Karl Roessner

Karl Roessner Email and Phone Number

Chief Executive Officer at Vestmark @ Vestmark
Karl Roessner's Location
New York, New York, United States, United States
Karl Roessner's Contact Details

Karl Roessner phone numbers

About Karl Roessner

Chief executive with a career history of leading growth and transformation, strategic turnaround, acquisitions, and integrations. Trusted business partner and legal strategist with 10+ years as an executive for one of the world’s leading financial services companies and 17+ years in a law firm environment. Implements this unique combination of expertise to understand pending challenges, build out solutions, manage risks, adhere to regulations, and navigate change. Professional Highlights • Extensive board engagement as CEO and key advisor/member of an active, engaged public company board. • Major decision maker and operations manager during the turnaround of E*TRADE.• Involved in more than 100 transactions as an attorney. Led multiple recapitalization/reorganization transactions for E*TRADE and the first three acquisitions/integrations for E*TRADE following the financial crisis. Personal Style/Leadership Feedback• Thoughtful, approachable manager who unifies and motivates teams around a common goal. • Unwavering commitment to the best interest of the organization.• Excels in relatable communication with employees, stockholders, Board members, and the analyst community.• Enjoys mentoring high potential talent. Open to connecting here on LinkedIn or directly at Karl.Roessner@yahoo.com or Karl@lefteris.company.

Karl Roessner's Current Company Details
Vestmark

Vestmark

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Chief Executive Officer at Vestmark
Karl Roessner Work Experience Details
  • Vestmark
    Chief Executive Officer
    Vestmark Sep 2022 - Present
    Wakefield, Ma, Us
  • Lefteris Acquisition Corp
    Vice Chairman
    Lefteris Acquisition Corp Sep 2022 - Present
  • Lefteris Acquisition Corp
    Chief Executive Officer
    Lefteris Acquisition Corp Aug 2020 - Sep 2022
  • Oanda
    Member Board Of Directors
    Oanda Aug 2021 - Present
    New York, Us
  • Wizest
    Member Of The Board Of Advisors
    Wizest Feb 2021 - Present
    Cleveland, Oh, Us
  • E*Trade
    Senior Advisor
    E*Trade Aug 2019 - Dec 2019
    Us
    Guided and assisted in the transition of the new Chief Executive Officer.
  • E*Trade
    Chief Executive Officer
    E*Trade Sep 2016 - Aug 2019
    Us
    Set vision and led strategic direction of E*TRADE Financial Corporation and its subsidiaries and served as a member of the board of directors of E*TRADE Financial Corporation and E*TRADE Bank as well as President of E*TRADE Bank.Some highlights include: • Delivering billions of dollars improvement in market capitalization • Returned billions of dollars to shareholders through buybacks and dividends• Navigated a competitive landscape, including industry-wide price cuts, while growing revenue, and earnings per share• Significantly grew revenue and expanded operating margin• Improved the rate of new account growth and net new asset growth • Increased the pace of implementations and significantly improved market share in the stock plan administration business • Executed key acquisitions and integrations to augment and enhance customer offerings• Improved banking offerings with the development of a premium savings account and the E*TRADE line of credit • Reinvigorated an iconic brand through a new national promotional campaign
  • E*Trade
    Evp, General Counsel & Corporate Secretary
    E*Trade May 2009 - Sep 2016
    Us
    Oversaw and directed all legal, regulatory, and compliance matters of E*TRADE Financial Corporation and its subsidiaries. Served as corporate Secretary to the board of directors of E*TRADE Financial Corporation and E*TRADE Bank. Key highlights include: • Advising the board and navigating organizational transition through five CEOs over seven years • Advising the board and counseling management during a four-year period with an active shareholder representative as a board member• Advising and leading the company through multiple restructuring and reorganization transactions • Restructuring the legal and bank and brokerage compliance departments through Dodd-Frank financial reforms• Central point of communication with the Federal Reserve Bank of Richmond, the Office of the Comptroller of the Currency and multiple Federal, state and international securities regulators• Settling and dismissing a multitude of domestic and international pre-financial crisis legal and regulatory issues
  • Clifford Chance Us Llp
    Partner
    Clifford Chance Us Llp May 2001 - May 2009
    London, Gb
    Partner in the Mergers & Acquisitions Group
  • Clifford Chance Us Llp
    Associate
    Clifford Chance Us Llp Jan 2000 - May 2001
    London, Gb
  • Rogers & Wells
    Associate
    Rogers & Wells Sep 1992 - Dec 2000

Karl Roessner Skills

Mergers And Acquisitions Corporate Law Corporate Governance Securities Due Diligence Joint Ventures Capital Markets Banking Regulatory Interactions Compliance Oversight

Karl Roessner Education Details

  • St. John'S University School Of Law
    St. John'S University School Of Law
    Jd
  • Siena College
    Siena College
    Accounting

Frequently Asked Questions about Karl Roessner

What company does Karl Roessner work for?

Karl Roessner works for Vestmark

What is Karl Roessner's role at the current company?

Karl Roessner's current role is Chief Executive Officer at Vestmark.

What is Karl Roessner's direct phone number?

Karl Roessner's direct phone number is +164652*****

What schools did Karl Roessner attend?

Karl Roessner attended St. John's University School Of Law, Siena College.

What skills is Karl Roessner known for?

Karl Roessner has skills like Mergers And Acquisitions, Corporate Law, Corporate Governance, Securities, Due Diligence, Joint Ventures, Capital Markets, Banking, Regulatory Interactions, Compliance Oversight.

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