Victor Budd
Little Elm,TX
Summary
Dynamic Sr. Strategist at Apex Systems with a proven track record in driving strategic initiatives and enhancing branch performance. Expert in relationship management and analytical expertise, I successfully collaborated across departments to implement large-scale changes, significantly improving operational efficiency and aligning teams with firm goals.
Overview
25
25
years of professional experience
Work History
Sr. Strategist - Client Support Team Advancement
Apex Systems - Contractor with Edward Jones
Remote, TX
06.2023 - Current
- Partnered with Senior Leadership to assess Branch Team roles' impact on firm strategy execution.
- Drove key strategic initiatives to achieve desired outcomes.
- Consulted with stakeholders and branch teams to identify needs and develop tailored solutions.
- Analyzed and recommended changes to enhance branch teamwork, roles, and business strategies.
- Collaborated across the firm to align branch roles and optimize workflow for maximum value.
- Assisted in implementing large-scale change initiatives.
- Maintained awareness of internal and external trends to boost team performance.
- Managed programs from insight through execution, ensuring positive impacts on the marketing team.
- Developed strategic plans to enhance client engagement and service delivery.
- Created presentations to communicate strategies to stakeholders and executive leadership.
- Identifying, assessing, treating, mitigating, monitoring, reporting and escalating risks.
Manager - Process Management
Capital One
Plano, TX
06.2022 - 06.2023
- Provided astute leadership and management of a Marketing Process Management Team.
- Trained, developed, and lead the principal process management team at the firm while liaising with senior executives on goal setting and decision-making.
- Created and validated processes.
- Designed and produced metrics used to measure efficiency and effectiveness.
- Drove process improvements aligned with desired customer outcomes.
- Analyzed, identified, and corrected data issues with systems used or owned by a department.
- Provided subject matter expertise on processes when representing the department in projects and other meetings.
- Managed and led a team of associates.
- Identifying, assessing, treating, mitigating, monitoring, reporting, and escalating risks.
Operations Manager/HR Manager
Lake Point Advisory Group
Rockwall, TX
09.2020 - 09.2021
- Provided astute leadership and management to 10 associates of a Registered Investment Advisor Firm. Trained, developed, and led the supervisor team at the firm while liaising with senior executives on goal setting and decision-making.
- Planned and executed daily operations while partnering with legal and external HR to ensure all personnel needs are met.
- Evaluated procedures and policies to identify areas for improvement and optimize business efficiencies and performance.
- Collaborated cross-functionally to improve employee engagement and satisfaction, creating a corporate culture dedicated to quality, customer service, and client satisfaction.
- Reviewed financial data and budgets to control costs and lift profitability.
- Negotiated and managed partner/vendor agreements and promoted positive working business partnerships.
- Partnered with Chief Compliance Officer to ensure adherence to all applicable regulations and statutes.
- Responded to EEOC and unemployment claims as needed.
- Identifying, assessing, treating, mitigating, monitoring, reporting and escalating risks.
Director/Investment Operations
Fidelity Investments
Westlake, TX
09.2012 - 09.2019
- Provided strategic direction for 14 team members, including 4 Senior Managers, 4 Senior Performance Analysts, and 6 Analysts in the areas of performance service operations, marketing disclosure, and regulatory reporting.
- Interfaced with clients in Workplace Investing, Fidelity Advisory Services, Fidelity Canada, Corporate Affairs, Corporate Legal & Compliance, Corporate Finance, Ethic’s Office, and 3rd Party Analytics Vendors to craft strategy and action plans.
- Provided service and support for clients such as Lipper, Morningstar, Bloomberg as well as partners in Asset Management, Fund Accounting, Investment Operations, Investment Business Development, Legal & Compliance, Finance, and IT.
- Collaborated with business partners and customers to evaluate their Marketing Disclosure and Regulatory Reporting needs and directly manage projects through the entire project life cycle.
- Tracked and resolved customer issues to ensure accurate and timely data was being delivered to key clients/accounts.
- Leveraged various tools to gather data and deliver customized reports and ad-hoc reports that fully met customer needs.
- Defined requirements, built test cases, performed UAT testing, and oversaw implementation of improvement projects.
- Drove adherence to all regulatory risk and compliance guidelines across the organization by identifying, assessing, treating, mitigating, monitoring, reporting and escalating risks.
Assistant Vice President, Mutual Fund Accountant, Broker Dealer Team Leader, Global Fee Billing Operations Manager and Project Manager
JPMorgan
Dallas, TX
07.2000 - 09.2012
- Served as a key member of the Global Fee Billing Project Team, acting as subject matter expert for the management of global billing conversion initiatives.
- Established, organized, and implemented test plans within the end-to-end project lifecycle while liaising with cross-functional groups to develop and document requirements and drive system development and deployment.
- Drove testing and roll-out of new or modified Advantage Fee Billing upgrades and releases across the enterprise.
- Advanced problem-solving skills, ability to develop a detailed work plan, and ability to influence to execute on the plan.
- Works effectively both independently and in a team environment.
- Ability to influence associates and leadership up to the executive management level using verbal, written, and presentation skills.
- Advanced Microsoft PowerPoint, Excel, and Word.
Education
BBA - Accounting (emphasis in business, analytics, economics and accounting)
TEXAS A&M UNIVERSITY
CORPUS CHRISTISkills
- Strategic leadership
- Business management
- Management consulting
- Investment banking
- Communication skills
- Goal setting
- Performance benchmarks
- Relationship management
- Financial management
- Human resources
- Risk assessment
- Research and analytics
- Quality assurance
- Results orientation
- Integrity and trustworthiness
- Culture advocacy
- Analytical expertise
- Self-motivation
- Change leadership
- Resource allocation strategies
- Brokerage proficiency
Timeline
Sr. Strategist - Client Support Team Advancement
Apex Systems - Contractor with Edward Jones
06.2023 - Current
Manager - Process Management
Capital One
06.2022 - 06.2023
Operations Manager/HR Manager
Lake Point Advisory Group
09.2020 - 09.2021
Director/Investment Operations
Fidelity Investments
09.2012 - 09.2019
Assistant Vice President, Mutual Fund Accountant, Broker Dealer Team Leader, Global Fee Billing Operations Manager and Project Manager
JPMorgan
07.2000 - 09.2012
BBA - Accounting (emphasis in business, analytics, economics and accounting)
TEXAS A&M UNIVERSITY