2018 -
now Vice President, Senior Manager Branch Supervision @
2012 -
now Vice President and Manager @
now First Vice President, Department Manager WBS Retirement Processing @
now First Vice President, Department Manager Client Advocacy Teams @
now Vice President, Senior Assistant Manager Margin Department @
now Associate Vice President, Assistant Manager Margin Department @
Marc Kessler Education
University of Kansas
Marc Kessler Skills
Operational Risk Management
Wealth Management
Anti-Money Laundering
Series 63
Merger Integration
Securities
Mutual Funds
Bonds
Credit
AML
Customer Service
Series 53
Series 24
FINRA
Series 66
Uniform Combined State Law
ETFs
Wealth Management Services
Series 7
Relationship Management
Team Development and Leadership
Outsourcing Management and Leadership
Offshoring Process Leadership
Business Process Efficiency Enhancements
Advisory Programs
Series 50
Series 9 & 10
Series 54
Accounting
Staff Management
Redesigning
Channel
Handling Money
Anti Money Laundering
Back Office
Transactional
Trees
Retirement
Streamline
Reports
Cash
Contractors
Coordinated
Service Orientation
Communication
Business Administration
Convert
Financial Transactions
WBS
Finance
Wells Fargo
Investments
Claim
Efficiencies
Ultimate
Methodology
Margin Improvement
Risk
End to End
Risk Management
Operations
Workflow
Complaint Management
Corporate Actions
Escalation
Legal
Process Analysis
Service Levels
Reviews
Financial Services
Security
Customer Satisfaction
Advocacy
Continuous Improvement
General Ledger
Wealth
Balancing
Mergers and Acquisitions
Brokers
Internal Audit
Client Accounts
Project Management
Market
Loans
Disbursement
Microsoft Office
Commodities
Auditing
Adjustments
Regulations
Charlotte
Financial Statements
Data Conversion
Call Centers
Science
External Clients
Management
Brokerage
Kansas
Sales
Business Services
Transform
Google Groups
Seamless
Policy
Marc
Series 9 And 10
Marc Kessler Summary
Marc Kessler, based in Chesterfield, MO, US, is currently a Vice President, Senior Manager Branch Supervision at Benjamin F. Edwards & Co.. Marc Kessler brings experience from previous roles at Benjamin F. Edwards & Co., Wells Fargo Advisors and A.G. Edwards. Marc Kessler holds a University of Kansas. With a robust skill set that includes Operational Risk Management, Wealth Management, Anti-Money Laundering, Series 63, Merger Integration and more. Marc Kessler has 2 emails and 1 mobile phone numbers on RocketReach.
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