Summary
Overview
Work History
Education
Skills
Timeline
Generic

KEVIN P. ANDERSON

Congers,USA

Summary

Senior executive leader with track record of driving strategic initiatives and delivering impactful results. Adept at fostering team collaboration and navigating complex organizational challenges. Skilled in strategic planning, project management, and operations oversight. Valued for reliability, adaptability, and results-oriented approach.

Overview

33
33
years of professional experience

Work History

Senior Vice President

Modern Bank, N.A.
09.2008 - Current
  • Chief Information Security Officer & Chief Operating Officer
  • Member of Senior Management of a Commercial Bank (“the Bank”) with assets under management of $800MM
  • Overall management of IT, Operations and Security functions within the Bank
  • Enhance risk management, corporate governance and implement policies and procedures
  • Focus on workflow automation for client onboarding and reporting
  • Responsible for vendor management including due diligence and contract review
  • Serve as the Internal Audit Liaison for the Audit Committee of the Board of Directors
  • Work with Executive Team and External Consultants to remediate regulatory criticisms
  • Chairman of the Operating Platform Committee and the Business Continuity Committee
  • Member of ALCO, Risk Management Committee, Cyber Risk Committee
  • Manage Staff of 10
  • Chief Security Officer and Head of Operations, Information Technology & Client Service
  • Overall management of IT, Operations and Security functions within the Bank
  • Enhance risk management, corporate governance and implement policies and procedures
  • Focus on workflow automation for client onboarding and reporting
  • Responsible for vendor management including due diligence and contract review
  • Serve as the Internal Audit Liaison for the Audit Committee of the Board of Directors
  • Work with Executive Team and External Consultants to remediate regulatory criticisms
  • Chairman of the Operating Platform Committee and the Business Continuity Committee
  • Member of ALCO, Risk Management Committee
  • Manage staff of 14
  • Chief Security Officer and Director of Information Technology
  • Overall management of IT and Security functions within the Bank
  • IT liaison with internal and external auditors and the regulatory body that governs the Bank (OCC)
  • Responsible for all IT/Security Policies and Procedures and related risk assessments
  • Chairman of the Business Continuity Committee
  • Member of the Risk Management Committee

Vice President of Administration

Modern Asset Management, LLC
04.2006 - 09.2008
  • Responsible for the administration of the Modern Asset Management (“MAM”) platform
  • Involved in the launch of the MAM platform, including the system build out required to accommodate and grow the business
  • Responsible for the day to day operations of the group
  • Coordinated the compliance function with MAM’s outsourced CCO, including various compliance filings and reporting

Vice President and Head of Manager Programs Administration

HSBC Bank USA
07.1997 - 03.2006
  • Managed a team of individuals responsible for administering and supporting the Manager Programs product offerings for the Domestic Private Bank
  • Maintained the Fiduciary Risk and Operational Risk programs for the business unit, including the formulation of a Control Self-Assessment
  • Represented the interests of the business unit in various project management initiatives
  • Assistant Vice President and Research Analyst
  • Responsible for the day to day operating and reporting activities for the Domestic Private Bank Product offerings, including tracking client performance and the creation and compilation of composite and benchmark/hybrid benchmark returns
  • Assisted in the due diligence and monitoring of the third party sub-advisor activities and performance
  • Assistant Treasurer and RIMA Administrator
  • Assisted Portfolio Managers in the management of client portfolios to conform to client’s investment objectives and asset allocation guidelines
  • Processed trade requests with external sub-advisors and executed internal mutual funds trade orders

Assistant Treasurer and Administrator

Chase Manhattan Bank, N.A.
01.1994 - 06.1997
  • Responsible for the administration and custody for an Advisory clientele
  • Processed and reconciled both domestic and foreign trades including currency conversion
  • Processed daily remittance requests and monitored un-invested cash and overdraft positions

Closing Coordinator

Coldwell Banker Relocation Services
05.1992 - 12.1994
  • Coordinated the closing on real estate properties acquired by the company
  • Ensured that closing statements were accurate prior to paying or receiving closing proceeds
  • Established working relationship with external contacts including attorneys, real estate brokers, and contractors as well as internal departments including appraisers, mortgage specialists and equity analysts

Education

Bachelor of Arts - Economics

Fairfield University
Fairfield, CT
05.1992

Skills

  • Strategic leadership
  • Policies and procedures
  • Operational excellence
  • Process improvements
  • Staff development
  • Strategic plans
  • Customer support
  • Digital transformation
  • IT management
  • Project management
  • KPI tracking

Timeline

Senior Vice President

Modern Bank, N.A.
09.2008 - Current

Vice President of Administration

Modern Asset Management, LLC
04.2006 - 09.2008

Vice President and Head of Manager Programs Administration

HSBC Bank USA
07.1997 - 03.2006

Assistant Treasurer and Administrator

Chase Manhattan Bank, N.A.
01.1994 - 06.1997

Closing Coordinator

Coldwell Banker Relocation Services
05.1992 - 12.1994

Bachelor of Arts - Economics

Fairfield University