John Sloan Email & Phone Number
Vice President, Investment Operations and Vendor Management @ Citi
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John Sloan Location
- New York, NY, US
John Sloan Work
- 2023 -now Vice President, Investment Operations and Vendor Management @
- 2018 -2023 Strategic Account Manager @
- 2015 -2018 Account Manager @
- 2012 -2015 Client Services Manager @
- 2012 -2012 Relationship Specialist @
- 2006 -2011 Trust Associate @
John Sloan Education
- Villanova University
B.S. (Finance)
2002-2006
John Sloan Skills
- Series 7
- Lean Six Sigma
- Account Management
- Financial Services
- Relationship Management
- Bloomberg
- Project Management
- Finance
- Account Reconciliation
- Customer Service
- Accounting
- Microsoft Office
- Financial Analysis
- KYC
- Management
- Team Leadership
- Billing
- Business Reporting
- Fixed Income
- Internal Audit
- External Audit
- Corporate Trust
- DTC
- Middle Office
- Cash Management
- Presentation Skills
- Internal Process Development
- Procedure Development
- Business Process Improvement
- Banking
- Equities
- Investments
- Portfolio Management
- Securities
- Capital Markets
- Data Analysis
- Microsoft Excel
- Excel Pivot
- Vlookup
- Sales Management
- Internal Process
- Lotus Notes
- Business Process
John Sloan Summary
- John Sloan, based in New York, NY, US, is currently a Vice President, Investment Operations and Vendor Management at Citi. John Sloan brings experience from previous roles at BNY Pershing, BNY Mellon | Pershing, BNY and BNY Mellon. John Sloan holds a 2002 - 2006 B.S. in Finance @ Villanova University. With a robust skill set that includes Series 7, Lean Six Sigma, Account Management, Financial Services, Relationship Management and more. John Sloan has 1 emails and 2 mobile phone numbers on RocketReach.
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