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Stephen Toner

Vice President - Operations Manager @汇丰

East Amherst, NY, US
MOBILE NUMBERS
+12•••••••88

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WORK HISTORY

Aug 2010 — Present

Vice President - Operations Manager @汇丰

Buffalo, NY, US

Manager of DDA, Accounting and Control. Responsible for oversight of accounting, reconciliations and risk controls for Private Banking Operations. Prior manager for Risk and Compliance for the Private Bank\'s Operations. Manage risk and control activities within a highly-complex and regulated large operational department. Manages operational fiduciary, OpR, Group FSA and key risk indicators activities. Ensuring provision of quality, timely and accurate service and compliance with established internal guidelines and external regulations. The resident subject matter expert on trust operational, industry and SEI requirements.

EDUCATION

1995 — 2008

University of Rochester

MBA, Finance & Corporate Accounting

1986 — 1988

Rochester Institute of Technology

Bachelor Science, Business, Accounting

SKILLS

InvestmentsFinancial ServicesFinancial RiskPublic SpeakingBankingMutual FundsRisk ManagementManagementEmployee BenefitsFinancePortfolio ManagementProject Management

ABOUT STEPHEN TONER

Significant Retirement Services, Trust, Custody and Investment Management experience in…

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