Jeff Banks Email

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Director Operational Transformation @ (January 2023 - Present)
Director, Wealth Management Operations @ (April 2021 - January 2023)
Director, Wealth Management Operations @ (April 2021 - July 2022)
Director Of Operations @ (January 2018 - March 2021)
Head Of Dealing Services @ (May 2016 - December 2017)
Senior Manager Operations @ (January 2014 - April 2016)
Career Break @ travel (June 2008 - May 2009)
Institutional Services Desk Manager @ (June 2012 - December 2013)
Team Leader @ (August 2009 - May 2012)
Dealer (temporary) @ (May 2009 - July 2009)
Team Leader - European Services @ (February 2006 - June 2008)

Queen Mary University of London
Master's degree (International Business & Politics)
2017-2019
The Chartered Institute for Securities & Investment (The CISI)
Level 3 Extended Certificate (Investment Operations)
2016-2017
The Chartered Institute for Securities & Investment (The CISI)
Investment Operations Certificate (Client Money and Client Assets)
2017-2017
University of Reading
Bachelor's degree (HISTORY)
2002-2005

Jeff Banks, based in Billericay, GB, is currently a Director Operational Transformation at SS&C Technologies. Jeff Banks brings experience from previous roles at SS&C Technologies and International Financial Data Services (IFDS). Jeff Banks holds a 2017 - 2019 Master's degree in International Business & Politics @ Queen Mary University of London. With a robust skill set that includes Financial Services, Management, Process Improvement, Team Leadership, Change Management and more. Jeff Banks has 3 emails on RocketReach.

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