Benjamin Sloas

Experience

1. Securities Operations Director

   FIS

   Jul 2022 — Present · Columbus, OH, US

   Led the Tax, Banking, Reconciliation, Trading, Pricing, and Corporate Action functions for the T. Rowe Price Retirement Plan business• Serve as business leader and decision-maker for migration of operational functions and activities to Reliance Trust Company to enhance scale and create future-state service model• Managed the transition of the trusteeship for a retirement plan with close to participants and $28B in assets to an external vendor• Implemented OmniPlus and OmniPay upgrades to modernize core systems and provide increased capabilities• Conduct bi-monthly team Town Hall meetings resulting in improved colleague communication and recognition

Education

• The Ohio State University

  Bachelor of Arts (B.A.), Political Science and Government

  1993 — 1997

Skills

• Account Reconciliation
• Lean Thinking
• Lean Operations
• Fund Accounting
• Financial Risk
• Asset Management
• Portfolio Management
• Back Office
• Leadership
• Relationship Management
• Performance Appraisal
• Settlement
• Transfer Agency
• Banking
• Mutual Funds
• Change Management
• Hedge Funds
• Risk Management
• Team Leadership
• Securities
• Performance Management
• Financial Services
• Manage Client Relationships
• Performance Improvement
• Fixed Income
• Microsoft Office
• Institutional
• Vendor Management
• Fund Administration
• Investments
• Project Management
• Compliance
• Process Improvement
• Equities
• Operations Management
• Risk Assessment
• Lean Transformation
• Middle Office
• Trust Services
• Financial Analysis