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<pre>Array ( [var] => cut_url ) </pre> Resume for Christian L. for Executive Manager / Financial Services in Santa Cruz de la Sie, Bolivia. Search More Resumes for Executive Manager on #ZKXIPUW9S

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Resume for Christian L. for Executive Manager / Financial Services in Santa Cruz de la Sie, Bolivia

Occupation: Executive Manager Industry: Financial Services
Country: Bolivia City: Santa Cruz de la Sie
State: Santa Cruz ZIP: 11111

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Accomplished senior executive with extensive experience directing all aspects of securities, banking and custody operations in the financial services industry. Extensive experience in project management; including migration of functions between locations and systems both domestically and internationally; development of project plans; identification and implementation of process efficiency opportunities; establishment of procedures and controls. Solid trackrecord of effective leadership and management of large and diverse organizations, with a focus on developing resources and delivering results against aggressive goals and objectives.


  • Strategic Planning
  • Client Services
  • Project Management
  • Outsourcing Operations
  • Migrations/Conversions
  • Cost Reductions
  • Leadership Skills
  • International Experience
  • Latin America Markets
  • Team Building
  • Performance and Productivity Improvement
  • Fluent in Spanish
  • Fluent in Portuguese
  • Employee Development
  • Relationship Management
  • PROFESSIONAL EXPERIENCE LPL Financial, San Diego, California                          Oct – Apr

    Number One Independent Broker Dealer in the US servicing over ten thousand financial advisors across the country

    SENIOR VICE PRESIDENT, OPERATIONS                                   

    Senior manager leading a large operation, including overall management of a staff of approximately employees located in San Diego and Charlotte, NC

    Key responsibilities included the daily management of Cash Management, Margins and Journals, Custody, Settlements, Client Services and New Accounts operations, all servicing our financial advisors and their customers.

  • Successfully led the organization through the worst economy crisis ever experienced, with not a single financial or reputational loss;
  • Implemented meaningful operational metrics and key processing indicators, which helped track and improve error rates and overall processing quality by more than %;
  • Quickly became a key point from the senior management team to address daily operational issues and client needs
  • Achieved highest employee survey scores throughout operations and one of the highest company wide, specially in the areas of communication and overall leadership.
  • SEI Investments, Oaks, PA                                   –

    A leading provider of outsourced asset management and investment processing solutions with operations in more than countries and $ billion in assets under management.  


    Responsible for the overall direction of a large organization tasked with the daily execution of backoffice operational activities, including Trade Settlements, Customer Account Transfers, Corporate Actions and Income Collections on behalf of full and selective outsourcing customers.

    Key responsibilities included the overall management of a staff of approximately one hundred employees with five tenured team managers as direct reports, and ownership of an annual budget of over $ Million.

    Clients we serviced included community, regional and national banks, financial advisors, investment managers and other financial institutions.

  • Successfully managed the growth of our global custody business from Million to . Billion in assets under custody, by establishing newstandards and redefining service quality expectations with our business partners and service providers
  • Built and implemented key performance indicators and trend analysis metrics across all teams. Tool now being used as the model for all consolidated operations
  • Reengineered the Customer Account Transfer process by restructuring the team and aligning functional activities to enhance services and overall customer experience
  • Relationship owner with key vendors and service providers, i.e., DTCC, FED, global custody banks and technology services organizations
  • . Million financial save achieved in , through process automation  and span of control enhancements

    J.P. Morgan Chase Dallas, Texas                             

    A leading global financial services firm with operations in more than countries and $ billion in assets.  


    Responsible for the Securities Servicing group with direct reports and staff members, including Corporate Actions and Money Market Operations

  • Reengineered the Corporate Actions team and eliminated existing control gaps. No operational losses reported under my management
  • Successfully led the project and ultimate rollout of a webbased corporate actions notification
  •    and response system to our entire client base.

  • Successfully managed the consolidation of the securities settlements operations between Bank One and J.P. Morgan Chase, representing a % increase in trade volume
  • Achieved a % increase in overall productivity through process improvement and automation

    Citigroup Tampa, Florida                               

    A leading global financial services firm with operations in more than countries and over $. trillion in client assets.  

    VICE PRESIDENT, CLIENT SERVICES, GLOBAL SECURITIES SERVICES                                              

    Managed a staff of senior customer services officers responsible for the daily management of large portfolio clients investing in Latin America, representing over Billion Dollars in assets under custody

    Managed all Citigroup Global Custody and Asset Management relationships investing in the Latin America and US markets.

  • Successfully led the migration of the client services units from both Chile and Colombia to the Americas Regional Processing Center in Tampa
  • Acted as the senior operations contact and escalation point for all global custodian bank customers investing in Latin America
  • Performed monthly budget reviews and identified areas to reduce operational costs
  • Invited by our Global Corporate Audit and Risk Management teams to participate as a guest auditor in the review of one of our securities operations hub in New York
  • VICE PRESIDENT, OPERATIONS, GLOBAL SECURITIES SERVICES                                                        

    Managed a staff of employees with a budget of approximately . Million Dollars

    Responsible for cash and securities transaction flows for the US Domestic and International trade hubs

  • Effectively managed the corporate STP Straight Through Processing efforts by interfacing with clients technology to enhance customer through put
  • Managed the processing of over , transactions a month, and the execution of over Billion Dollars in daily cash transactions
  • Obtained a % increase in overall productivity through process improvement and automation initiatives


    Managed trade processing and settlements in Brazil, Peru, Colombia and Chile

    Project Manager responsible for the migration of the Brazil Securities Settlements unit to Tampa

  • Successfully migrated the entire Securities Settlements function from Brazil within the expected timeframe and well under budget
  • Achieved a % increase in productivity through process improvement and automation initiatives
  • Improved client satisfaction by % by introducing new process flows and a new service model

    Bachelor of Business Administration, International Business , Frederick Taylor University, Moraga, CA

    Business Administration, Universidade Paulista UNIP, Sao Paulo, Brazil

    Business Administration,Universidade Tiradentes, Sergipe, Brazil

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