Tom Cohen Email and Phone Number
Over the course of my career in Finance, the players, products, and technologies have changed, but the thing that has remained the same has been clients having problems that need to be solved. Creating teams that provide effective solutions is at the center of my work. In aligning products and capabilities with opportunities, I have been able to exceed the expectations of our clients and, in doing so, elevate client relationships into strategic partnerships. Achieving that result is a challenge that requires hiring the right people, knowing the products and industry, fostering relationships with clients, communicating clearing, and staying at the forefront of a rapidly changing environment. These opportunities of making an impact while continually learing are as rewarding today as when I started my career. Leadership: Hiring & Coaching • Cross Functional Collaboration • Presenting & Influencing • Leading Global Teams Product Management • New Client Acquisition Implementation Management • Relationship Management • Strategic Partnerships • Client ExperienceNegotiation • Service & Support • Budgets, Forecasts & Cost Control • Problem Solving • Setting Strategy • Data-Driven Decision MakingIndustry: Wealth & Investment Management, Hedge Fund, High Frequency Trading, Fixed Income, Equities, & other Capital Markets Products • Operations • Legal & Compliance • Sales & Trading • Risk ManagementTechnology : Program Management • Advocating Technology to C-Level • Transformation • Agile Methodology • Technology Strategy • Technology Lifecycle • Automation • Defining & Adopting Best Practices • Incident Management • Problem Management • Change Management • Site Reliability EngineeringI am always interested in learning about how teams achieve success and sharing how we have achieved ours.
Endava
View- Website:
- endava.com
- Employees:
- 9517
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Capital Markets Client Partner And Account ManagerEndavaUnited States -
Capital Markets Client Partner / Client Account ManagerEndava Jul 2022 - PresentNew York, New York, United StatesPrincipal day-to-day contact for Capital Markets clients, ensuring seamless communication and account management.Accountable for shaping the work, the content of proposals and bids, maintaining good client relationships, the strategic account plan, overseeing the solution we are delivering, the quality of work being performed, financial and work-force planning and forecasting, risk and issue management, contracts and renewals, and, most importantly, the overall success, profitability and long-term health of our clients.Ensure clean, on time, and within budget delivery from contracted Endavans in Near Shore and Close-to-Client locations.Contributed and taught a course in the internal training program designed to educate associates about Capital Markets.Advocate for adopting and leveraging Large Language Model/GenAI within Capital Markets, staying ahead of industry trends. -
Vice President, Technology Service DeliveryBroadridge Aug 2017 - Jul 2022My global team of over 40 professionals supports delivering products and solutions to our clients. My time is spent positioning the team to do that successfully through hiring and coaching, defining priorities, matching skill sets to solutions, and meeting with current and prospective clients to ensure their needs are met. -
Program & Project Manager - Global Wealth Mgmt, Chase Wealth Mgmt, Consumer BankJ.P. Morgan Apr 2013 - Aug 2017While in this role, I managed many large scale programs including the EMV Chip Card program delivering Chase Debit Cards to Chase consumers, a new advisor workstation for Chase Private Client Advisors, and a state of the art application for onboarding International and US Wealth Management clients. I also managed the Money Movement workstream within Digital to bring investment transfers and money movements online for clients. -
Client Implementation & Client Service Manager, VpJpmorgan Clearing Corp Jun 2005 - Apr 2013New York, NyIn this role, I worked closely with clients as they transitioned from their former Clearing firm into the offering provided our team at JPMorgan. I was involved in all aspects of the transition including in the prospect phase as well as requirements gathering, implementation, testing, problem-solving, and expansion of solutions to ensure client satisfaction. -
Asset Management SpecialistGoldman Sachs Apr 2003 - Jun 2004Jersey City, NjWhile at Goldman, I helped the Asset Management team build a database that supported their assets management and corporate action steam. This database ultimately eliminated manual process through automation. -
Client Services ManagerHerzog Heine Geduld Apr 2000 - Jun 2002Jersey City, NjI managed Correspondent Clearing firms from their inception into the firm, which included direct connectivity with various exchanges along with implementation onto Broadridge-based back office systems. I also supported the merger of Herzog, Heine & Geduld into Merrill Lynch particularly around supporting clients as they transition to other Clearing firms.
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Analyst, Global Clearing Services, Prime Broker DeptBear Stearns & Co Jan 1998 - Apr 2000Brooklyn, NyI was a member of their Prime Brokerage Analyst Program.
Tom Cohen Education Details
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Bachelors
Frequently Asked Questions about Tom Cohen
What company does Tom Cohen work for?
Tom Cohen works for Endava
What is Tom Cohen's role at the current company?
Tom Cohen's current role is Capital Markets Client Partner and Account Manager.
What schools did Tom Cohen attend?
Tom Cohen attended University Of Scranton.
Who are Tom Cohen's colleagues?
Tom Cohen's colleagues are Maria Alejandra Sánchez Torres, Gabriel Bernachea, Raluca Ignat, Marta Štefanič, Alexandra Matei, Andrei Ludusan, Miroslav Goranov.
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