to a strategically focused role as Vice President of Asset Servicing for Global Banking Markets, enhancing responsibility and exposure while overseeing America’s Asset Servicing Income, maintaining America’s Asset Servicing Income cash dividend, maturities and interest payments across the firm. • Provide strategic direction and guidance concerning the processing of $700B of dividends and coupon payments, establishing efficiencies and generating a $5B+ reduction in internal breaks and late payment backlog.• Function as the escalation point of contact for the firm Controller and Clearing Agencies, ensuring that funds are consistently distributed timely and accurately to the various firm accounts. • Leveraged the innovative technology Alteryx to create and implement automated reports, providing the ability to track the day over-day breaks that produced inefficiencies, resulting in a significant 150% reduction in the overall backlogged items during tenure while supporting organizational goal achievement. • Focus on identifying P&L opportunities through continuous process improvement, driving initiatives, and establishing operational process efficiencies to increase profitability. -
Goldman Sachs – Vice President Client Reporting Operations, Wealth ManagementGoldman Sachs Jun 2012 - Feb 2023Salt Lake City• Served as an integral executive leading a global team of 30 resources and 6 direct reports in supporting the Client Reporting and Advisory experience spanning the PWM operations, ensuring that 400K statements and 6M trade confirmations yearly were delivered to clients, leading various initiatives to digitize 100% of the US Account Opening Documents, enhancing Client Experience, and reducing the time for account onboarding. • Transitioned reporting of financial statements over to the firm for investment accounts, securing ~$34B while generating $10M inorganizational savings. • Integrated firm’s client data systems with DocuSign to achieve e-delivery of tax forms, generating a 50% increase in client response and a significant reduction in form rejection. • Developed and implemented smart forms for client use when investing in the alternative market, securing a $2M firm annual savings in legal fees, as well as 20K new client subscriptions each year.• Integral stakeholder and decision maker leading an initiative to reduce environmental impact and paper cost to the firm, resulting in an additional annualized $1.3M+ yearly savings. • Directed cross-functional projects and worked closely with vendors, utilizing out-of-the-box-thinking and SaaS to develop solutions migrating 60M documents/year to a digital platform.• Leveraged expertise to ensure the hiring of the highest level of resources and allocating to build a solid foundational team while maintaining a single-digit turnover rate. • Partnered with the firm’s Tech Risk group to ensure security and fraud prevention and introduced key initiatives that improved client authentication on the firm’s client web and integration with 3rd-party vendor platforms such as SmartIQ and DocuSign.
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Goldman Sachs – Senior Associate, Client Reporting – Pwm OperationsGoldman Sachs Jan 2014 - Dec 2015Greater Salt Lake City Area• Promoted to Senior Associate of Client Reporting for the PWM operations, focusing on actively managing changes and enhancements to the client Financial Reports, leading strategic initiatives to drive efficiency and enhance client experience.• Designed and implemented vital initiatives driving change in the organization and resource allocation that generated an increase in efficiency, 3.2K hours/year savings, and transfer of headcount to needed areas. • Oversaw the implementation of an innovative platform that generated a 45% increase in e-delivery and client response rates on W8/W9 and CRS tax forms.• Facilitated the yearly process of reconfirming and disclosing clients’ Finra 5130 eligibility and 5131 affiliations, providing the ability to participate in IPOs and prevent disruption of client investment strategies. • Integral member working on an initiative to revamp the firm process for dealing with client data playback, as well as its compliance with financial regulatory requirements.
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Goldman Sachs – Associate, Client Reporting – Private Wealth Management OperationsGoldman Sachs Jun 2012 - Dec 2013Greater Salt Lake City Area• Recruited as Associate of Client Reporting for the Private Wealth Management Operations, responsible for creating new services and expanding the department YoY to upwards of 25 to provide the support needed. • Responsible for constructing all team policies and procedures and automating the daily processes, contributing to a more efficient organizational workflow and time allocation.• Directed a cross-functional project and worked with Technology, Business, Compliance, and Legal to consolidate complex financial reports, delivering a significant improvement in how the firm communicates with clients and improving client experience. • Oversaw projects concerning the US/EMEA regulatory arena and the impact on ultra-high net worth individuals and investments, such as Brexit, MiFID, DOL fiduciary rule rollback, and GDPR, supporting better client engagement.• Directly managed the changes and enhancements to client Financial Reports, transitioning to 85% electronic and establishing efficiency and better client experience.
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Fleet Management / Sales RepresentativeEnterprise Dec 2009 - Aug 2010Salt Lake City Metropolitan Area• Responsible for managing a 200-car fleet, ensuring proper maintenance and safety of vehicles• Negotiated and successfully closed several new corporate accounts by targeting most frequent customers increasing by 14% the number of new contracts in a month period• Achieved the highest sales performance in two consecutive quarters by focusing on tourism and retail customers, resulting in being one of six (out of 170) employees recognized quarterly• Consulted various customers on insurance needs against personal and liability risks resulting in the establishment of good company-client relationship and $80,000 in added revenue• Developed outstanding leadership and customer relationship management skills, resulting in promotion to the highest sales volume branch in the region (2000 fleet) after 7 weeks of employment -
Sales ManagerPinnacle Security Llc Dec 2007 - Dec 2009San Francisco Bay Area• Analyzed relationship of sales vs. installation and identified need for improvement in customer retention, leading to an increase of the last by 18% in a two-month period• Examined over $1,5 million in sales trend and history and gathered enough data resulting in the projection of office sales growth and detection in areas of improvement• Coached new hires by introducing company’s core values and beliefs, and adjusting to individual’s culture, increasing sales revenue by $100,000• Trained 25 employees on sales techniques for newly constructed neighborhoods and developing areas, leading office to an increase of 17% in revenue
Jones Dias Skills
Jones Dias Education Details
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International Business -
Business - Marketing
Frequently Asked Questions about Jones Dias
What company does Jones Dias work for?
Jones Dias works for Davita Kidney Care
What is Jones Dias's role at the current company?
Jones Dias's current role is Regional Operations Director @ DaVita Kidney Care.
What is Jones Dias's email address?
Jones Dias's email address is jo****@****ird.edu
What is Jones Dias's direct phone number?
Jones Dias's direct phone number is (212) 902*****
What schools did Jones Dias attend?
Jones Dias attended Thunderbird School Of Global Management, Brigham Young University - Idaho.
What skills is Jones Dias known for?
Jones Dias has skills like English, Spanish, Sales, Time Management, Market Research, Financial And Operational Risk Management, Private Wealth Management, Regulatory Requirements, Financial Regulation, Securities Regulation, Project Management, Investment Management.
Who are Jones Dias's colleagues?
Jones Dias's colleagues are Surf Fas, Kathy Center, Eedward Burkhardt, Michelle Hildebrand, Janette Miller, Amy Porter, Carlos Perez Hernandez.
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Jones Dias
Psicólogo Da Clínica Dos Militares De Santa Catarina - Itajaí | Psicólogo Clínico Unimed BrusqueBrusque, Sc1hotmail.com -
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