Vaughn Lewis

Vaughn Lewis Email and Phone Number

Financial Services Client Account Management with focus on process improvement, project management, risk and controls
Vaughn Lewis's Location
Columbus, Ohio Metropolitan Area, United States
Vaughn Lewis's Contact Details

Vaughn Lewis work email

Vaughn Lewis personal email

n/a
About Vaughn Lewis

Experienced professional in the banking industry with demonstrated expertise in investments and securities. Passion for building client relationships through process design and product improvement. Skilled in Customer Relationship Management, Process Design, Project Management, Team Leadership, and Operational Risk Management. Strong business development professional with a Bachelor's degree focused in Accounting and Diplomacy & Foreign Affairs from Miami University.

Vaughn Lewis's Current Company Details

Financial Services Client Account Management with focus on process improvement, project management, risk and controls
Vaughn Lewis Work Experience Details
  • Jpmorgan Chase & Co.
    Client Service Account Manager
    Jpmorgan Chase & Co. Jul 2014 - Jul 2020
    Columbus, Ohio, United States
    Securities Services client account manager. Managed all service delivery aspects of custody and fund accounting to financial institutions. Developed products to meet client needs resulting from complex industry regulations. Improved operations and reduced risk utilizing SWIFT and online technologies to automate trading and asset servicing transactions.
  • Jpmorgan Chase Bank N. A.
    Manager
    Jpmorgan Chase Bank N. A. May 2005 - Jul 2014
    Columbus, Ohio, United States
    Manager of Securities Services for custody and fund accounting clients. Managed client service teams for client types; banks, mutual funds, pensions, public funds, broker/dealers, corporations, and insurance companies. Led projects to consolidate securities platforms and standardize product offering.
  • Jpmorgan Chase & Co.
    Customer Service Manager
    Jpmorgan Chase & Co. Jan 1998 - May 2005
    Columbus, Ohio, United States
    Retirement and Custody Account Administration. Managed operations and client service teams for public funds, insurance companies, and mutual funds. Delivered investment accounting reporting for ERISA and Public Funds. Drafted RFPs for new business and third party/vendor selection and oversight.
  • Banc One Investment Management Group
    Corporate Trust Accountant
    Banc One Investment Management Group Jul 1995 - Jan 1998
    Columbus, Ohio, United States
    Processed interest payments and registration for municipal bonds. Reconciliation of debt obligations and distributions using check, wire, ACH payment methods.

Vaughn Lewis Education Details

Frequently Asked Questions about Vaughn Lewis

What is Vaughn Lewis's role at the current company?

Vaughn Lewis's current role is Financial Services Client Account Management with focus on process improvement, project management, risk and controls.

What is Vaughn Lewis's email address?

Vaughn Lewis's email address is va****@****ase.com

What schools did Vaughn Lewis attend?

Vaughn Lewis attended Miami University.

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