Patti Fleming

Patti Fleming Email and Phone Number

Retired Experienced Sr. Project and Client Relationship Manager
Patti Fleming's Location
Austin, Texas Metropolitan Area, United States
Patti Fleming's Contact Details

Patti Fleming personal email

n/a

Patti Fleming phone numbers

About Patti Fleming

Accomplished financial professional with expertise in project management related to risk and compliance, AML, cash movement systems, and trust system data quality. Successful developer of strategic alliances with client family offices and advisors. Experienced evaluator of business processes and developer of solutions to resolve regulator, client and internal partner requirements and issues.

Patti Fleming's Current Company Details

Retired Experienced Sr. Project and Client Relationship Manager
Patti Fleming Work Experience Details
  • Northern Trust Company
    Sr. Vice President - Wealth Management -Sr.Business Product Developer & Project Manager
    Northern Trust Company 1990 - 2015
    Chicago And Austin
    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
    View
  • Frito Lay
    Finance/ Accounting
    Frito Lay 1980 - 1987
    Dallas, Tx
    Manufacturing AnalystSr Internal Control AnalystSr Sales AnalystManager Accounts ReceivableManager Fixed Assets
    View

Patti Fleming Skills

Client Servicing Risk Management Wealth Management Global Custody Management Leadership Project Management Fiduciary Services Product Development Product Management Crm Trust Services Banking Financial Services Financial Analysis Finance Accounting Accounting Applications Anti Money Laundering Usa Patriot Act Financial Audits Internal Audit Regulatory Compliance Asset Management Investments Financial Modeling

Patti Fleming Education Details

Frequently Asked Questions about Patti Fleming

What is Patti Fleming's role at the current company?

Patti Fleming's current role is Retired Experienced Sr. Project and Client Relationship Manager.

What is Patti Fleming's email address?

Patti Fleming's email address is pa****@****ust.com

What is Patti Fleming's direct phone number?

Patti Fleming's direct phone number is 151222*****

What schools did Patti Fleming attend?

Patti Fleming attended Southern Methodist University - Cox School Of Business.

What are some of Patti Fleming's interests?

Patti Fleming has interest in Animal Welfare, Environment, Health.

What skills is Patti Fleming known for?

Patti Fleming has skills like Client Servicing, Risk Management, Wealth Management, Global Custody, Management, Leadership, Project Management, Fiduciary Services, Product Development, Product Management, Crm, Trust Services.

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