Geoffrey Graham

About Geoffrey Graham

In a career of 15+ years at leading banks and financial institutions, I have acquired extensive experience in developing, implementing, and optimizing strategies, metrics, policies, processes, and compliance frameworks to drive operational excellence, customer success, and compliance across the investment management and trade operations functions. I excel in building and maintaining robust relationships with clients, banks, and internal cross-functional partners across all levels of the organization to drive seamless delivery of services and continuous improvements.I received my MBA from Pepperdine University’s Graziadio Business School and BS in Business Administration from USC’s Marshall School of Business. Specialties: Team Leadership, Corporate Finance, Process Improvement, Risk Mitigation, Project Management, Strategic Planning, and Relationship Management

Experience

1. Vice President, Manager

   State Street

   Jan 2000 — Present · Irvine, CA, US

   Play a key leadership role in driving the optimization of the operational support model, CRM, staff development, automation initiatives, risk mitigation, business control environment, and project management efforts. Provide strategic leadership, direction, and management for the departments supporting the middle office and bank office services. Spearhead the execution of key performance and risk indicator (KPI and KRI) metrics across the division to monitor and improve performance. Lead automation and technological advancements on proprietary applications in addition to implementing vendor solutions across business units.

Education

• USC Marshall School of Business

  B.S., Business Administration

  1995

• Pepperdine Graziadio Business School

  MBA, Finance

  2008

Skills

• Microsoft Powerpoint
• Asset Management
• Customer Service
• Global Client Management
• Financial Modeling
• Bloomberg
• Strategic Planning
• Portfolio Management
• Financial Services
• Team Development
• Business Process Improvement
• Analytical Skills
• Client Services
• Derivatives
• Middle Office
• Financial Analysis
• Regulatory Compliance
• Business Strategy
• Investments
• Leadership
• Risk Assessment
• Microsoft Excel
• Securities
• Client Relations
• Banking
• Mutual Funds
• Hedge Funds
• Risk Management
• Bonds
• Process Improvement Projects
• Business Analysis
• Fixed Income
• Performance Measurement
• Equities
• Operational Risk Management
• Back Office Operations
• Team Building
• Management
• Microsoft Office
• Reporting Metrics