examples Resume - CEO (Global Securities) (AWARD WINNING)

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Daniel A. Isbell

Email: danielaisbell@aol.net

3566 Camden Place

Charlotte, NC 29403

 

 

CEO • Senior Executive • Group General Manager • Divisional Manager

 

 

Senior executive with experience leading large-scale, complex global operations. Motivational leader with experience in operational, strategic, technological, and change management roles.

Professional strengths include

Ÿ       Global Management

Ÿ       Big Vision Planning

Ÿ       Strategic Operations

Ÿ       Customer Retention

Ÿ       Process Reengineering

Ÿ       Productivity Enhancements

Ÿ       Change Management




Ÿ       Regulatory Compliance

Ÿ       Risk Management

Ÿ       Regulatory Compliance

 

 

Business Experience

 

BANK OF AMERICA, Charlotte, NC                                                                                                                    7/2003–Present
Global Head of Equity Operations

Responsible for directing security operations internationally. Designed comprehensive program to reduce costs, improve efficiencies, and develop new financial products.

Major Project Contributions:

Authored business case outlining the benefits upgrading technology to standardize the global platform.

Directed the multi-phased technology project from concept through final roll-out. Testing and implementation had to be meticulous as any error would potentially cost company several million dollars.

Ÿ       Implementation eliminated redundant hardware and saved the bank over $1.5 million.

Ÿ       Reduced redundant jobs and saved the company $10 million.

 

 

Business Experience

Other Contributions/Highlights

Ÿ       Eliminated duplicate tasks between global divisions and assigned tasks according to time zone to offer faster service. System reduced errors and labor costs.

Reviewed bank's compliance with foreign government regulations.

 

Regional Head of Client and Trade Date Services                                                                                                                                                (11/2000–7/2003)

Directed office operations, assessed risk and ensured compliance with all relevant regulations.

Key contributions:

Ÿ       Identified operational inconsistencies between five global locations. Designed model to integrate the transition to a global platform and satisfy all legal requirements.

Personally directed the process achieving approval from legal, tax, and compliance experts.

Results were impressive:

κ  Customer service ranking improved by 85%.

κ  Reduced workforce need and saved the company $5 million annually.

 

Head of Sales Support                                                                                                                                 (1/2000–11/2000)

Temporary position created as a learning period prior to executive-level appointment.

Ÿ       Established program to support traders and sales staff.


 

 

Business Experience

 

JDM SECURITIES PTY LTD, Charlotte, NC                                                                                                                                                            1994–2000

Head of Private Client Operations                                                                                                                                                         (1998–2000)

Chairperson of Private Client Operations                                                                                                                                        (1996–1997)

Head of Operations / Associate Director                                                                                                                                             (1995–1998)

Summary of major accomplishments (1994–2000)

Ÿ       Transformed operations to meet compliance and improve efficiency.

Ÿ       Prepared New Zealand for future business growth.

Ÿ       Separated equity operations without any system or process failings.

Ÿ       Saved costs by centralizing operations.

Ÿ       Designed system to segregate management and reporting duties.

Ÿ       Launched risk committee to address risk issues.

Ÿ       Oversaw policy formulation and compliance enforcement.

Ÿ       Formulated operational visions for systems and procedures.

Ÿ       Reviewed credit control protocols which reduced costs.

 

 

Prior Engagements

Ÿ       PT EquityLtd, Senior Research Analyst

Ÿ       Jeton, Pirelli, & Co, Senior Research Analyst

Ÿ       DSJ Limited, Project Officer

Ÿ       Kohl's, Merchandise Manager, Personnel Manager

Ÿ       North Carolina Department of Education, High School Mathematics & Science Teacher

 

 

 

Education & Training

 

Master of Business Administration

University of Southern California

 


Bachelor of Science

University of Southern California

 

Graduate Diploma of Education

California State University

 


 

 

Directorships

 

United Way, Chairman of the Board


 


 

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