Sales Coverage - AVP @ (October 2022 - January 2025)
Assistant Vice President @ (August 2019 - January 2025)
Project Finance - KYC Specialist @ ICBC Standard Bank Plc (April 2019 - August 2019)
KYC Case Lead @ JPMorgan Chase & Co. (November 2017 - December 2018)
Due Diligence Officer @ (June 2017 - November 2017)
KYC Analyst @ (March 2017 - May 2017)
KYC (due diligence) Analyst @ (July 2014 - May 2016)
Cost Basis Report, Analyst @ (September 2012 - July 2014)
Maintenance Team Leader @ (June 2007 - August 2012)
Chris Grote Education
University of Cincinnati
BS (Business/Managerial Economics)
2010-2012
University of Cincinnati
Bachelor of Arts (Business/Managerial Economics)
2010-2012
Chris Grote Skills
Business Lines
Internal Audit
Reviews
Customer Service
Securities
Insolvency
Front Office
D&b
Geneva
Detail
Corporate Finance
Alacra
Credit
International Accounts
Procedural
Pivot Tables
Project
Writing
Liaise
Performance Metrics
Training
Sla
Subject Matter Expert
Written
USA PATRIOT Act
Refresh
Policies and Procedures
Microsoft Word
Outlook
Documentation
SEC
Screening
Due Diligence
Microsoft Office
Financial Analysis
Financial Accounting
Rdc
Funding
Cost Basis Reporting
New Account
Quality Assurance
Presentations
News
Legal
Specs
Articulating
Escalation
Investments
Management Accounting
Executive Management
Radar
Operations
Red Flags
Regulatory Requirements
Trading
Client Accounts
Economics
144a
Asset
Companies House
Accounting
Financial Crime
Point of Contact
Sage Act
Pep
Capital
New York
Pipelines
Risk
Mailbox
FINRA
Forms
Microsoft Exchange
Coordinated
Assessment
Reports
Commercial Litigation
Microsoft Outlook
MiFID
Stocks
KYC
Communication
Account Reconciliation
Barclays
Negative
SAP Basis
Circumstances
Checks
Spreadsheets
Metrics Reporting
Business Economics
Support Functions
Credit Risk
Line Management
Responsibility
Obtain
Microsoft Excel
PowerPoint
Analysis
Flat Patterning
Community Outreach
International
SME
Financial Statements
LexisNexis
Market
Compliance
System
Banking
Regulations
Teamwork
Anti Money Laundering
Factiva
Blocking
Consulting
Cost
Management
Onboarding
Delta
Research
Chris Grote Summary
Chris Grote, based in St. Augustine, FL, US, is currently a Vice President, Client Implementation at BNY. Chris Grote brings experience from previous roles at Deutsche Bank, ICBC Standard Bank Plc and JPMorgan Chase & Co.. Chris Grote holds a 2010 - 2012 BS in Business/Managerial Economics @ University of Cincinnati. With a robust skill set that includes Business Lines, Internal Audit, Reviews, Customer Service, Securities and more. Chris Grote has 3 emails and 1 mobile phone numbers on RocketReach.
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