Omar Rivera Email and Phone Number
Omar Rivera work email
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Omar Rivera personal email
I am a versatile and results-oriented professional with experience and achievements combining executive leadership and wealth management skills to gain new business, increase profits, and advance the company’s mission. I have a proven ability to mitigate risk and negative tax implications and continuously demonstrated excellence in portfolio growth, team effectiveness, and solution selling across diverse industries.My expertise lies in driving teams through the development and implementation of strategic financial procedures and systems while establishing effective operational processes and structures to propel business success. My demonstrated ability to supervise strategic financial development and planning—along with my talent in leading staff and operations—positions me to make a significant and positive impact on any organization. I can foster a team culture that is aligned with the company's values and focused on delivering performance as a cohesive unit.I have excellent analytical and relationship management skills and am recognized as out of the box thinker who develops innovative ideas for solving complex problems more efficiently. I am an effective team leader with active coaching, training, and mentoring skills, multi-tasking capacity to work independently and in a team, and the flexibility to meet shifting goals and tight deadlines.I have outstanding verbal and written communication skills with excellent interpersonal and organizational skills to communicate and operate in a fast-paced and challenging environment with multiple departments and the public with a vision to drive the department. I am assured that my commitment to dealing with various roles and activities under high-pressure situations & tight deadlines would yield impeccable results.
Cibc Private Wealth Us
View- Website:
- wealthspire.com
- Employees:
- 112
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Vice President Portfolio Oversight OfficerCibc Private Wealth UsWoodbridge Township, Nj, Us -
Senior AssociateWealthspire Advisors Mar 2023 - PresentUnited States -
Project Manager Program Management OfficeCapital One Jul 2017 - Aug 2020Edison, New JerseyI was responsible for offering and implementing strategic insights and recommendations to streamline existing products, manage and design new and existing products or programs. I consistently enhanced business efficiency and secured results by spearheading a team of process managers successfully executing processes. Apart from being instrumental in designing processes and coordinating across leadership to influence bottom-line results, I oversaw multiple workflows, projects, and programs concurrently and managed effective business operations in compliance with regulatory and procedural requirements. I conducted data trends analysis to assess the effectiveness and deploy necessary benchmarks to ensure data integrity. Besides ensuring appropriate and consistent execution, I am integral in minimizing risk exposure and negative tax implications by performing business plans and non-approved assets analysis. I spearheaded strategic business projects of the Registered Investment Advisor and facilitated new product approvals, implementation, procedure documents, and the establishment of infrastructure for new and existing business initiatives. I also identified control weaknesses concerning products and system infrastructure by conducting consistent risk evaluation audits of existing programs and workflows. Moreover, I designed and orchestrated business management risk oversight processes as well as enforced internal and third-party Service Level Agreements ensuring efficient, timely, and accurate fulfillment. -
Vice PresidentCiti Nov 2015 - Jan 2017Long Island City, NyI conceptualized and executed long and short-term corporate strategies to ensure client satisfaction and enhance investment returns. Besides developing and establishing operating standards, I coached and mentored professional teams with training, development, goal setting, and productive feedback facilitating their growth in the organization. I leveraged a daily ‘break’ report to determine all inconsistencies between the trust accounting system and Charles River. I also performed holdings and investments evaluations, performance analyses, and asset allocations reviews, ensuring compliance with trust provisions. Additionally, I conducted business plans review and non-approved assets to mitigate risk exposure and minimize negative tax implications strategically. -
Senior Technical ManagerFi-Tek, Llc Nov 2014 - Nov 2015Edison, NjI was responsible for partnering with clients and the management team to comprehend and address client needs by offering optimal solutions. Besides serving as a subject matter expert on technical product designs, I reinforced internal controls by restricting and segregating user access. Additionally, I processed test scripts and evaluated the productivity of internal workflows.
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Vice PresidentMorgan Stanley Smith Barney Dec 1999 - Oct 2014New YorkProvided oversight over the management and trading of fiduciary, risk-based portfolios including; investment strategy implementation, asset allocation monitoring and performance attribution. Performed manager due diligence reviews of SMA managers, financial advisors and registered investment representatives. Served as a liaison between clients, administrators and financial advisors; resolving issues between beneficiaries, reviewing account performance and liquidity needs, manager selection and portfolio changes. Sustained high client retention rates by providing excellent customer service and developing equitable solutions to meet the goals of all interested parties. - Implemented single-account formats utilizing ETF models that surpassed revenue targets and streamlined trading processes. - Collaborated with both internal personnel and external vendors to improve efficiency and overall performance involving day-to-day activities such as; implementing an automated annual investment review process, proxy voting and affiliate security monitoring system
Omar Rivera Skills
Omar Rivera Education Details
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University Of PhoenixBusiness Administration And Management -
Berkeley CollegeInternational Business
Frequently Asked Questions about Omar Rivera
What company does Omar Rivera work for?
Omar Rivera works for Cibc Private Wealth Us
What is Omar Rivera's role at the current company?
Omar Rivera's current role is Vice President Portfolio Oversight Officer.
What is Omar Rivera's email address?
Omar Rivera's email address is om****@****ley.com
What schools did Omar Rivera attend?
Omar Rivera attended University Of Phoenix, Berkeley College.
What skills is Omar Rivera known for?
Omar Rivera has skills like Series 7, Asset Managment, Wealth Management, Mutual Funds, Series 63, Investments, Portfolio Management, Asset Management, Due Diligence, Risk Management, Financial Services, Investment Management.
Who are Omar Rivera's colleagues?
Omar Rivera's colleagues are Max Meltzer, Cfp®, Karl Stiegmann, Cfp®, Jennifer Moss, Cpa, Cfp®, Alyson Woolbright, Fpqp®, John F. Thiel, Mba, Cfp®, Julie L., Myka Koenen, Cfp®.
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Omar Rivera
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Omar Rivera
Fort Lauderdale, Fl1orionlighting.com -
Omar Rivera
It Support Specialist | Delivering Reliable Technical Solutions & Exceptional User SupportGreensboro, Nc
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