Timothy Walker Email and Phone Number
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Timothy Walker personal email
Operations and Service leader with proven business results in operations management, project management, and call centers, leveraging technology and Process Excellence methodologies to streamline business processes, reduce operating costs, and improve service.Specialties: Director of Operations Business Strategy and PlanningPeople Leadership and EngagementProgram/Project ExecutionCall Center Operations and TechnologyBusiness Process RedesignWorkflow and Process AutomationTransformational ChangeProcess Excellence (Lean/Six Sigma)
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Executive Director, Strategic Programs Wealth ManagementUbs Financial Services Sep 2015 - PresentWeehawken, New JerseyResponsible for key strategic new business, regulatory, and technology initiatives supporting the Wealth Management Americas business. Current initiatives include; implementing account opening and funding client experience and operational processes for new digital product in collaboration with Fin Tech partner, program management for integration of portfolio management and trading platform for Advisory products, and planning and preparation for Department of Labor Fiduciary Standards rule across Operational processes. -
Executive Director, Wealth Management Business PartnerUbs Financial Services Jan 2014 - Sep 2015Weehawken, New JerseyRelationship partner to senior business stakeholders for resource planning across Operations catalogue of Services. Contributed to implementation of new Global Operations target operating model within the Americas region including introduction of new Business Partner role. Collaborated with Operation's heads to identify key business services to facilitate the creation of Service Utilities which resulted in a reduction of direct costs to Wealth management business of 30% over 2 year period.
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Executive Director, Process Excellence/Pmo Wealth Management AmericasUbs Financial Services Apr 2012 - Jan 2014Weehawken, NjHead of Process Excellence/Lean Six Sigma deployment across Wealth Management Americas divisions. Business owner of Wealth Management Workflow/BPM platform and multi year change program. Also responsible for the Project Management Office supporting key regulatory and technology projects for Wealth Management Operations.Trained and mentored 200+ high potential employees as Green and Black Belts across all divisions of Wealth Management. Efficiency gains of 100,000 annual hours saved in initial year of launch from completed projects. Workflow Program identified and implemented front to back workflow projects that resulted in 180,000 annual hours saved in front and back office.
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Executive Director, Service Group Wealth Management AmericasUbs Financial Services Mar 2009 - Apr 2012Jersey City, NjResponsible for service support, for UBS Wealth Management Financial Advisors and branch office staff. Also responsible for call center platform including work force management, call routing, IVR, and technology infrastructure for UBS call centers.
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Director, Strategic Development And InnovationMerrill Lynch Oct 2007 - Sep 2008Pennington, New JerseyResponsible for strategy, planning, and execution of large scale enterprise technology initiatives. Managed the multi year Client Data Management Program to transform business processes to utilize a single enterprise view of the client, across all products and services. Accountable for budget and integrity of enterprise client data, account opening and document management platforms. Platforms contain 9 million accounts, 10 million client records, and 250 million document images. -
Director, New Accounts DepartmentMerrill Lynch Aug 2003 - Oct 2007Pennington, New JerseyRe-engineered the account opening and client maintenance processes, the internal call center, and compliance controls supporting the Global Wealth Management business (750,000 accounts opened, 5.2 million maintenance changes, and 700,000 service calls annually). Collaborated with business partners to develop and execute a multi year Account Opening re-engineering strategy. Over a two year period, reduced total time to open accounts from 6 days to the same day, and the time required to enter account opening information by 70%. Employee engagement programs implemented in department resulted in improved employee survey scores of 16 points in one survey year.
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Director, Six Sigma Project ChampionMerrill Lynch Jun 2000 - Aug 2003Pennington, New JerseySelected to be part of leadership team to launch Six Sigma within Merrill Lynch, initially within Operations but subsequently expanded to Marketing, Advisory, Banking and Technology. Program realized hard savings in excess of $100 million in first year. Collaborated with multiple Process Owners to identify and manage the execution of Lean/ Six Sigma projects. Personally managed teams of Black Belts, and identified projects over a two year period that achieved an annualized cost savings of $20 million.
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Vice President, Call Center Technology SupportMerrill Lynch Jun 1998 - Jun 2000Led team of project managers responsible for supporting and optimizing call centers, through enhancements to the voice response system (speech recognition), call routing, and scheduling software. Managed the metrics and workforce management teams supporting three call centers, across three sites, with total of 1,000 agents.
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Vice President, Financial Advisory Center (Currently Merrill Edge)Merrill Lynch Jun 1996 - Jun 1998Somerset, New JerseyManaged sales/service call center supporting mass affluent clients migrated from full service Financial Advisor model to 800 service model (now known as Merrill Edge). Established processes, staffing, training, and measurement systems, and delivered technology to expand Merrill Lynch Financial Advisory Center from six office test pilot, to nationally scalable model.
Timothy Walker Skills
Timothy Walker Education Details
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Management -
Economics
Frequently Asked Questions about Timothy Walker
What company does Timothy Walker work for?
Timothy Walker works for Ubs Financial Services
What is Timothy Walker's role at the current company?
Timothy Walker's current role is Executive Director - Strategic Programs Wealth Management at UBS Financial Services.
What is Timothy Walker's email address?
Timothy Walker's email address is ti****@****mum.net
What schools did Timothy Walker attend?
Timothy Walker attended Monmouth University, Montclair State University.
What are some of Timothy Walker's interests?
Timothy Walker has interest in Leadership, Woodworking, Family Man, Business Process Automation/design.
What skills is Timothy Walker known for?
Timothy Walker has skills like Project Management, Business Analysis, Process Improvement, Strategic Planning, Strategy, Management, Business Process, Leadership, Operations Management, Pmo, Business Strategy, Six Sigma.
Who are Timothy Walker's colleagues?
Timothy Walker's colleagues are Karina Joyner, Andrea Bufalini, Amit Mishra, Yaryna Kurdoba, Aleksandra Czarna, Wilson J. Lee, Cima®, Charles Wehmeyer.
Not the Timothy Walker you were looking for?
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Timothy Walker
Park City, Ut2westminstercollege.edu, theexperiagroup.com1 +186052XXXXX
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Timothy W.
Philadelphia, Pa -
3countyofessex.on.ca, yahoo.com, willis.com2 +151720XXXXX
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Timothy Walker
Nashville Metropolitan Area5gmail.com, fiberweb.com, yahoo.com, hotmail.com, traverse.ltd2 +161556XXXXX
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