William Vess - Director Resume Simple
Seasoned professional with over 20 years of experience in the financial services industry. Proven ability to manage multiple projects and consistently meeting deadlines under pressure.
  • management, insight, increase, legal, banking, communications, onboarding, project management, planning, leadership, it, operations, strategic planning, solutions
  • technology, financial markets, management, client management, banking, integration, planning, implementation, communications, liaison, budget, solutions, analysis
  • 2017-12-252017-12-25


    Safety Management Systems

    • Lead the strategic planning process, including the development of a new marketing plan, and the creation of a new digital media company, which led to a 20% increase in customer service.
    • Established and implemented a new management and customer service organization to improve the overall operations of the company. Developed and managed a team of five Finance professionals.
    • Led the Finance team to provide a high level of customer service, and drive business growth through effective communication and leadership.
    • Led the development of a new global Finance and operational business intelligence platform that improved customer service and enhanced customer satisfaction.
    • Developed and implemented a new business process for the Finance and legal department, which included the development of a new project management system, and the creation of a SharePoint site to track and monitor the progress of the
    • Managed all aspects of the Finance department including customer service, client satisfaction, and reporting. Developed and implemented a new business intelligence platform.
  • 2017-12-252017-12-25

    Assistant Vice President


    • Liaison between management and the business unit to develop and implement a new product development and implementation plan. Responsible for the creation and analysis of the annual budget.
    • Serve as a liaison between the technology and banking groups to ensure the client is in compliance with the client’s needs and the collaboration of the business.
    • Developed and implemented a new pricing model for the client services team. This included the development of a new product development and QA tool.
    • Develop and implement a new client service program to ensure the highest level of customer satisfaction and the overall quality of the client’s financial information.
    • Manage and coordinate the development of a new client retention program, including the creation of a new product, and the integration of the market.
    • Conduct market research and modeling to identify and implement new product development opportunities. Manage the client relationship and provide support to the client.


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