chuck connell

About

Senior “hands-on” leader with a variety of management, sales, project management, and strategy roles in the US and abroad. Proven track record generating revenue and delivering value added solutions at a top tier financial services firm. High energy, results-focused, adaptable professional, with strong interpersonal skills. Extensive international experience. Raised in Europe and Middle East. Fluent in Spanish, German and Italian Specialties: In-depth knowledge of the pension, insurance and public sector markets.

Country

united states

City

new york

Industry

banking

Skill

financial services, strategy, management, investments, fixed income, capital markets, mergers and acquisitions, banking, portfolio management, investment banking, risk management, hedge funds, financial markets, product management, leadership, crm, emerging markets, investment management, alternative investments, financial risk, financial modeling, asset management, relationship management, equities, securities, derivatives, corporate finance, treasury management, valuation, mutual funds, structured finance, due diligence, private equity, bloomberg, bonds, trading, financial structuring

Experience

retired

envoy group

2018-8 - Present · 8 yrs 1 mo

Certified IRS volunteer tax preparer and looking for other pro bono opportunities.

director

citi

2009-8 - 2018-8 · 9 yrs 1 mo

Global Public Sector roles.

head of u.s public sector strategy

j.p. morgan

2004-3 - 2009-7 · 5 yrs 5 mos

Strategy and Client prioritization efforts for U.S. Public Sector group in Treasury Services. Key player in highly acclaimed 5 year strategy plan. Oversee on-going assessments to define key clients, prospects, and products. Set up system and repository to organize and retain client related information. Efforts focused on future opportunities and coordinating efforts across the firm to maximize revenues.

director

jpmorgan chase & co.

1999-8 - 2000-2 · 7 mos

Director, Investor Services' Y2K effort. Focused on contingency planning and all aspects of internal and external communication. Quickly took charge of a problematic project, set direction, consolidated disparate efforts, and stepped up coordination with global locations. Created a virtual team of over 70 professionals to man Global Command Center 24 x 7 for two weeks.

cross business initiatives lead

j.p. morgan

2000-3 - 2004-3 · 4 yrs 1 mo

Vice Chairman’s staff for cross bank initiatives. Efforts included orchestrating a major consulting project, European business studies, active involvement in JPMorgan merger teams, and business executive for the implementation of a major client relationship management (Siebel) project across the Firm. Served as a key player in 9-11 recovery which led to an appointment to the bank-wide crisis team.

division executive

jpmorgan chase & co.

1994-1 - 1999-1 · 5 yrs 1 mo

Division Executive for North American plan sponsor relationships, New York. Ran group of 150 people with over $500 billion in master trust and custody assets. Key services included securities lending, performance measurement and investment management. Team leader for successful acquisition of U.S. Trust institutional business. Held Certified Retirement Counselor and Certified Retirement Administrator designations. Founding Board Member, National Defined Contribution Council, cross-industry group established to focus on service providers to plan sponsors, 1995-2002. Chair of Examination Committee & Board of Standards, International Foundation for Retirement Education, 1998-2002. Board Member, American Bankers Association Senior Employee Benefits Trust Committee, 1996-1998. Comment Member, “Risk Standards for Institutional Investment Managers and Institutional Investors,” issued November 1996. Authored articles, e.g., “Global Custody: Helping Institutional Investors Navigate Risks of Emerging Markets Worldwide,” Journal of Pension Plan Investing