Valerie Kalderon Email and Phone Number
Austin, TX, US
Valerie Kalderon's Location
Austin, Texas, United States, United States
Valerie Kalderon's Contact Details
Valerie Kalderon work email
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Valerie Kalderon personal email
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Valerie Kalderon phone numbers
About Valerie Kalderon
Senior executive with 25+ years global management experience in technology, operations, client service, program management, product and process improvement. A seasoned process, program and project manager, effectively develops staff and establishes strong relationships with clients and business partners. Able to utilize exceptional breadth of experience to successfully execute on business strategies.Specialties: * Global Program / Product Management * Global Team Management, including off- shore/near-shore * High Performance workplace building * Technology Management* Operations Management* Collaboration Tools and Methods* Analytics and Performance Management* M&A Due-Diligence and Integration
Valerie Kalderon's Current Company Details
Opening Bell Ventures Llc
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Head of Trading and Co-Founder
Austin, TX, US
- Website:
- openingbellventures.com
- Employees:
- 9
Valerie Kalderon Work Experience Details
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Head Of Trading And Co-FounderOpening Bell Ventures LlcAustin, Tx, Us
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Head Of Trading & Co-FounderOpening Bell Ventures Llc Sep 2022 - PresentFlorida, United States
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Coo & Co-FounderOpening Bell Ventures Llc May 2020 - Sep 2022Austin, Texas, United StatesOpening Bell Ventures represents a portfolio of services and products primarily focused at producing cutting-edge digital experiences. We help our clients shape and successfully execute on their digital agenda by and ensuring adoption through all facets of their organization.Today, more than ever, companies are facing an accelerated digitization imperative as their workforce becomes fully distributed and their financial goals become ever more challenging. Virtual workforces add yet another layer of complexity to successfully manage through change and subject matter experience matters more than ever.We help you accomplish your goals by employing multi-disciplinary teams led by expert change-agents. We are obsessive about your success and partner with you around the clock to develop a vision, successfully execute it and fully realize the benefits.Contact me directly or visit our web site schedule an introductory call and see how we can best join forces.
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Head Of TradingOpening Bell Ventures Llc Jan 2017 - May 2020Austin, Texas
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Head Of Customer CareAngelsense 2015 - Dec 2016Austin, Texas -
Global Program Manager - Rates Middle OfficeJ.P. Morgan 2013 - 2015Greater New York City AreaGlobal Program Manager for Rates Middle Office supporting key operational programs inclusive of strategic technology implementations, operational controls, regulatory and continuous improvement. -
Global Program Manager - Brazil ExpansionJ.P. Morgan 2012 - 2013Greater New York City AreaProgram Manager for the Worldwide Securities Services Brazil Expansion, a multi year program establishing Direct Custody & Clearing, Fund Accounting, Local Custody, Alternatives and Fiduciary Services in Brazil. Established governance, reporting and communication plan. Responsible for defining and managing project scope, methodology/approach and overall management of the cross functional workstreams. Oversight for the system selection process and proof of concept. Manage business requirements, change control and end to end test execution. Senior management communication and reporting. Full P&L responsibilities.
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Senior Program Manager - Global Fund Services & AlternativesJ.P. Morgan 2008 - 2012Greater New York City AreaSenior Global Program Manager overseeing large-scale programs, client on-boarding, outsourcing and M&A integrations for Global Funds Services and Alternatives in the Americas. Financial Product knowledge includes Fund Accounting, Fund Administration, Transfer Agency, Hedge Fund Services, Private Equity and others. Manage due-diligence of target acquisitions, identify functional gaps, assess transaction feasibility and produce development plans and internal cost models. Lead all program-related client interaction including joint working groups and chair program steering committees. Global matrix management of all program resources inclusive of product managers, technology, operations, real estate, HR and legal teams. Manage centers of excellence for business analysis and test management. Harness organizational SMEs to create structure and conform to program commitments.
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Product Manager, Benefit PaymentsJ.P. Morgan 2005 - 2008Greater New York City AreaResponsible for the overall management and P&L of the Benefit Payment product within Global Fund Services. Set and execute product strategy and determine competitive product pricing models. Oversaw client support, product enhancements, transitions and new business development. Managed requirements prioritization and negotiation with multiple stakeholders. Matrix management of all product related work streams inclusive of marketing, sales, deal management and client presentations, business development strategies, service level agreements as well as overall service levels and customer satisfaction. Continuously stayed on-top of competitor offerings and producing research and analysis that integrated into product roadmap.
