Eric Beattie Email & Phone Number
Senior Vice President - Operational Risk Management - RCSA Implementation @ Truist
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Eric Beattie Location
- Charlotte, NC, US
Eric Beattie Work
- 2024 - now Senior Vice President - Operational Risk Management - RCSA Implementation @
- 2022 - 2023 CIB Banking - Lead Control Management Officer RCSA @
- 2017 - 2022 Vice President; Program Lead – GBAM Strategy and Operational Risk and Control @
- 2015 - 2017 Analytics Consultant - Capital Markets Tax Operations SME @
- 2014 - 2015 Operations Analyst @
- 2013 - 2014 Operations Specialist - Information Withholding and Reporting @
- 2013 - 2013 Associate Financial Representative @
- 2008 - 2012 Financial Analyst and Account Manager @ Foard and Riley Financial
- 2009 - 2011 Account Manager @
Eric Beattie Education
- University of North Carolina at Charlotte
Bachelor of Science in Business Administration (Finance)
- Purdue University
(Mechanical Engineering)
Eric Beattie Skills
- KYC
- Risk Management
- Management
- FATCA
- Financial Analysis
- Customer Service
- Finance
- Microsoft Word
- Microsoft Office
- Insurance
- Investments
- Sales
- Microsoft Excel
- Account Management
- Leadership
- Outlook
- Banking
- Investment Banking
- Fixed Income
- Fixed Annuities
- International Tax
- Bloomberg
- Quality Control
- PowerPoint
- Onboarding
- Time Management
- Marketing
- Relationship Management
- Retirement Planning
- Disability Insurance
- Life Insurance
- Building Relationships
- Underwriting
- Team Building
- Quality Management
- Operational Risk
- U.S. Foreign Account Tax Compliance Act Fatca
- SharePoint
- Salesforce.com
- Tax
- Capital Markets
- Business Analysis
- Team Management
- Visio
- Strategy
- Equities
- Change Management
- Project Management
- Analytical Skills
- Analytics
- Analysis
- Securities
- Access
- u.s. Foreign Account Tax Compliance Act
Eric Beattie Summary
- Eric Beattie, based in Charlotte, NC, US, is currently a Senior Vice President - Operational Risk Management - RCSA Implementation at Truist. Eric Beattie brings experience from previous roles at Wells Fargo, Bank of America, Wells Fargo Securities and Bank of America Merrill Lynch. Eric Beattie holds a Bachelor of Science in Business Administration in Finance @ University of North Carolina at Charlotte. With a robust skill set that includes KYC, Risk Management, Management, FATCA, Financial Analysis and more. Eric Beattie has 3 emails and 3 mobile phone numbers on RocketReach.
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