Dedicated and results-oriented financial services and financial technology leader. I bring a dynamic blend of intelligence, innovative thinking, problem solving, team building, and relatability to all my endeavors. I've spent my career developing, implementing, and ultimately leading financial products and services in both B2B and B2C realms.My broad-ranging experiences offer a unique perspective and applied understanding that resonates across various levels, roles, and environments. With me, you are getting a problem solver at heart. Nothing motivates me more than bringing people together to solve complex problems. I am a gifted communicator and presenter with strong leadership qualities and a low-ego approach. These skills have served me well in both investment services and supply chain finance.
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Director, PartnershipsC2FoKansas City, Mo, Us -
Director Of OperationsC2Fo Sep 2021 - PresentLeawood, Kansas, United States○ GM responsibilities for payment card products including FP&A, vendor selection and management, leadership of the sales organization, digital marketing, risk management, operations, and product development○ Leader of product management teams for both card and lending products○ Design and implementation of fraud prevention and monitoring systems○ Primary liaison to issuing bank, managing all compliance and due diligence functions ○ Development of internal BI reporting system and associated quantitative analysis
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Director Of Operations And SupervisionCopper Financial Feb 2015 - Sep 2021Lenexa, Ks○ Management of daily operations including account opening, trade entry, trade supervision, asset movement, account maintenance and commission accounting for BD/RIA with $1.5 Billion AUM○ Digital wealth platform development and enterprise program integrations leader○ Leading systems architect for custom backoffice operating system in SFDC○ Respondent to regulatory examinations and annual audit of financial statements○ Product development and project management, quality control, due diligence, and data analysis -
New Business PrincipalVsr Financial Services Jul 2013 - Jan 2015○ Primary principal for all business, including mutual funds, annuities and brokerage account activity○ Daily OSJ functions including review of client communication and correspondence○ Ad-hoc reporting and analysis to enhance surveillance and controls
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Regional Branch SupervisorWells Fargo Advisors Apr 2009 - Jul 20131. Qualified supervisory review of branch trade activity2. Review of electronic communications and correspondence3. Primary suitability analyst for fixed and variable annuity submissions4. Detailed business mix and compliance-related reporting5. Frequent interaction with market/complex managers and other regional personnel in regard to sales supervision -
Advisory SpecialistFirst Allied Advisory Services Aug 2007 - Apr 20091. Development and implementation of advisory account platforms, fee schedules2. Ad-hoc reporting and cash flow analysis of advisory business mix3. Principal approval of advisory contracts, fee-based planning engagements
Philip Bess Education Details
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Finance
Frequently Asked Questions about Philip Bess
What company does Philip Bess work for?
Philip Bess works for C2fo
What is Philip Bess's role at the current company?
Philip Bess's current role is Director, Partnerships.
What schools did Philip Bess attend?
Philip Bess attended Truman State University.
Who are Philip Bess's colleagues?
Philip Bess's colleagues are Robert Lavalley, Ernesto Esteban, Manas Modi, Gustavo Riestra, Dirk Braun, Trey Zartman, Dustin Mcilvain.
Not the Philip Bess you were looking for?
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Phillip Bess
Jackson, Mo5lmcindustries.com, gmail.com, lmcindustries.com, gmail.com, mississippilime.com2 +163628XXXXX
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Phillip Bess
Technical Support Specialist At Office Of Information Technology, State Of MaineWaldoboro, Me4gmail.com, gmail.com, gmail.com, maine.gov3 +120762XXXXX
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Philip Bess
South Bend, In1nd.edu -
3bessplanning.com, alutiiq.com, atlasexecutive.com
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