Tanner Maxwell Email and Phone Number
Tanner Maxwell work email
- Valid
- Valid
Tanner Maxwell personal email
Experienced Financial Operations Leader with a proven track record of achieving results and reducing risk. Knowledgeable in all aspects of the Financial Industry from Mutual Funds and Alternative Investments to Equities and Fixed Income. Expertise in multiple Operations areas of focus such as billing, trading and reconciliation, transformation and operational excellence amongst others.
-
Senior Vice President - Client And Institutional BillingMerrill Lynch Dec 2021 - PresentJacksonville, Florida, United States-Lead a department of ~45 associates responsible for the billing and collection of $14.5B in revenue for Merrill, Private Bank and Workplace Benefits-Manage the department’s multi-year transformation and operational excellence portfolio aimed at improving straight through processing while reducing risk and cost -
Vice President - Institutional And Retirement BillingMerrill Lynch Jun 2020 - Dec 2021Jacksonville, Florida, United States-Led a team responsible for the timely and accurate invoicing for Retirement Plans and Mutual Fund companies consisting of over $1.7B in revenue annually-Led horizontal reviews across Wealth Management Operations aimed to re-org functions, align best practices and implement control enhancements
-
Vice President - Managed Products ReconciliationMerrill Lynch Jan 2018 - Jun 2020Jacksonville, Florida Area-Managed a team responsible for the daily reconciliation of over 1.75 million client accounts and $700B in AUM invested in Firm and Advisor discretion accounts-Worked with LOB and Technology partners to in-source the portfolio management application that led to a $49.5 million cost savings per year while improving straight through processing to 99%
-
Assistant Vice President - Fund AdministrationMerrill Lynch Sep 2014 - Dec 2018Jacksonville, Florida Area
-
Team Manager - BillingMerrill Lynch Sep 2012 - Sep 2014Jacksonville, Florida
-
Assistant Supervisor - Alternative InvestmentsMerrill Lynch Jun 2011 - Sep 2012Jacksonville, Florida Area
-
Senior Operations Representative - Alternative InvestmentsMerrill Lynch Nov 2009 - Jun 2011Jacksonville, Florida Area
Tanner Maxwell Skills
Tanner Maxwell Education Details
-
Finance, General
Frequently Asked Questions about Tanner Maxwell
What company does Tanner Maxwell work for?
Tanner Maxwell works for Merrill Lynch
What is Tanner Maxwell's role at the current company?
Tanner Maxwell's current role is Senior Vice President at Merrill Lynch.
What is Tanner Maxwell's email address?
Tanner Maxwell's email address is ta****@****ofa.com
What schools did Tanner Maxwell attend?
Tanner Maxwell attended University Of Florida.
What skills is Tanner Maxwell known for?
Tanner Maxwell has skills like Alternative Investments, Six Sigma, Management, Financial Audits, Hold Series 7, Risk Management, Microsoft Excel, Problem Solving, Money Market Funds, Business Relationship Management, Customer Service, Financial Services.
Who are Tanner Maxwell's colleagues?
Tanner Maxwell's colleagues are Jeff Levy, Brian Noone, Laura Osifchin, Tommy Gunn, Cassidy Free, Crpc®, Ivett Gonzalez, Drew Littwin.
Not the Tanner Maxwell you were looking for?
-
-
Tanner Maxwell
Portland, Or1amazon.com -
-
Tanner Maxwell
West Lafayette, In
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
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.
Start your free trial