If you searched Superstar Sourcing for President - Financial Services (with 1 additional requirement) on January 3, 2026 you'd find 391 great candidates

This sample report shows what our sourcing engine surfaces for this search. Preview the top 30 matches below.

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Candidate Profiles

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J**** M****

Retired executive Bank of America Merrill Lynch, proud member of the inaugural National Alumni Council for Bank of America

Albany, New York, United States 30 years 5 months

This candidate is a retired executive from Bank of America/Merrill Lynch who held Market President/Managing Director roles, fitting the C-suite profile, extensive FS experience, and leadership/strategy requirements. MD at Merrill (9yr) → Market President at BofA (19yr) → Retired. Excellent.

Work Experience

Bank of America
Regional Executive Private banking · 9 years 5 months
KeyBank
Private Client Advisor · 5 years 9 months
Bank of America
Market President, Albany Hudson Valley · 19 years 1 month
Merrill Lynch
National FADP Performance Executive Managing Director · 1 year 6 months
+ 2 more positions

Qualification Criteria 6 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

responsible training sales hudson leadership cpa banking director financial services private banking
100%

P**** O****

Operations and Financial Management

Dayton, Ohio, United States 15 years

Perfect fit - operations management experience spanning 15 years in major banking institutions explicitly mentions strategic planning capability required for a leadership role. JPMorgan Chase Ops Mgr → Bank One Ops Mgr (15 yrs total). Excellent.

Work Experience

JPMorgan Chase & Co.
Operations Manager · 10 years
Bank One
Operations Manager · 5 years

Qualification Criteria 6 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

strategic planning problem solving customer service multi tasking team player detail oriented management planning liability loyal organized operations
100%

M**** Y****

Retired U.S. Bank: President - Deposit & Payment Solutions

San Diego, California, United States 52 years 7 months

This candidate is an exact match, having served as President of a major division within a large bank for two decades. Retired President at U.S. Bank → EVP at Union Bank, deep banking leadership history. Excellent.

Work Experience

Union Bank
Executive Vice President · 25 years 3 months
U.S. Bank
President - Deposit & Payment Solutions · 20 years 2 months
U.S. Bank
Retired · 7 years 3 months
La Jolla Playhouse
Board or Trustee Member · 6 years 1 month

Qualification Criteria 6 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

financial risk banking sales wholesale leadership risk
95%

E**** S****

Senior Vice President, Principal Wealth Financial and Operations Officer at Washington Trust Wealth Management

West Greenwich, Rhode Island, United States 41 years 9 months

This candidate has senior executive experience in wealth management, fitting the financial services executive profile well. Washington Trust Wealth Management → U.S. Trust → BankBoston/Fleet/Bank of America, decades of experience. Excellent.

Work Experience

Currently open to new opportunities.
Sales Operations | Finance | Talent Management | Business Management · 1 year 5 months
R I Hospital Trust
Financial Analyst · 7 years 8 months
Leach & Garner Metals
Financial Analyst · 2 years 4 months
BankBoston/Fleet/Bank of America
Market Administrator · 11 years 9 months
+ 4 more positions

Qualification Criteria 5 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

sales operations talent management pipeline management data management management marketing business planning financial analysis performance management project management process improvement facilities management business continuity +8 more
95%

K**** M****

Independent Consultant

Houston, Texas, United States 37 years 11 months

This candidate has clear C-suite/EVP roles within financial services/FinTech and extensive leadership experience. COO/EVP at Cardtronics → SVP Financial Services at Payment Alliance Int'l, 37+ years experience. Excellent.

Work Experience

USAA
SVP of Operations · 8 years
First Union National Bank
COO, Retail Bank · 3 years
Republic National Bank
Regional Audit Manager · 4 years
Cardtronics
Chief Operating Officer, EVP Financial Services · 5 years 10 months
+ 5 more positions

Qualification Criteria 6 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

management operations retail audit responsible sales marketing branding director planning commerce results oriented +6 more
95%

L** R***

Executive | Board Member | Advisor

Bluffton, South Carolina, United States 20 years 8 months

This executive clearly aligns with the top leadership requirements, having spent 20 years as an EVP in the financial services industry and explicitly listing strategic planning skills. Ex-Wells Fargo (EVP 20+ years) → Board Member/Advisor, strong skills in leadership and strategic planning. Excellent.

