Robert Rowland Email & Phone Number

Massapequa, NY, US

New York, NY

Cost Savings Optimization – Coordinated efforts to achieve in excess of $25M in annual net savings across client’s regional business lines. Performed value realization by confirming estimated cost savings and return on investment. Managed program activities and facilitated Operating and Steering Committee updates. Project Management – System.

New York, NY

AML and OFAC Screening Processes: Project lead; conducted a full-scope data validation, from the source payment system to the destinations for AML and OFAC screening for a foreign bank fined under DFS 504.Volcker Internal Control Framework: Managed team to establish testing framework to ensure internal controls met Volcker Rule requirements for trading.

New York, NY

Financial Planning & Analysis: Led efforts to re-engineer firm’s end-to-end profit and loss reporting process by line of business and product. Improvements resulted in automated data feeds, segregation of duties, and enhanced control functions to ensure data accuracy and timeliness of report generation. Corporate Budget & Forecast: Managed the.

New York, NY

Program Management – System Implementation: Managed the implementation and rollout of department-wide (sales practice unit, mutual funds) market surveillance platform.Risk Management: Coordinated Global Wealth Management’s senior management response to the Compliance Risk Assessment, a corporate initiative providing the Board and senior management with an.

New York, NY

Business Strategy: Member of the relationship management team that supported business development at two large investment banks, with overall annual account revenue exceeding $15 million. Designed a strategy to assist a U.S. investment services bank in identifying opportunities to increase revenue and improve profitability by offering equity products.

New York, NY

Mba, Accounting

Bba, Finance