Tom Cohen

Tom Cohen Email and Phone Number

Capital Markets Client Partner and Account Manager @ Endava
United States
Tom Cohen's Location
New York, New York, United States, United States
About Tom Cohen

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.

Tom Cohen's Current Company Details
Endava

Endava

View
Capital Markets Client Partner and Account Manager
United States
Website:
endava.com
Employees:
9517
Tom Cohen Work Experience Details
  • Endava
    Capital Markets Client Partner And Account Manager
    Endava
    United States
  • Endava
    Capital Markets Client Partner / Client Account Manager
    Endava Jul 2022 - Present
    New York, New York, United States
    Principal 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.
  • Broadridge
    Vice President, Technology Service Delivery
    Broadridge Aug 2017 - Jul 2022
    My 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.
  • J.P. Morgan
    Program & Project Manager - Global Wealth Mgmt, Chase Wealth Mgmt, Consumer Bank
    J.P. Morgan Apr 2013 - Aug 2017
    While 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.
  • Jpmorgan Clearing Corp
    Client Implementation & Client Service Manager, Vp
    Jpmorgan Clearing Corp Jun 2005 - Apr 2013
    New York, Ny
    In 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.
  • Goldman Sachs
    Asset Management Specialist
    Goldman Sachs Apr 2003 - Jun 2004
    Jersey City, Nj
    While 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.
  • Herzog Heine Geduld
    Client Services Manager
    Herzog Heine Geduld Apr 2000 - Jun 2002
    Jersey City, Nj
    I 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.
  • Bear Stearns & Co
    Analyst, Global Clearing Services, Prime Broker Dept
    Bear Stearns & Co Jan 1998 - Apr 2000
    Brooklyn, Ny
    I was a member of their Prime Brokerage Analyst Program.

Tom Cohen Education Details

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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