Sr. Vice President - Wealth Management -Sr.Business Product Developer & Project Manager
Project Manager & Product Developer for Wealth Management business unit. Run all aspects of projects, including system development, that impact clients and internal partners. Focus is on applications that surround Risk Management and Compliance and AML, as well as money movement systems.Practice Leader- Development of new position with oversight for compliance and development of Best Practices within the Ultra High Net Worth/Family Office department Division Manager & Sr. Relationship Manager - Ultra High Net Worth department (investable assets in excess of $100MM) whose clients had established family offices. Coordinated all aspects of client relationships for building and maintaining global custody, fiduciary, investment and banking servicesSr. Recruiter-Wealth Management Business Unit/Personal Financial Services