Amie Wise

About Amie Wise

At National Advisors Trust Company, my role as Vice President in Control encompasses the comprehensive management of risk, tax, and revenue. Our team has established robust procedures and policies that ensure SOC-1 and OCC exam readiness, demonstrating our commitment to maintaining the highest standards of financial control. We have successfully launched interdepartmental initiatives, elevating operational excellence across the board.With a focus on strategic planning, my tenure has seen the seamless transition of core processing operations to cutting-edge financial platforms, enhancing both operational audit ratings and client satisfaction. The collaborative efforts of our team have consistently upheld compliance with regulatory audits, integrated complex systems, and managed diverse financial instruments, ultimately contributing to the company\'s reputation for excellence in financial services.

Experience

1. Business Process Improvement Manager

   National Advisors Trust

   Oct 2024 — Present · Kansas City, MO, US

Education

• Cannon Financial Institute

  CSOP, Banking, Corporate, Finance, and Securities Law

  2001 — 2004

• Southwestern Illinois College

  Associate's degree, Accounting

  1998

Skills

• Financial Modeling
• Trust Services
• Financial Analysis
• Data Conversion
• Securities
• Financial Services
• Crm
• Investments
• Product Management
• Financial Accounting
• Process Improvement
• Equities
• Leadership
• Asset Allocation
• Banking
• Mutual Funds
• Risk Management
• Analytics
• Database Design
• Bloomberg
• Management
• Strategic Planning
• Asset Management
• Due Diligence
• Change Management
• Hedge Funds
• Trading
• Trading Systems
• Integration
• Portfolio Management
• Business Analysis
• Strategy
• Fixed Income
• Valuation
• Fund Accounting
• Operations Management
• Wealth Management
• Relationship Management
• Requirements Analysis
• Fund Administration