Wayne Boyer

Wayne Boyer Email and Phone Number

Senior Vice President of Finance and Accounting @ Modern Wealth Management
Lee's Summit, MO, US
Wayne Boyer's Location
Lees Summit, Missouri, United States, United States
Wayne Boyer's Contact Details

Wayne Boyer personal email

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Wayne Boyer phone numbers

About Wayne Boyer

Finance executive with strong analytical and executive presentation skills. A proven leader with unique ability to translate complex financial and business metrics into easily understood terms for executives and employees. Influential financial consultant with proven track record of supporting CEO, CFO, and Head of Sales. Extensive experience in financial analysis, revenue and expense management, risk management, and project management. Highly effective talent manager who excels at development of team members.

Wayne Boyer's Current Company Details
Modern Wealth Management

Modern Wealth Management

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Senior Vice President of Finance and Accounting
Lee's Summit, MO, US
Wayne Boyer Work Experience Details
  • Modern Wealth Management
    Senior Vice President Of Finance And Accounting
    Modern Wealth Management
    Lee'S Summit, Mo, Us
  • Mariner Wealth Advisors
    Vice President Finance
    Mariner Wealth Advisors Sep 2021 - Present
    Overland Park, Ks, Us
  • Ss&C Technologies
    Cfo/Finance Director
    Ss&C Technologies Jun 2013 - Sep 2021
    Windsor, Ct, Us
  • Jpmorgan Retirement Plan Services
    Vice President Manager Of Finance
    Jpmorgan Retirement Plan Services Aug 2007 - Jun 2013
    Direct oversight and P&L management of over $450mm annual revenues and $220mm of expense. Provide leadership of a team responsible for execution of the month end revenue and expense reporting cycle, collection of receivables, and revenue and expense forecasts. Manage annual budget process, monthly financial forecasts, multi-year strategy, merger and acquisition analysis, and all executive management presentations.
  • Jp Morgan Retirement Plan Services
    Senior Financial Analyst
    Jp Morgan Retirement Plan Services Oct 2006 - Aug 2007
    New York, Ny, Us
    Provide direct support of Sales & Client Services team. Responsibilities include assisting in new business pricing, profitability models, and product flow reporting. Team lead on proprietary product flow reporting and global profitability reporting. Own updates and recommend changes to the new business pricing strategy. Responsible for management of over $200mm revenue stream.
  • American Century Investments
    Financial Analyst
    American Century Investments 1998 - 2006
    Kansas City, Missouri, Us
    Provide budgeting and financial analysis for multiple departments, including Facilities & Real Estate. Partner with department heads to manage financial forecasting and projections, expense budgeting, variance analysis, and capital improvement projects. Project lead and responsible for new budget/forecast software RFP, implementation, development, and maintenance. Administrator for company wide forecasts and annual budget process. Responsibilities include conducting end user training, system setup, trouble-shooting problems, administer security, and create and distribute annual budget book.

Wayne Boyer Skills

Financial Analysis Mutual Funds Financial Services Risk Management 401k Investments Series 7 Asset Allocation Asset Management Series 63 Securities Financial Modeling Retirement Planning Equities Portfolio Management Investment Strategies Valuation Strategic Financial Planning Retirement Fixed Income

Wayne Boyer Education Details

  • Webster University
    Webster University
    Finance
  • Webster University
    Webster University
    Finance
  • Missouri State University
    Missouri State University
    Psychology

Frequently Asked Questions about Wayne Boyer

What company does Wayne Boyer work for?

Wayne Boyer works for Modern Wealth Management

What is Wayne Boyer's role at the current company?

Wayne Boyer's current role is Senior Vice President of Finance and Accounting.

What is Wayne Boyer's email address?

Wayne Boyer's email address is wb****@****ems.com

What is Wayne Boyer's direct phone number?

Wayne Boyer's direct phone number is +181658*****

What schools did Wayne Boyer attend?

Wayne Boyer attended Webster University, Webster University, Missouri State University.

What skills is Wayne Boyer known for?

Wayne Boyer has skills like Financial Analysis, Mutual Funds, Financial Services, Risk Management, 401k, Investments, Series 7, Asset Allocation, Asset Management, Series 63, Securities, Financial Modeling.

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