James Fisher

About James Fisher

Experienced and Program and Project Manager with diverse talents looking to optimize workflows and introduce new technologies. Work collaboratively across companies to examine business processes and provide detailed recommendations to improve efficiency, implement processes and technology, and reduce risk. Consistently exceeds expectation of clients and colleagues. Subject Matter ExpertiseProject Management | Microsoft Access | Microsoft Excel | Business Process Mapping | Microsoft Project | Process Redesign | Role Charter Development | Technology implementation | Cloud Computing | Information Security | Service Governance | Risk & Oversight | Agile Development | Product Implementation | Aladdin | Change Management | AML | KYC | Volker Rule | Microsoft PowerPoint | Consulting | Nice Contact CenterSpecialtiesStrong collaborative individual | Solid interpersonal skills | Established project leader | Detail - oriented | Strategic vision | Program Manager

Experience

1. Program Manager - Ria & Branches Channel

   Cetera Financial Group

   Aug 2021 — Present · San Diego, CA, US

   Currently leading the implementation of RIA Blueprint and overseeing the launch of our overall RIA Channel - a new offering for our current advisors as well increasing the opportunity to onboard new ones. Working cross-functionally within Cetera and with vendors to bring the offering to market. Previously led a multi-faceted program to revolutionize the Cetera Advisor experience to increase satisfaction, enhance the Advisor relationship, and provide metrics to continuously improve employee skills. Assisted in designing the end state operating model for Cetera\'s Broker Dealers - integrating new technology to provide a great experience for both our employees and Advisors.

Education

• Johnson & Wales University

  BS, International Business

• Questrom School of Business, Boston University

  Master of Business Administration - MBA

  2003 — 2006

Skills

• Asset Allocation
• Mutual Funds
• Risk Management
• Competitive Analysis
• Business Process Improvement
• Quality Assurance
• Ms Excel Pivot Tables
• Process Improvement
• Equities
• Hedge Funds
• Fixed Income
• Series 6
• Operations Management
• Dst
• Sql
• Data Analysis
• Trading
• Internal Audit
• Mch
• Business Continuity
• Crystal Reports
• Operational Oversight
• Leadership
• Financial Risk
• Cross-Functional Team Leadership
• Securities
• Strategy
• Html
• Brio Query
• Business Continuity Planning
• Ms Access
• Financial Services
• Ms Project
• Call Center Administration
• Ldrps
• Management
• Access
• Project Management
• Client Service Oriented
• Fund Accounting