Philip Roy

Philip Roy Email and Phone Number

Financial Services Executive with over 20 years of experience in operations and client relationship management @ JPMorgan Chase & Co.
new york, new york, united states
Philip Roy's Location
Dallas-Fort Worth Metroplex, United States
Philip Roy's Contact Details

Philip Roy work email

Philip Roy personal email

n/a
About Philip Roy

20 years in Trust, Custody, and Investment Banking Operations, specializing in Corporate Actions / Corporate Reorganizations. Proven successful track record and sustained superior performance in client relationship management, income processing, proxy, class actions, risk management, and process improvement. Highly regarded for team building, managing / mentoring staff, and communication skills.

Philip Roy's Current Company Details
JPMorgan Chase & Co.

Jpmorgan Chase & Co.

View
Financial Services Executive with over 20 years of experience in operations and client relationship management
new york, new york, united states
Website:
jpmorganchase.com
Employees:
286575
Philip Roy Work Experience Details
  • Jpmorgan Chase & Co.
    Retired
    Jpmorgan Chase & Co. Nov 2021 - Present
    View
  • Retired. Interested In Volunteering Related To Finance.
    Looking For Volunteering In Finance Related Subject Matter.
    Retired. Interested In Volunteering Related To Finance. Jul 2017 - Present
    Dallas/Fort Worth Area
  • Open To New Opportunities In Financial Services
    Former Vice President At One Of The Largest Banks In The United States
    Open To New Opportunities In Financial Services Jul 2017 - Present
    Dallas/Fort Worth Area
  • Jpmc
    Vp
    Jpmc Jul 2002 - Jul 2017
    World Wide Securities Operations, Treasury and Securities Services
    View
  • Jp Morgan Chase
    Vice President
    Jp Morgan Chase 2002 - Jul 2017
    Managed the Corporate Reorg Premium Client Service team for JPM's largest institutional clients; Managed the Corporate Reorg Teams for Institutional Custody - one of the largest in the US. Managed the Income Department for Institutional Custody - processed over $88 billion an month.
    View
  • Jpmorgan Chase & Co.
    Vice President
    Jpmorgan Chase & Co. Jul 2013 - Jun 2017
    Dallas/Fort Worth Area
    Relationship manager and client service manager for JP Morgan's 400+ middle market cliets with over 2000 accounts with assets under custody of $59 billion. Managed a team responsible for inquiry resolution, client deliverables, and regulatory reporting. Knowledgeable of trust, ERISA, and Department of Labor regulations.
    View
  • Jp Morgan Chase Bank
    Vice President
    Jp Morgan Chase Bank Jan 2010 - Jul 2013
    Dallas/Fort Worth Area
    Asset Services manager responsible for (1) American Depository Receipts (ADRs) tax documentation; tax reclaims and Relief at Source; (2) Proxies; (3) Corporate Actions and Income for the Custodial Trust Company (CTC); (4) MCA Control; (5) Asset Services Control Manager. (6) Investment Bank Mandatory Corporate Actions and Proxy.
  • Wachovia Bank
    Assistant Vice President
    Wachovia Bank Jun 1997 - Jul 2002
    Managed the Corporate Actions department for Wachovia Trust Operations.
    View

Philip Roy Skills

Securities Financial Services Fixed Income Risk Management Mutual Funds Equities Global Custody Banking Loans Capital Markets Securities Lending Swift Payments Corporate Actions Back Office Bonds Financial Markets Trading Financial Risk Cash Management Prime Brokerage Series 7 Alternative Investments Asset Management Bloomberg Hedge Funds Middle Office Portfolio Management Relationship Management Settlement Wealth Management Back Office Operations

Philip Roy Education Details

Frequently Asked Questions about Philip Roy

What company does Philip Roy work for?

Philip Roy works for Jpmorgan Chase & Co.

What is Philip Roy's role at the current company?

Philip Roy's current role is Financial Services Executive with over 20 years of experience in operations and client relationship management.

What is Philip Roy's email address?

Philip Roy's email address is ph****@****bal.net

What schools did Philip Roy attend?

Philip Roy attended Florida Institute Of Technology, Old Dominion University.

What skills is Philip Roy known for?

Philip Roy has skills like Securities, Financial Services, Fixed Income, Risk Management, Mutual Funds, Equities, Global Custody, Banking, Loans, Capital Markets, Securities Lending, Swift Payments.

Who are Philip Roy's colleagues?

Philip Roy's colleagues are Kristina Khachunts, Susan John, Mark Young, Leena Alajlani, Jordyn Fuchs, Antonio Lucero, Noble Taylor.

Not the Philip Roy you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.