Work Experience

Wells Fargo
Executive Vice President · 20 years 9 months

Qualification Criteria 5 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

business process improvement performing banking payments technology planning leadership science management marketing financial services customer experience +7 more
95%

J**** B****

Chief Operating Officer, Financial Services | CHIEF Member

Chicago, Illinois, United States 19 years 5 months

This candidate holds a COO title in Financial Services and has nearly 20 years of experience, though P&L/Strategy alignment is not explicitly confirmed. Alera Group COO → Chief → BMO Harris → J.P. Morgan. Strong executive fit in the correct industry. Strong.

Work Experience

JPMorgan Securities
Project Manager · 5 years 10 months
BMO Harris Financial Advisors
Manager - Central Supervision · 2 years
Chief
Chief Member · 2 years 10 months
Alera Group
Chief Operating Officer, Financial Services · 4 years 1 month
+ 4 more positions

Qualification Criteria 4 met, 2 not

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

education trainer supervision compliance director operations financial services project manager curriculum development continuing education
95%

J**** B***

Finance Executive

Scottsdale, Arizona, United States 34 years 10 months

This Finance Executive has achieved VP levels across major firms and explicitly mentions P&L management and strategic planning, strongly aligning with executive requirements. VP at NovaSource (2yr) → Consultant (3yr) → VP at American Express (11yr+ across roles). Excellent.

Work Experience

American Express
Director – Finance & Business Analysis – New Card Acquisition · 2 years
American Express
Vice President-Finance/LFO – Risk Customer Servicing · 3 years
American Express
Vice President-Finance/LFO – World Service · 3 years
G.J. Bush & Associates
Financial Business Consultant · 3 years
+ 6 more positions

Qualification Criteria 4 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

organizational skills strategic planning team development oracle erp business management business transformation operations management corporate finance business analysis service delivery business planning financial analysis +8 more
95%

D**** A**

Operations Banking Executive

McKinney, Texas, United States 35 years 11 months

Excellent fit for a senior operational leader with clear executive titles and explicit mention of strategic planning and expense management. Sunflower Bank SVP → Independent Financial EVP → FNB SVP, LEAN Six Sigma Black Belt. Excellent.

Work Experience

National City Bank
Senior Vice President · 3 years 10 months
Federal Reserve Bank
Operations Administrator · 10 years 1 month
Sunflower Bank, N.A.
SVP, Senior Director of Operations
First National Bank of Pennsylvania
SVP Director of Operations and Processing · 7 years 7 months
+ 3 more positions

Qualification Criteria 5 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

lean operations payments strategy management processing fraud prevention vendor technology consulting leadership +8 more
95%

N**** S****

VP of Trust Accounting at New Direction Trust Company

Topeka, Kansas, United States 21 years 3 months

This individual strongly matches executive experience in finance, including asset management, profit margin focus, strategic planning, and policy creation, fitting the required criteria closely despite the current title being VP level. CoreFirst Bank & Trust → New Direction Trust Company, 21 years, VP level, executive focus on P&L and strategy. Excellent.

Work Experience

New Direction Trust Company
Client Relationship Manager · 3 years
John Morris, CPAs
Office Manager · 2 years 6 months
Western Inspections
Office Manager · 1 year
Colorado Anesthesia Consultants
Billing Administrator · 2 years 8 months
+ 5 more positions

Qualification Criteria 5 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

finance management banking operations training derivatives craft compassion payroll reports tax organized +8 more
95%

S**** E****

Spring City, Pennsylvania, United States 44 years 6 months

This candidate is an excellent fit, possessing decades of experience in senior leadership roles within financial services, including running business lines and overseeing transitions, strongly implying C-suite/Executive management. EVP at SEI → Board Member roles → VP at US Bank. Excellent.

