Strategic Account Manager @ (May 2018 - April 2023)
Account Manager @ (April 2015 - May 2018)
Client Services Manager @ (July 2012 - April 2015)
Relationship Specialist @ (January 2012 - July 2012)
Trust Associate @ (December 2006 - December 2011)
John Sloan Education
Villanova University
B.S. (Finance)
2002-2006
John Sloan Skills
Account Management
Account Reconciliation
Accounting
Banking
Billing
Bloomberg
Business Process Improvement
Business Reporting
Capital Markets
Cash Management
Corporate Trust
Customer Service
DTC
Data Analysis
Equities
Excel Pivot
External Audit
Finance
Financial Analysis
Financial Services
Fixed Income
Internal Audit
Internal Process Development
Investments
KYC
Lean Six Sigma
Management
Microsoft Excel
Microsoft Office
Middle Office
Portfolio Management
Presentation Skills
Procedure Development
Project Management
Relationship Management
Salesforce Lightning
Securities
Series 7
Team Leadership
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 and BNY. John Sloan holds a 2002 - 2006 B.S. in Finance @ Villanova University. With a robust skill set that includes Account Management, Account Reconciliation, Accounting, Banking, Billing and more. John Sloan has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different John Sloan?
Find contact details for 700 million professionals.