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Product Manager, Global CustodyJ.P. Morgan 2004 - 2005Greater New York City AreaManagement responsibilities for various custody sub-products inclusive of Transaction Initiation, DataXchange and Reconciliation. Full P&L oversight for all assigned products. Defined and managed business requirements and enhancement queues through prioritization of client and internal needs. Produced and maintained product roadmaps and release scheduled.Liaised between clients, relationship managers, operations, service and technology to ensure all requirements and enhancements followed roadmaps and met clients needs to the highest satisfaction levels. Participated in RFP response teams as a subject-matter-expert on managed products and represented custody product management and the bank in various industry forums such as ISITC and AMF.
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Product Manager, EbusinessJ.P. Morgan 2002 - 2004Greater New York City AreaResponsible for the successful planning, design, development and deployment of inbound internet portal offerings for Investor Services. Products included Transaction Initiation, News & Reference, Performance, DataXchange and InfoMatch.Facilitate the gathering of business requirements and their conversion into technical requirements for both internal and third-party development teams. Evaluated, selected and managed offshore teams from various vendors to participate in product development. Coordinate annual budget planning, spending, measurements and reconciliation for the eBusiness and product development teams. Liaised with business partners, vendors, clients, QA and technology constituents to produce and subsequently maintain a highly successful product line.
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Technology Manager, Global Client TechnologyJ.P. Morgan 1997 - 2001Greater New York City AreaManaged global technical support, entitlements, client training and quality assurance teams (150+) for Investor Service LOB proprietary client access products. Supported 450 clients utilizing twenty products on over 5,000 desktops worldwide. Introduced 'Follow the Sun' support model over four global locations. Liaised between clients, product management and product development organizations to deploy product releases and resolve client reported incidents.
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Customer Service Manager, Platinum Client Pension TeamJ.P. Morgan 1995 - 1997Greater New York City AreaManaged a team of pension administrators supporting key platinum client retirement accounts totaling over $35BB. Responsible for reporting to global investment advisors. Managed prioritization of technology and business process enhancements. Ensured adherence to agreed-upon service agreements and maintained a high quality service levels. Bolstered and further developed client relationship with this key account for the firm.
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Senior Portfolio AdministratorGoldman Sachs 1993 - 1995Greater New York City AreaResponsible for the daily cash/asset reconciliation of fixed income accounts totaling over $6BB. Securities included: mortgage backed, asset backed, corporates, treasuries, repos, futures, municipals, CMOs and TBAs. Reporting responsibilities for client account transactions, holdings, performance and benchmark returns. Also acted as a liaison between portfolio managers, clients and custodians. -
Trust Operations ManagerSei 1990 - 1993Greater Philadelphia AreaManaged a $4.5BB Trust Operations Unit responsible for: trade settlement, daily cash reconciliation, corporate actions, income processing, asset maintenance and securities transfer. -
Retirement Plans CoordinatorPnc 1989 - 1990Greater Philadelphia AreaStarted as a management trainee and later promoted to the role of a Retirements Plan Coordinator with responsibilities for responding to both institutional and individual inquiries regarding trading, IRS regulation, account transfers and tax reporting.
Valerie Kalderon Skills
Financial Services
Program Management
Hedge Funds
Process Improvement
Project Management
Product Management
Vendor Management
Crm
Outsourcing
Private Equity
Business Strategy
Derivatives
Fund Accounting
Middle Office
Customer Relationship Management
Fixed Income
Cross Functional Team Leadership
Portfolio Management
Business Process Improvement
E Commerce
Managerial Finance
Offshoring
Matrix Management
Transfer Agency
Benefits Administration
Markitwire
Business Analysis
Management
Securities
Mergers And Acquisitions
Financial Management
Off Shore Development
Valerie Kalderon Education Details
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Marketing -
Marketing
Frequently Asked Questions about Valerie Kalderon
What company does Valerie Kalderon work for?
Valerie Kalderon works for Opening Bell Ventures Llc
What is Valerie Kalderon's role at the current company?
Valerie Kalderon's current role is Head of Trading and Co-Founder.
What is Valerie Kalderon's email address?
Valerie Kalderon's email address is va****@****gan.com
What is Valerie Kalderon's direct phone number?
Valerie Kalderon's direct phone number is (888) 999*****
What schools did Valerie Kalderon attend?
Valerie Kalderon attended Albright College, Albright College.
What skills is Valerie Kalderon known for?
Valerie Kalderon has skills like Financial Services, Program Management, Hedge Funds, Process Improvement, Project Management, Product Management, Vendor Management, Crm, Outsourcing, Private Equity, Business Strategy, Derivatives.
Who are Valerie Kalderon's colleagues?
Valerie Kalderon's colleagues are Leah Pollack, David Reinarz.
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