Work Experience

National Advisors Trust
Board Member · 2 years 6 months
SEI Private Trust Co
Board Member · 4 years 6 months
SEI
Executive Vice President, SEI Investments · 30 years 3 months
US Bank
Vice President · 6 years 6 months
+ 1 more positions

Qualification Criteria 5 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

investments leadership management securities banking responsible financial services wealth management growth strategies private banking business development relationship management +2 more
95%

D**** Q****

Experienced Bank Operations Manager and Chief Administrative Officer

Seattle, Washington, United States 36 years 10 months

This candidate is an excellent fit, having served as an EVP & Chief Administrative Officer, managed bank operations from start-up through crisis, and had extensive responsibility over all critical functional areas, which implies executive management, P&L oversight, and strategy. Washington Trust Bank → First Sound Bank → Pacific Northwest Bank, 36 years experience, EVP & CAO. Excellent.

Work Experience

First Sound Bank
EVP & Chief Administrative Officer · 11 years 9 months
Washington Trust Bank
Regional Operations and Client Service Manager · 9 years 5 months
Pacific Northwest Bank
Commercial Banking Div - Admin Officer · 9 years 1 month
Bank & Trust Company of Old York Road
Asst. Branch Manager · 6 years 9 months

Qualification Criteria 6 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

commercial real estate commercial banking driving operations acquisitions crisis reports responsible technology finance compliance +8 more
95%

K**** H*

Senior Vice President, Trust & Custody Service Delivery at U.S. Bank

Minneapolis, Minnesota, United States 31 years 10 months

This candidate is a strong fit, operating as an SVP/Director with experience driving profitability, executing strategic initiatives, and leading large functions within major financial institutions like U.S. Bank and Ameriprise. U.S. Bank → Ameriprise Financial → LPL Financial, 31 years experience. Strong.

Work Experience

Ameriprise Financial Services, Inc.
Director - Brokerage Operations
Ameriprise Financial Services, Inc.
Progressive specialist roles
Ameriprise Financial Services, Inc.
Director - Program
Adjacent Analytics LLC
Strategy Consultant · 1 year 8 months
+ 6 more positions

Qualification Criteria 5 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

driving profitability efficiency operations marketing strategy technology compliance management multicultural integration leadership +8 more
95%

D**** A****

Independent Financial Services Professional

Wayne, Pennsylvania, United States 25 years 4 months

This candidate has spent 25 years working in Executive Vice President roles at major banks (National City Bank, Wachovia), strongly aligning with President/C-Suite executive, executive management, 10+ years leadership, and the financial services industry, suggesting high-level responsibility likely included P&L. Experience: EVP at National City Bank → EVP at Wachovia (Wells Fargo). Excellent.

Work Experience

National City Bank
Executive Vice President · 2 years
Wachovia, A Wells Fargo Company
Execuive Vice President (CoreSates Bank, Wachovia Bank) · 23 years 6 months

Qualification Criteria 6 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive
95%

J*** R**

Management Consultant, Financial Services and Insurance Executive

New York City Metropolitan Area, United States 34 years 4 months

This candidate has significant senior executive experience in management consulting focused on the financial services industry, aligning well with the requirements. Protiviti → Navigant Consulting → PWC → Management Consultant. Specialist → 34 years experience. Executive Management → Yes. P&L → Partial (Consulting revenue responsibility implied). Strategic Planning → Yes. Strong.

Work Experience

Protiviti
Managing Director · 2 years
PWC
Senior Managing Director · 4 years 1 month
Fidelity Enterprise Data Systems
President · 2 years
Self-employed
Management Consultant · 7 years 11 months
+ 4 more positions

Qualification Criteria 4 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

strategy technology operations management consulting insurance banking investments leadership design integration latin +8 more
95%

J**** A****

Senior Vice President, Wescom Financial

Anaheim, California, United States 34 years 6 months

Very strong candidate with extensive SVP experience across financial services, including leadership and operations roles spanning over three decades. SVP at Wescom → EVP/SVP at Citi → SVP at BancWest Investment Services → SVP at UnionBanc Investment Services, 34 years experience. The depth of leadership and industry tenure suggests executive capability even if the current title isn't 'President'. Strong.

