Vice President, Investment Product Group @ (August 2021 - September 2024)
Managing Director, Client Service and Support @ (November 2020 - August 2021)
Bank Lending Services @ (November 2019 - November 2020)
Vice President, Operations @ (September 2016 - November 2019)
Managing Director, Advisor Services @ (May 2010 - September 2016)
Managing Director, Chief of Staff and Core Advisor Services @ (May 2007 - May 2010)
Senior Manager, Advisor Services @ (May 2006 - May 2007)
Senior Manager, Operations @ (December 1999 - May 2006)
Training Manager @ (December 1997 - December 1999)
Eric Ward Education
W. P. Carey School of Business – Arizona State University
Master of Business Administration - MBA
Northern Arizona University-The W. A. Franke College of Business
Bachelor of Business Administration - BBA (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
Eric Ward Skills
Leading Transformational Change
Lean Operations
Cultural Transformation
Communication
Operations Management
Strategic Planning
Organizational Leadership
Regulatory Compliance
Cross-functional Team Leadership
Separately Managed Accounts
Employee Engagement
Service Leadership
Vendor Management
Change Management
Presentation Skills
Financial Services
Six Sigma Green Belt
Business Process Improvement
Customer Experience
Operational Risk Management
Eric Ward Summary
Eric Ward, based in Peoria, AZ, US, is currently a Senior Vice President, Investment Product Operations and Platforms, Private Wealth at U.S. Bank. Eric Ward brings experience from previous roles at U.S. Bank and Charles Schwab. Eric Ward holds a Master of Business Administration - MBA @ W. P. Carey School of Business – Arizona State University. With a robust skill set that includes Leading Transformational Change, Lean Operations, Cultural Transformation, Communication, Operations Management and more. Eric Ward has 2 emails and 3 mobile phone numbers on RocketReach.
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