Summary
Overview
Work History
Education
Skills
Websites
EDUCATION and AWARDS
Timeline
Generic
BRYAN M. WHITE

BRYAN M. WHITE

Raleigh,NC

Summary

Professional in operational management with track record of driving efficient processes and optimizing performance. Adept at implementing strategies that align with organizational goals and fostering collaborative work environments. Known for adaptability and reliability in dynamic settings, ensuring seamless team operations and goal achievement.

Overview

15
15
years of professional experience

Work History

Client Related Conduct Officer

UBS (Formerly Credit Suisse)
Raleigh, NC
03.2025 - Current
  • Serve as a subject matter expert in client-related conduct issues, ensuring adherence to internal policies and regulatory requirements.
  • Conduct case reviews, escalate potential misconduct concerns, and partner with Compliance and Legal teams on investigations.
  • Drive awareness and training initiatives to promote proper client handling standards across operational teams.
  • Deliver reporting and insights to senior management to help monitor trends and support a culture of integrity and accountability.

Reference Data SSI Team Lead

UBS (Formerly Credit Suisse)
04.2019 - 03.2025
  • Senior Reference Data SSI (Standard Settlement Instruction) analyst responsible for global data maintenance and production on all internal Reference Data platforms at UBS/Credit Suisse.
  • Responsible for data maintenance in static systems such as SSI data/account creation, amendment, validation, deactivation, repair, and enrichment.
  • Team-lead accountable for training, assignment of schedules, queue allocation, delegation of daily and urgent tasks, and first-level escalation SME.
  • Perform root cause analysis and research on process exceptions, data quality issues, and control reports to support our stakeholders who execute and settle global transactions based on our data.
  • Identify and alleviate pain points found within various processes, collaborating with operational leads to address further remediation.
  • Manage global data requests utilizing a follow-the-sun model, responsible for oversight with daily hand-off and prioritization.
  • Achieve quality output and uniformity by maintaining standard operating procedures for various products and systems in an evolving environment.
  • Optimize employee resource utilization and ensure service level agreements are met by presenting regional metrics and reporting to senior management.
  • Identify trending pain points and collaborate with line managers to address these gaps.
  • Execute system tests in different stages of development for new releases and firm initiatives.

Senior Sales Representative

RED VENTURES
Fort Mill, SC
02.2018 - 03.2019
  • Created a positive consumer experience by educating customers on product value, building customer specific importance, and overcoming buyer hesitation.
  • Exceeded revenue goals by maximizing opportunities during inbound and outbound sales calls.
  • Proficient in determining customers’ needs, connecting clients to a solution, and closing the sale on the initial call.
  • Navigated multiple software systems simultaneously to maintain call control, product knowledge, and dynamic scripting.

Sales Representative

RED VENTURES
Fort Mill, SC
09.2017 - 02.2018
  • Created a positive consumer experience by educating customers on product value, building customer specific importance, and overcoming buyer hesitation.
  • Exceeded revenue goals by maximizing opportunities during inbound and outbound sales calls.
  • Proficient in determining customers’ needs, connecting clients to a solution, and closing the sale on the initial call.
  • Navigated multiple software systems simultaneously to maintain call control, product knowledge, and dynamic scripting.

Customer Relations Manager

Madison Group of Charlotte, LLC
Charlotte, NC
02.2011 - 04.2017
  • Complete circle of responsibility from guest experience to employee hiring, training, and development. Established long term relationships and enhanced overall guest satisfaction.
  • Developed strong interpersonal skills with guests and employees to establish positive relationships and enhance overall guest satisfaction.
  • Responsible for working with operations leadership on guest issue resolution, escalations, and guest satisfaction by analyzing customer feedback and providing strategic direction to continuously improve overall rating.
  • Accountable for all vendor interactions to insure accurate inventory, forecasting to account for changes in volume and introducing new products and items to the consumer base. Hired and trained qualified employees and oversaw their progress and efficiency leading to growth in sales.

Education

Bachelor of Arts - Business Administration

QUEENS UNIVERSITY OF CHARLOTTE – MCCOLL SCHOOL OF BUSINESS
Charlotte, NC
01.2011

Business Administration

UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE – BELK COLLEGE OF BUSINESS
Charlotte, NC
01.2009

Skills

  • Work coordination
  • Cultural awareness
  • Investigation leadership
  • Microsoft office
  • Analytical thinking
  • MS Excel
  • Time management
  • Team collaboration and leadership
  • Attention to detail
  • Critical thinking
  • Process improvements
  • Data processing
  • Root-cause analysis
  • Teamwork and collaboration
  • Team motivation
  • Problem-solving

EDUCATION and AWARDS

Business Honors & Awards:, RED VENTURES | Fort Mill, NC, Most Sales (January 2018), Most Sales (April 2018), Most ‘Money’ Sales (January 2018), Most ‘Money’ Sales (April 2018), Highest Conversion (November 2018)

Timeline

Client Related Conduct Officer

UBS (Formerly Credit Suisse)
03.2025 - Current

Reference Data SSI Team Lead

UBS (Formerly Credit Suisse)
04.2019 - 03.2025

Senior Sales Representative

RED VENTURES
02.2018 - 03.2019

Sales Representative

RED VENTURES
09.2017 - 02.2018

Customer Relations Manager

Madison Group of Charlotte, LLC
02.2011 - 04.2017

Bachelor of Arts - Business Administration

QUEENS UNIVERSITY OF CHARLOTTE – MCCOLL SCHOOL OF BUSINESS

Business Administration

UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE – BELK COLLEGE OF BUSINESS
BRYAN M. WHITE