Work Experience

World Savings
Branch Manager · 2 years 1 month
Multimodal
AI & Financial Services Advisory Board · 1 year 2 months
Bank Insurance and Securities Association (BISA)
Board Member · 5 years 8 months
Atlas Securities
Financial Consultant · 4 years 4 months
+ 4 more positions

Qualification Criteria 4 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

financial services sales manager operations sales
90%

B**** R****

Strategy and Transformation Executive | Strategy Development and Execution | Business Transformation | Technology Implementation | Process Improvement

Charlotte, North Carolina, United States 21 years 7 months

Excellent match as this executive explicitly focuses on strategy development and execution within financial institutions, hitting multiple high-level criteria. U.S. Bank → First Horizon Bank (Senior VP roles) → Diebold → Wells Fargo. Excellent.

Work Experience

Wachovia Bank
Financial Center Manager · 1 year 9 months
U.S. Bank
Vice President, Enterprise Programs · 1 year 4 months
Wachovia Bank
Business Technology Leader · 4 years 4 months
U.S. Bank
Senior Vice President, Operations Strategic Execution Director · 1 year 6 months
+ 6 more positions

Qualification Criteria 5 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

driving performing digital consulting technology operations director crm financial institutions
90%

P**** B****

Senior Vice President at Northern Trust Corporation

Chicago, Illinois, United States 29 years 3 months

This SVP at a major financial institution explicitly mentions progressive leadership, governance, risk strategy, and aligning frameworks with business strategy, strongly suggesting executive management and strategic planning within the FS industry, though President/P&L are not confirmed. SVP leading governance/risk at Northern Trust → 25+ years in FS leadership. Strong.

Work Experience

Northern Trust Corporation
Officer & 2nd Vice-President - Account Manager/Sr Accounting Analyst/ Jr Relationship Manager · 14 years 8 months
Northern Trust Corporation
Senior Vice President, Client Executive, Control/Audit/Risk, Global Fund Services · 5 years 10 months
Northern Trust Corporation
Vice President, Relationship Manager, Global Family & Private Investment Office · 5 years 6 months
Northern Trust Corporation
Senior Vice President, Head of Control, North America Global Fund Services · 3 years 7 months

Qualification Criteria 4 met, 1 not

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

leadership governance audit risk management strategy preparedness compliance planning operations collaboration mitigation +8 more
90%

E*** J****

Senior Vice President Independent Contractor/Consultant

Los Angeles, California, United States 44 years 4 months

This executive clearly has the requisite leadership experience in financial services, including strategic planning, though the current role is consulting. Northern Trust SVP Division Head → Consultant, 44 years experience. Excellent.

Work Experience

Self-employed
Independent Contractor · 6 years 9 months
Citibank
Financial Center Manager, Vice President · 3 years
Home Savings of America, FSB
Retail Banking Operations, Vice President · 15 years 3 months
Northern Trust
Manager Trust, Banking and Investment Operations, Vice President · 3 years
+ 3 more positions

Qualification Criteria 4 met, 1 not

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

strategy operations sales profitability engagement driving leadership management planning retail commercial banking +8 more
90%

M**** P****

Executive Director - Central Supervisory Director at J.P. Morgan Securities LLC at J.P. Morgan Securities LLC

Pataskala, Ohio, United States 25 years 3 months

Excellent fit, evidenced by the Executive Director title and 20+ years in financial services, including significant roles in surveillance and operations management at J.P. Morgan. Held Executive Director/Central Supervisory Director role for 6+ years at J.P. Morgan Securities. Nationwide → JPM Chase roles. Strong.

Work Experience

Nationwide
Internal Wholesaler - Asset Retention · 3 years 11 months
J.P. Morgan Securities LLC
Executive Director - Central Supervisory Director at J.P. Morgan Securities LLC · 6 years 7 months
Chase Wealth Management
Surveillance Manager · 3 years 7 months
Chase Investment Service
Regional Supervisory Officer · 4 years 6 months
+ 3 more positions

Qualification Criteria 3 met, 1 not

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

financial services wealth management p director securities llc surveillance sales operations management
90%

R**** C****

Executive Vice President at Krungthai Card Public Company Ltd.

Berkeley, California, United States 27 years

This candidate has strong C-Suite level experience (EVP) within the financial services sector, including business banking and wealth management across several institutions. Ex-Standard Chartered → Krungthai Card, EVP role held for 7 years. Excellent.

