Adam L Genn is a high-skilled expert, who works in Capco main office of which is in 4. on the position of Strategy Consultant from 2019. This expert has earned professional experience in more than 18 positions at various companies. Adam L Genn went to the Fordham University and was studying from 2015 to 2017. This person has these professional qualifications: Series 7/63. Boynton Beach, Florida is the area, where this person was known to be located. The professional's email address and number are accessed through this website by request.
Name variants:
Ad Genn,
Ade Genn
Last updated May 20, 2024
Contact Information
Last Update
Jul 5, 2022
Email
ag**@hotmail.com, ad**@morganstanley.com, ag**@mclagan.com
Location
Boynton Beach, FL
Company
Workplace
Strategy Consultant
New York, NY
Industry
Financial Services, Nonclassifiable Establishments, Business Consulting Services, Engineers-Consulting, Engineering Svcs
Colleagues
Work History
Vice President, Client Reference Data Strategy
270 Park Ave, New York, NY 10010
from Aug 2019
Wealth Management Intern
1600 Summer St SUITE 601, Stamford, CT 06905
Analyzed client data submissions to obtain accurate and reflective data points that would be used in surveys and consulting projects
Categorized large data sets, splitting them into segmen...
May 2016 — Oct 2016
Office Assistant
Connecticut
Analyzed broker price opinions by taking comparable sold and active homes on the market and adjusting price
Liaised with Bank of America, Fannie Mae, & Freddie Mac, regarding their foreclo...
May 2015 — Aug 2015
Co Founder and Chief Financial Officer
Simic International is a start-up travel agency that is designed to be different from other travel agency's with our focus on the social aspect of vacationing. I founded this company with my...
Jun 2014 — Jun 2015
Vice President, Portfolio Manager
1585 Broadway, New York, NY 10003
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm's reputation for ...
Apr 1, 2012 — Apr 2018
Manager of Internet Sales
Created new department to bring the company into the new opportunity of internet sales
Improved cataloged inventory of over 2,000 parts, categorized, ordered, and described units electroni...
May 2011 — Sep 2014
Vp, Senior Project Manager
Manage several projects for the “Marsh Way” initiative that focuses on simplifying the way the company operates, reducing the company’s risk profile and enhancing the company’s financial pe...
Apr 2011 — Apr 2012
Vp, Six Sigma Master Black Belt
New York, NY
Managed a team of 7 Black Belts to lead and execute multiple projects across Merrill Lynch’s Brokerage Operations divisions. Key projects included reducing statement errors, improved new ac...
2008 — 2011
Certified Six Sigma Black Belt
New York, NY
Led and mentored Six Sigma projects and initiatives to drive operational efficiency within the Global Wealth Management (brokerage) division; including the revamping of the MANTAS Anti-Mone...
Jun 2006 — Feb 2008
Project Manager, Human Resources
New York, NY
Proactively worked with the HR Senior Management Team to identify, lead, and manage various inter-department projects.
Participated in a HR cross-functional team that utilized Six Sigma me...
Jan 2006 — Jun 2006
Client Services Manager, Human Resources
New York, NY
Managed, coached, and developed a team of payroll and benefit research managers.
Collaborated with Merrill Lynch's Payroll, Health and Insurance, and Retirement and Savings departments to ...
Mar 2004 — Jan 2006
Quality Assurance Manager
Oversaw the monitoring of fifty registered representatives to ensure the firm's quality call standards were exceeded. ;
Reported root-cause analysis from client surveys and process improve...
Mar 2002 — Mar 2004
Equity Supervisor
Supervised a team of ten registered representatives handling Management Stock Option Plans and Employee Stock Purchase Plans for Several Fortune 500 companies administered by Merrill Lynch/C...
Aug 2000 — Mar 2002
Assistant Equity Supervisor
New York, NY
Administered trade executions and client service for several Fortune 500 Stock Option Plans (SOPs) and Employee Stock Purchase Plans (ESPPs).
Conducted the SOP and ESPP classroom training ...
Jul 1999 — Aug 2000
Participant Services Representative
New York, NY
Administered trade executions and client service for Fortune 500 Management Stock Option Plans. Responsible for updating the Merrill Lynch Polaris Operating System for equity and derivative ...
Feb 1998 — Jul 1999
Education
2015 — 2017
2013 — 2015
2001 — 2004
1993 — 1997
upto
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Director
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Series 7
Six Sigma
Risk Management
Securities
Management
Business Analysis
Financial Services
Financial Risk
Wealth Management
Business Process Improvement
Banking
Insurance
Capital Markets
Relationship Management
Investments
Fixed Income
Finance
Series 63
Brokers
Trading
Mutual Funds
Financial Analysis
Aml
Asset Managment
Investment Advisory
Derivatives
Asset Allocation
Retirement
Alternative Investments
Financial Modeling
Investment Banking
Finra
Trading Systems
Options
Wealth Management Services
Cross Functional Team Leadership
Strategic Financial Planning
Corporate Finance
Retirement Planning
Private Banking
Operational Risk
Operational Risk Management
Analysis
Financial Markets
401K
Equity Derivatives
Certified Master Black Belt
Certified Black Belt
Brokerage Operations
Microsoft Excel
Powerpoint
Microsoft Office
Microsoft Word
Public Speaking
Access
Sales
Sql
Teamwork
Leadership
Customer Service
Social Networking
Research
Time Management
Marketing
Facebook
Team Leadership
Social Media Marketing
Data Analysis
Accounting
Event Planning
Social Media
Microsoft Powerpoint