Sylvia Molina Email and Phone Number
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Sylvia Molina personal email
A highly experienced financial services leader with more than 15 years history of executing and driving results. Experienced with new product launches and initiatives and product management. Extensive project management skills with a proven track record of leading cross functional teams to success. Excel at creating highly effective teams by identifying talents, skills and knowledge of individuals and arranging roles for maximum productivity. Strong relationship building skills. Also skilled at developing and expanding business to business relationships. Specialized experience in Wealth Management, Retirement plans and the Independent Registered Investment Advisor Industry (RIA's)
Assetmark
View- Website:
- assetmark.com
- Employees:
- 640
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Contractor-Product ManagerAssetmark Jun 2017 - PresentConcord, CaRetirement Services
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Contractor- Sr. Progam ManagerCharles Schwab Mar 2016 - Mar 2017San Francisco Bay AreaHR- Company Relocation Program -
Contractor- Program ManagerBank Of The West Nov 2014 - Feb 2016San Ramon, CaBSA/ AML OperationsRemediation -
Contractor- Program ManagerAssetmark ( Formally Genworth Financial Wealth Management) Nov 2012 - Jul 2014Pleasant Hill/ConcordProject Management - InvestmentsDigital Product Management
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Managing Director, Product Management Trust Advisor ServicesCharles Schwab (Schwab Institutional) Jul 2005 - May 2012San Francisco Bay Area-Product Development and Implementation of Subcustody Platform - ( Assets under management north of 1 billion dollars)-National and regional marketing event planning-Subject matter expert to internal business development and client relationship partners. Including direct contact with principals as needed. -Qualified potential business development opportunities for custody clients with assets under fifty million.-Legal Liaison for a suite of trust products including contract administration and participation in negotiation. Includes the development and management of internal procedures and on going contract updates-Relationship management of key trust accounting software companies, managining vendor work orders, NDA's and data download implementations.
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Director, Project ManagementCharles Schwab Aug 2000 - Jun 2005-Led a team of senior project managers in the business integration efforts of implementing a multi million and multi year cross enterprise cashiering system, including online channel implementaion.-Developed Business cases and oversaw management of mulitiple regulatory and system enhancement initiatives.-Execution of deliverables using applied Project Management displines such as RUP and PMI.-Managed multi million dollar project budgets, project risks and resources.
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Sr. Project ManagerCharles Schwab Oct 1997 - Aug 2000-IRS revenue code interpretation and application as it pertained to the Roth IRA and other retirement plans.-Development of creative strategies for addressing identification of system gaps prior to implementaion.-Sucessfully fast tracked implementation of Roth IRA and other retirement plan products across mulitple cashiering systems and enterprises.
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Asst. Vice PresidentCenfed Bank Oct 1987 - Oct 1997Pasadena, Ca-Set banking operational policies and procedures for 18 regional branch offices. -Regulatory oversight for tax reporting, ATM transactions, OFAC and state escheat. -Administration of IRA's and Small Business Retirement Plans
Sylvia Molina Skills
Sylvia Molina Education Details
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Marketing
Frequently Asked Questions about Sylvia Molina
What company does Sylvia Molina work for?
Sylvia Molina works for Assetmark
What is Sylvia Molina's role at the current company?
Sylvia Molina's current role is Contractor-Product Manager at AssetMark.
What is Sylvia Molina's email address?
Sylvia Molina's email address is sy****@****rth.com
What schools did Sylvia Molina attend?
Sylvia Molina attended California State University-Northridge.
What skills is Sylvia Molina known for?
Sylvia Molina has skills like Financial Services, Project Management, Management, Wealth Management, Risk Management, Strategy, Cross Functional Team Leadership, Product Management, Business Development, Leadership, Crm, Banking.
Who are Sylvia Molina's colleagues?
Sylvia Molina's colleagues are Eric Alexander, Reed, (Assetmark), Megan Fuehrer, Sunil Bosco Rodrigues, Angie Trumble, Dana Burkhardt, Lauren Kang.
Not the Sylvia Molina you were looking for?
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Sylvia Molina
Integrated Marketing | Social Media | Digital Marketing | Advertising | Media Planning | Digital Media | ContentDallas-Fort Worth Metroplex5gmail.com, marykay.com, marykay.com, heart.org, heart.org3 +197268XXXXX
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Sylvia Molina
92Y Supply Specialist/ Property Book Ncoic @ Army National Guard | Attention To DetailAlbuquerque, Nm2mail.mil, us.army.mil -
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Sylvia Molina
Austin, Tx1bcsmis.com
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