Work Experience

Citibank Thailand
Assist Vice President; Cash Management and International Funds Transfers Operations · 2 years
American Express (Thai)
Senior Manager - Services Quality and Data Processing · 10 years
Krungthai Card Public Company Ltd.
Executive Vice President · 7 years 1 month
Standard Charted Nakornthon Bank
EVP Head of Business Banking and Wealth Management · 2 years
+ 1 more positions

Qualification Criteria 5 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

cash management data processing wealth management management operations processing banking operation
90%

R** H***

Oyster Consulting, LLC

Glen Allen, Virginia, United States 31 years 4 months

This candidate is the CFO and a Founding Principal/Managing Director of a consulting firm focused on financial services, meeting all executive, industry, leadership, and strategy criteria, implying P&L oversight. Arthur Andersen → Wachovia → Oyster Consulting Founder/CFO. Excellent.

Work Experience

Oyster Consulting, LLC
Founding Principal & Managing Director · 17 years 2 months
Wachovia Securities
Sr Manager of Supervision Administration · 7 years 5 months
Wachovia, A Wells Fargo Company
Sr Manager of Supervision Administration · 7 years
Oyster Consulting (Bermuda) Ltd.
Chairman · 7 years 6 months
+ 2 more positions

Qualification Criteria 6 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

financial services internal controls hedge funds consulting llc entrepreneur securities supervision registration accounting audit reinsurance +8 more
90%

M*** M***

SVP, Corporate Trust Operations at Western Alliance Trust Company, N.A.

New York, New York, United States 28 years 2 months

This candidate has deep experience in strategy, finance, and operations transformation within financial services leadership, strongly aligning with executive expectations. Western Alliance Trust SVP Corporate Trust Operations, significant experience stated in Strategy and Financial Management. Excellent.

Work Experience

The Bank of New York Mellon
Vice President - Head of Strategic Initiatives and Global System Administration · 6 years
The Bank of New York Mellon
Assistant Vice President - Senior Business Architect - Corporate Trust Operations · 3 years
The Bank of New York Mellon
Assistant Treasurer - Senior Business Analysts and Relationship Manager · 8 years
The Bank of New York Mellon
Vice President - Head of Corporate Trust System Administration · 4 years
+ 1 more positions

Qualification Criteria 4 met, 1 not

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

strategy operations engineering digital risk management capital planning governance technology vendor benefits +8 more
90%

T** W****

SVP, Chief Risk Officer (CRO) - Digital, Innovation & Open Banking, U.S. Bank; Digital Exec. Leadership

New York, New York, United States 27 years 2 months

This candidate is a senior executive in the financial services industry with extensive leadership and strategic planning skills, currently holding an SVP/CRO title which is near C-Suite level. U.S. Bank roles (CRO, SVP Omnichannel, SVP Chief of Staff) → HWCW Consulting (President). Strong.

Work Experience

KPMG US
Consulting Manager · 2 years 11 months
Chase
First Vice President, Multicultural Program Strategy and Delivery · 3 years 1 month
U.S. Bank
Chief Risk Officer (CRO) - Digital, Innovation & Open Banking, Senior Vice President
U.S. Bank
Senior Vice President, Digital Chief of Staff and Operations · 2 years 1 month
+ 4 more positions

Qualification Criteria 4 met, 1 not

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

customer relationship management strategic consulting customer service customer experience operational efficiency financial services relationship management call center program management innovation consulting organizing +8 more
90%

J**** B***

Senior Vice President, Financial Planning & Analysis at BNY

Pittsburgh, Pennsylvania, United States 24 years 2 months

Excellent fit as an SVP in Financial Planning & Analysis within a major financial institution, implying significant executive responsibility and strategic input. SVP FP&A at BNY → VP at BNY Mellon (24 years). Excellent.

Work Experience

BNY Mellon
Vice President · 8 years 5 months
BNY
Senior Vice President · 1 year 7 months
BNY
Multiple Positions · 13 years 11 months
BNY Mellon
Senior Specialist, Financial Planning & Analysis · 1 year 11 months

Qualification Criteria 4 met, 1 not

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

planning analysis financial planning
90%

A**** B****

Financial Services Professional

Miami, Florida, United States 24 years

This candidate explicitly identifies as a C-level executive (EVP/COO, Managing Director) with extensive experience in strategic planning and financial operations within banking. Core Acceptance/Sun American Bank → EVP/COO/MD roles, deep ops/strategy skills. Strong.

