Raymond Galvin Email & Phone Number

• Led a suite of process improvements and technical operations initiatives to support the wealth management department responsible for $10B total assets under managed, identifying process improvements which reduced labor.
• Managed a cross-functional team of 6 staff responsible for monitoring and tracking and processing trades, improving team performance by more 1.5% (up to 98.5% accuracy) than while maintain an industry-high retention.
• Created a series of business models for the Sales & Marketing team which were used to create structures for the products the team provides to the clients, which is estimated to contribute to more than $450,000 in.
• Launched the organization’s unlisted investments database, successfully deploying the database which is expected to allow for the tracking of long-term investments and have a cost savings impact of more than $100,000.
• Implemented a multitude of all-staff operational trainings on process, databases, and account management best practices, attended by more than 100 staff per year with an average KPI improvement in trained areas of more.

• Oversaw a portfolio of >250 accounts valued at more than $150B, including serving as a key point of contact for four high profile clients valued at $40B+, ensuring a client satisfaction rate of 90% and a client.
• Spearheaded cash management initiatives for international portfolios, working across multiple currencies to determine appropriate cash management actions, resulting in no transaction errors over 3 years.
• Provided tier 1 account management support for clients consistently receiving 5/5 on client surveys.
• Acted as chief solutions architect for client issues, engaging with 10-15 clients per week, anticipating problems and proposing solutions which directly contributed to company high retention and satisfaction.
• Served as a subject matter expert on topics including reporting, equities, limited partnerships, process flows, and client services, leading staff development on these areas and serving as consultant to executive-level.

• Directed more than 250 client accounts, processing trades, onboarding new partners, and providing daily reporting for a book of business worth $750MM.
• Served as a cross-functional leader, collaborating with more than 24 staff across 4 teams, resolving key issues regarding investment management, optimizing 2+ years of account cleanup and bringing accounts in to 100%.
• Implemented a series of national training serving more than 8 new partners on topics including Bank Loan Procedures and Alternative Assets with a >90% attendee mastery percentage on topics surveyed 3 months after.

• Acted as Operations Manager and Tier 1 client support for clients, residents, families, physicians, and vendors of a 36,000 square foot rehabilitation and long-term living center with an operating budget of more than.
• Oversaw data entry and confidential record keeping as well as HIPPA compliance, verifying medical benefits and input client information into Salesforce with a 100% regulatory compliance and data accuracy over tenure.

• Oversaw A/R, A/P, and financial reporting for the advertising wing of a 12-page campus newspaper, driving a increase in advertising revenue of more than 25% within the first year.

Bachelor Of Business Administration (B.B.A.), Finance, General

Associate Of Arts (A.A.), General Studies