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
Leadership
Quality Management
Team Building
PowerPoint
Banking
U.S. Foreign Account Tax Compliance Act Fatca
SharePoint
Fixed Annuities
Salesforce.com
Fixed Income
International Tax
Insurance
Retirement Planning
Account Management
Sales
Tax
Capital Markets
Investments
Bloomberg
FATCA
Relationship Management
Business Analysis
Team Management
Finance
Visio
Strategy
Equities
Life Insurance
Outlook
Building Relationships
Underwriting
Microsoft Office
Microsoft Word
Risk Management
Microsoft Excel
Marketing
Change Management
Time Management
Customer Service
Financial Analysis
Onboarding
Disability Insurance
Operational Risk
Management
Investment Banking
Project Management
Quality Control
Analytical Skills
Analytics
KYC
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 Leadership, Quality Management, Team Building, PowerPoint, Banking and more. Eric Beattie has 3 emails and 3 mobile phone numbers on RocketReach.
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