Work Experience

Core Acceptance Corporation
Managing Director/ Bank Consultant · 10 years 3 months
Union Credit Bank
CFO · 1 year 1 month
Sun American Bank formerly Pan American Bank
VP/Controller · 1 year 8 months
Sun American Bank
EVP/COO · 8 years
+ 1 more positions

Qualification Criteria 6 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

leadership skills consumer lending operations management project management digital marketing regulatory compliance contract negotiations corporate governance visionary c leadership operations +8 more
90%

J*** P****

Retired Banker and Consultant

Easton, Pennsylvania, United States 46 years 4 months

A retired executive with deep consulting and strategic experience in financial advisory roles, meeting most criteria. Managing Director at The Kafafian Group → AVP at KNBT → VP at UnitedTrust Bank → VP/Corp Secretary at Vista Bancorp. Excellent.

Work Experience

Vista Bancorp, Inc.
Vice President, Corporate Secretary & Investor Relations · 25 years
The Kafafian Group, Inc.
Managing Director · 16 years 5 months
KNBT
Assistant Vice President · 4 years
UnitedTrust Bank
Vice President · 1 year

Qualification Criteria 4 met, 1 not

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

consulting planning strategy mergers acquisitions management director process improvement strategic planning financial advisory strategy development strategic management +1 more
90%

D** B****

Senior Vice President at State Street Bank

North Reading, Massachusetts, United States 34 years 5 months

This candidate presents as a highly experienced COO/Executive with deep financial services background, demonstrating global leadership, strategic execution, and operational ownership suggestive of C-level impact, although the specific title isn't 'President'. COO/SVP @ State Street (20+ yrs) → Mellon Bank/CIBC role, 34 years total, strong international/risk/compliance expertise. Excellent.

Work Experience

State Street
Senior Vice President - Head of Global Markets Business Support Services/Transformation · 4 years
State Street Bank and Trust Company
Vice President - Securities Finance Controller · 4 years
State Street
Business Controls Executive - Global Markets - Senior Vice President · 2 years 6 months
State Street
Senior Vice President - Global Markets Chief Administrative Officer · 3 years
+ 5 more positions

Qualification Criteria 5 met

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

strategic leadership team building project management regulatory compliance team player deadline driven operations leadership management optimization risk compliance +3 more
90%

N**** K****

Executive Director- Market Director of Banking at JPMorgan Chase & Co.

New York City Metropolitan Area, United States 20 years 7 months

This Executive Director/Market Director has 20+ years in Financial Services, clearly in executive management overseeing operations and strategy within a major bank, strongly suggesting P&L scope. JPMorgan Chase ED/Market Director (20+ years). Excellent.

Work Experience

JPMorgan Chase & Co.
Executive Director- Market Director of Banking · 7 years 4 months
JPMorgan Chase & Co.
Assistant Branch Manager- Operations · 3 years 7 months
JPMorgan Chase & Co.
Vice President/ Branch Manager · 6 years 2 months
JPMorgan Chase & Co.
Assistant Branch Manager- Sales · 3 years 9 months

Qualification Criteria 5 met, 1 not

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

wealth management customer experience banking leadership retail operations metrics compliance director recruitment management innovation +3 more
90%

S**** B****

Executive Director, JPMorgan Chase

New York, New York, United States 38 years 7 months

This executive director has substantial leadership in major financial institutions, nearing C-suite level experience, although P&L is not explicitly stated. Exec Director at JPM → Director at S&P → VP roles in large banks, MBA/BS from Wharton/NYU. Strong.

Work Experience

Bankers Trust Company
Vice President · 6 years
JP Morgan
Vice President · 2 years
JPMorgan Chase
Executive Director, Worldwide Securities Services Pension Segment · 15 years 9 months
Standard & Poor's
Senior Director Product Development · 13 years 2 months
+ 2 more positions

Qualification Criteria 3 met, 3 not

P&L responsibility
Strategic planning
10+ years leadership
Executive management
Financial Services industry
President / C-Suite executive

Skills & Expertise

director commercial banking operations securities commercial banking product development
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