Adam Fraser Email & Phone Number
Head of Client Onboarding and KYC Operations @ BBVA
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Adam Fraser Location
- Montclair, NJ, US
Adam Fraser Work
- Head of Client Onboarding and KYC Operations @ (October 2022 - Present)
- Head of America's KYC Onboarding @ (June 2017 - October 2022)
- Associate Director, Onboarding, AML and KYC @ (April 2014 - July 2016)
- Vice President, Client Services,Equity Fund Derivatives @ (December 2005 - April 2014)
- Custody Supervisor @ (June 2004 - December 2005)
- Custody Specialist, Separately Managed Accounts @ (March 2004 - June 2004)
- Analyst, Operations Department @ The Clinton Group (July 2003 - February 2004)
- Associate, Global Securities Settlements @ (May 2001 - July 2003)
Adam Fraser Education
- Gettysburg College
Bachelor’s Degree (Business/Managerial Economics)
Adam Fraser Skills
- Anti Money Laundering
- Business Analysis
- Business Strategy
- Customer Service
- Finance
- Financial Analysis
- KYC
- Management
- Microsoft Office
- Onboarding
- Operational Excellence
- Project Management
- Risk Management
- Six Sigma
- Strategy
- Business Development
- Marketing
- Strategic Planning
- Analysis
- Sales
- Team Building
- Screening
- Payments
- Vendors
- Community
- Net
- Contractual Obligations
- Derivatives
- Serving
- Oversight
- Admin
- Expert Witness
- Separately Managed Accounts
- Paperwork
- Customer Support
- Subscription
- Systematic
- Confirmation
- Private Banking
- Hsbc
- Funding
- Integration
- CRM
- Technology Solutions
- Hedge Funds
- Initiation
- Group Policy
- Loan Servicing
- Series 63
- Alerts
- Subscriptions
- Accounting
- Collaborative
- Pennsylvania
- Product Mix
- Valuation
- Cost Models
- Settlement
- Escalation
- Capital Markets
- Business Services
- Timing
- Relationship Management
- Team Management
- Institutional Investments
- Managerial Economics
- Wind
- Timely Execution
- FINRA
- Compliance Operations
- Training
- Traders
- News
- Subject Matter Expert
- Private Equity
- Documentation
- Stakeholders
- Fast Paced Environments
- Middle Office
- Sanction
- Facta
- Partnerships
- Redemption
- General Practitioner
- Jersey
- CIP
- Fixed Income
- Houston
- Yahoo
- Coordination
- Client Services
- Communication
- Bermuda
- CDD
- Quality Assurance
- Strong Attention to Detail
- Operations
- Regulatory Requirements
- MBS
- Redemptions
- Repos
- Analytical Support
- Data Migration
- Responsibility
- Internal Audit
- Regulations
- International
- Contract Management
- Google Groups
- Executive Management
- Portfolio
- Multi Tasking
- History
- New York
- Green Belt
- OFAC
- Financial Services
- Compliance
- Equities
- Mutual Funds
- Securities
- Investment Strategies
- Cash
- Internal Controls
- Operational Risk
- Legal Matters
- Treasury
- Registrations
- Risk
- Trading
- Cost Benefit
- Delivery
- Dodd Frank
- Recruiting
- Negative
- Series 7
- Americas
- Coordinated
- Dealers
Adam Fraser Summary
- Adam Fraser, based in Montclair, NJ, US, is currently a Head of Client Onboarding and KYC Operations at BBVA. Adam Fraser brings experience from previous roles at Barclays Investment Bank, Macquarie Group, BNP Paribas and HSBC. Adam Fraser holds a Bachelor’s Degree in Business/Managerial Economics @ Gettysburg College. With a robust skill set that includes Anti Money Laundering, Business Analysis, Business Strategy, Customer Service, Finance and more. Adam Fraser has 2 emails and 4 mobile phone numbers on RocketReach.
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