Brian Boldt
Retired
- Role
- Bsa Aml Sanctions Solutions & Support at Bank Of The West
- Location
- Bend, OR, US
- LinkedIn followers
- 500 followers
About Brian Boldt
Over 25 years of management success building highly effective teams while working with various partners and vendors to design, develop and deploy solutions ranging from small to multi-million dollar/multi-year efforts that drive the business forward delivering business benefit. Enjoy taking on the messiest projects and driving them to success utilizing good partnerships, collaboration and communications.
Experience
Bsa Aml Sanctions Solutions & Support
May 2017 — Present · San Ramon, CA, US
Skills
- Series 63
- Product Management
- Mutual Funds
- Asset Allocation
- Risk Management
- Retirement Planning
- Finra
- Rup Methodologies
- Wealth Management Services
- Equities
- Asset Management
- Series 7
- Software Development
- Vendor Management
- Requirements Gathering
- Series 24
- Program Management
- Business Process Management
- Wealth Management
- Financial Services
- Cross-Functional Team Leadership
- Investment Advisory
- Agile Methodolgy
- Portfolio Management
- Business Process Improvement
- Investments
- Investment Strategies
- Alternative Investments
- Securities
- Project Management
- Agile Methodologies
- Pmo
- Investment Management
- Leadership
- Management
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