Tom Walker Email & Phone Number

Brecksville, OH, US

• Project Management Professional (PMP) certifiedFINRA - General Securities Representative - Series 7 certified Assistant Vice President/Project Manager III
• Daily management of Investment Operation projects encompassing technology, regulatory, compliance, conversion, and outsourcing analysis. Manage projects across the Key Corporation footprint and outside vendors. Project.
• Regulatory compliance projects include ensuring requirements are met for requests for information, database development, and implementation within regulatory deadlines to avoid risks or penalties
• Compliance projects are analyzed to identify and resolve complex issues based on in-depth knowledge of banking system and regulatory requirements
• Conversions projects from Key specific applications to outside vendors for Key products are reviewed for resources, requirements, and timeframe for testing, branch training, implementation and documentation. Conversion.
• Outsourcing of systems are identified by using a cost/benefit analysis. This analysis focuses on increasing profitability and efficiency within departments. Reduction of staff in comparison to new technology is.

• Manager – Investments
• Manage the day-to-day operations of the Investment Operations Department
• Supervise 10 staff members responsible for Foreign Exchange and Funding processing
• Analyze monthly budgeting report to reduce expenditures by 10%
• Manage expenses and reduced staff by 20% to meet downsizing requirements by Corporate
• Hired and trained Investment staff on daily operational duties

Masters, Business

Masters Degree in Business Administration (MBA)

Bba, Managment & Labor Relations

Associate Of Liberal Arts