FALLAN Osbourne
Sanford,FL
Summary
- Accomplished Senior Management Professional with diverse, progressive experiences in leading global Fintech institutions
- Demonstrated record of productivity improvements, digital system implementations and consistent high-quality delivery through competence, collaboration and excellent communications across multiple levels and functions
- Energetic people manager that engages diverse backgrounds to work collaboratively, build team solutions and motivate individuals to achieve personal and professional development objectives
- Strategic-thinker offering engaging and pleasant personality with expertise improving client relationships.
- Completed Business Process Management and Lean certification course work
- Jon Mott Outstanding Performance and Client Success Award, 2020 Recipient
- Relationship Management and Leadership Award, 2019 Recipient
Overview
16
16
years of professional experience
Work History
Service-Senior Key Account Manager
Envestnet
07.2018 - Current
- Manage client support model and relationship for top 20 institutional firms on Envestnet, Tamarac and Client Portal platform
- Provide optimal service and support serving as an escalation point/client advocate for unresolved issues/trends, comfortably leveraging internal relationships and engaging the entire organization as needed to develop and deliver client solutions
- Build and maintain long term client relationships through effectively communicating with key decision makers and executive leadership; Lead client calls and coordinate onsite business review meetings
- Identify areas of opportunity for process improvement seeking out best-in-class approaches to enhance business performance
- Consult with Business Solutions, Development and other internal counterparts to implement platform enhancement requests, strategic initiatives, and provide viable client solutions
- Oversee project and implementation requests, conversions, new products and service additions to Envestnet and Client Portal platforms
- Promoted from Vice President, Senior Client Experience Manager
Account Services-Senior Manager
Capital One
08.2016 - 07.2018
- Managed day to day operations of Account Services team including new account opening, account transfers, documentation review and account maintenance (15+ direct reports)
- Full charge of staff career development involving daily coaching and motivation for direct reports; ability to develop and implement controls with strict adherence to service level agreements and industry standards
- Project Lead for implementation of enterprise wide initiatives involving client onboarding and documentation such as Broadridge, Salesforce, beneficial owners, missing natural persons, trusted contacts, and AML/KYC periodic refresh program
- Lead senior manager to organize and address all external audits deliverables, examinations, MRAs and Consent Orders
Account Transfers Manager-Senior Associate
JP Morgan Chase
10.2014 - 08.2016
- Full charge of Delaware operations team managing and developing a staff of 8 in the Account Transfers department
- Provided supervisory oversight and approvals for outgoing transfers and reports actioned by the Account Transfers and DRS teams
- Reviewed and prepared monthly 10% compliance sampling and risk documentation for executive management
- Reported daily and weekly metrics on leadership calls to address team performance volumes
Global Data Manager-Senior Associate
JP Morgan Chase
12.2012 - 10.2014
- Managed operations of the Data Management team with direct supervision of pricing, product central, and credit risk data processes
- Worked closely with Senior Management to discuss and implement process improvements, procedural updates, root cause analysis, reporting metrics and evaluate critical team controls
- Spearheaded/oversaw the credit risk exposure initiative and development of a new interface system for the SPN credit mapping and Guidelines list screening process
- Oversaw the month-end pricing process and executed key deliverables such as account variances, fair valued prices, and market value evaluations reporting for the Front Office/Portfolio Managers
Middle Office-Senior Associate
Macquarie USA
06.2009 - 11.2011
- Supported the Fixed Income and Emerging Market trading desks by handling daily adhoc requests, security trades, corporate actions, asset allocation and OTC master agreements/confirmations
- Escalated trade discrepancies, and urgently resolved client claims in a timely manner such as Non-US dollar and US dollar trade/position breaks and account balances by analyzing the trade flow process to reduce financial risk for traders
- Built and maintained strong relationships by liaising with the Front Desk, Back Office, Prime Brokers, Counterparties, Audit, Finance and Information Technology
- Updated and verified security master data in order to accurately set-up security and loan products (OTC derivatives, CDS, CLO, CMO, MBS, Repos, Bond Options, Bank Loans) and uploaded daily rate sets and spreads
- Integral in ensuring due diligence testing involving data warehouse systems transition and broker feeds
- Compiled, and analyzed end of day and month end reports to senior leadership; provided business recommendations to senior staff
Senior Bank Debt Derivatives-Product Specialist
Goldman Sachs
01.2008 - 06.2009
- Supported the Senior Bank Debt and Loan Origination business through the servicing of a personal security portfolio of approximately 75 corporate distressed bank loans including monitoring cash and stock reorganizations, processing all loan related asset servicing and reviewing all legal documentation for settlement
- Facilitated efforts to clear $35 million worth of inaccurate data in Middle Office Trade Balances System dating 7 years; to correctly reflect profit and loss and eliminate future reporting risk in ledger balances
- Collaborated with Controllers to guarantee proper reconciliation of interest accruals (>$7.5 million) and portfolio fees, while striving to attain complete accuracy of loan activity
- Interacted with internal and external counterparts (Front Office, Controllers, Compliance, Treasury, Operations, Legal, Agent Banks, Custodians, Broker Dealers, Information Technology)
- Promoted from Analyst 3 to Technical Specialist
Education
Master of Science - Finance and Management
Delaware State University
Dover, DE05.2006
Skills
- LoanIQ, Ops Workstation, Wall Street Office, DTCC, Clearstream, Penson, Bloomberg, BoNY Inform, ClearPar, MarkIt, Eagle, Client Central, DTC, NetX360, FileNet, Terrapin, RegEd, LexisNexis, Equifax, Broadridge, Salesforce, Envestnet (UMP, Client Portal), Yodlee, Atlassian JIRA, Epic, Confluence
Timeline
Service-Senior Key Account Manager
Envestnet
07.2018 - Current
Account Services-Senior Manager
Capital One
08.2016 - 07.2018
Account Transfers Manager-Senior Associate
JP Morgan Chase
10.2014 - 08.2016
Global Data Manager-Senior Associate
JP Morgan Chase
12.2012 - 10.2014
Middle Office-Senior Associate
Macquarie USA
06.2009 - 11.2011
Senior Bank Debt Derivatives-Product Specialist
Goldman Sachs
01.2008 - 06.2009
Master of Science - Finance and Management
Delaware State University
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