Stan Belczyk
Director, Global Wealth & Investment Management Chief Risk Office (CRO)
- Role
- Director, Global Wealth & Investment Management Chief Risk Office at Bank of America
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Stan Belczyk
Experienced finance professional in Banking, Wealth and Investment Management and Insurance industries, with a demonstrated history of leadership and project management capabilities. Specialty in Risk Management including Chief Risk Office, Market Risk, Financial Risk, and Liquidity Risk. Strong background in other areas of finance including, Quantitative Finance/Modeling, Project Management, Business Process Improvement, Controls and Governance, Asset Liability Management, Legal and Actuarial. Experience with a wide array of investment products including Fixed Income, Equities, Mutual Funds, ETFs, Derivatives, Hedge Funds, Private Equity, Insurance and Real Estate. Holds series 7 and 66 licenses.
Experience
Director, Global Wealth & Investment Management Chief Risk Office
Nov 2021 — Present
Manage Strategic Risk across the Global Wealth and Investment Management, including Merrill Lynch Wealth Management, Private Bank, CIO, Investment Solutions Group and Retirement- Partner with Line of Business CROs and Compliance and Operational Risk and Legal to provide 2nd Line of Defense independent challenge- Work with Line of Business and Control Functions to identify, monitor and mange risk- Provide quantitative analytics and reports to support risk management activities and challenge- Lead GWIM CRO for International, Venture Services Group and Private Wealth Management businesses- Lead GWIM CRO for Data Management
Education
Seton Hall University
Bachelor of Applied Science - BASc, Computer Science
Rutgers University
MBA, Finance
2004 — 2007
Seton Hall University
BS, Computer Science
1997 — 2001
Skills
- Market Risk
- Investments
- Data Analysis
- Financial Markets
- Financial Services
- Portfolio Management
- Fixed Income
- Risk Management
- Capital Markets
- Finance
- Financial Risk
- Reinsurance
- Asset Management
- Corporate Finance
- Valuation
- Insurance
- Process Improvement
- Equities
- Bloomberg
- Financial Reporting
- Derivatives
- Financial Analysis
- Hedge Funds
- Financial Modeling
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