BRIAN T. FOLEY
Lutz, FL ***49
813-***-**** Mobile
abmqkx@r.postjobfree.com
SENIOR OPERATIONS EXECUTIVE
Strategic, results driven leader with more than 20 years experience
developing and managing profitable
financial operations within complex, high impact domestic and global
environments. Insurance and Financial Services background includes
acquisitions, consulting, business off-shoring, client relations, project
management, technology integration and compliance reporting. Strengths
include identifying change management plans and comprehensive business
solutions that bring value across multiple business lines with worldwide
application. Strong and proactive leader who can develop, mentor and
utilize talent to achieve positive year over year results.
PROFESSIONAL EXPERIENCE
Metropolitan life insurance company - TAMPA, fl 2002-2009
VICE PRESIDENT AND TAMPA SITE LEADER
PROVIDED STRATEGIC VISION, LEADERSHIP AND MANAGEMENT FOR METLIFE'S
ENTERPRISE-WIDE OPERATIONS, CLAIMS AND FIELD CALL CENTERS, INCLUDING
AGENCY AND INDEPENDENT BROKER SUPPORT FOR ALL INDIVIDUAL LIFE BUSINESS
FRANCHISES, ANNUITIES, INSTITUTIONAL BUSINESS AND METLIFE AUTO & HOME.
OVERSAW OPERATING BUDGET OF OVER $26M AND THE MANAGEMENT, TRAINING AND
DEVELOPMENT OF OVER 275+ ASSOCIATES.
. Effectively collaborated with senior management, MetLife field agencies
and off shore vendors across the organization to create and implement a
comprehensive service level reporting and communication strategy that
increased customer and field satisfaction to a historic 6 year high during
2008.
. Processed $21.2B annual premium and 57M monetary transactions per year
for over 30M individual policy/contract holders. Reduced the complexity of
all legacy cash and claims processing platforms.
. Implemented MIDA$ debit authorization system and converted the Agency
Office Cashiering System to a Java-based platform; and reduced outstanding
aged cash and policy suspense volumes from over $2B to under $250K.
Defined, deployed and executed MetLife strategic and tactical technology
initiatives.
. Guaranteed oversight of reporting and funding all variable and equity
based products; ensured all processed within SLA and matched all SEC, SOX,
and MetLife internal audit and compliance rules.
. Increased savings of $900K through focused and negotiated contracts with
external bank vendors and manage multiple TPA and core lockbox, billing
and collection relations in support of 457 and 403(b) plans.
. Influential stakeholder and key partner for the 2005 Traveler's Life and
Annuity business acquisition and integration plan. Drove new strategy
development and opportunity benchmarking.
. Empowered business leader and key stakeholder to leverage MetLife's
ongoing off-shoring initiatives to our Global Operations Support Call
Centers (GOSC) in Noida, India and San Jose, Costa Rica.
EAGLE INVESTMENT Systems, LLC - New York, NY 2001-2002
PROJECT MANAGER
. Implemented and coordinated a joint US/Dutch project team implementing
Eagle's S.T.A.R. accounting platform on site for a major Dutch financial
institution and their existing global clients.
. Key provider and Dutch based business liaison for Eagle's data accounting
and performance management modules that allow for global, multi-currency,
insurance and alternative investment account reporting.
. Managed more than 20 team leaders and developers to deliver a cost
effective, highly scalable and customized advanced business solution that
was launched within critical timelines and under budget.
trade.com global markets, inc. - New York, NY 2000-2001
SENIOR VICE PRESIDENT/ WEALTH MANAGEMENT AND TECHNOLOGY
Responsible for developing Trade. com's domestic and international Wealth
Management and Mutual Fund Business initiatives.
. Managed team of over 20 developers, investment consultants, international
operations associates and programmers to create co-branded and private
labeled web trading platforms in Asia and Latin America.
. Enhanced relationship management with Asian wealth segment customers by
negotiating the Trade.com RFP in both Singapore and Hong Kong to develop
a new robust portfolio module suite.
. Coordinated and assisted in the development of e-finance partnerships
with financial institutions in Latin America and Asia to create a multi
layer global B2B, B2C, and B2B2C financial services platform.
OPPENHEIMER CAPITAL: PIMCO TRUST COMPANY - New York, NY 1996 - 2000
Vice President/Portfolio and Client Services
Managed all operational and administrative aspects of the entire Trust
Company, and directed the NAV fund pricing with Mellon Bank, Boston.
. Monitored all trading transactions admissions/withdrawals, asset
allocations and NAV pricing for the twenty OCTC and PIMCO daily
commingled 457 and 403(b) retirement funds valued at over $1.9B.
Responsible for oversight and the processing for bonds, cash suspense,
open trades, vault inventory, stock transfer, stock loan and the
balancing of in-house accounts.
PAINE WEBBER TRUST COMPANY - weehawken, NJ 1993 - 1996
Vice President/Manager of Domestic Operations Service Center
Managed staff of seven Operations Specialists responsible for all
operational disciplines of the Paine Webber Trust Company.
. Served as senior management liaison for all Trust Officers, clients and
third party administrators to ensure all administrative and operational
priorities have been fulfilled.
. Assured and conducted directions to the custodian, Mellon Bank, for all
operational aspects of the custodial relationship, including the
coordination of IRS tax filings of forms 1099R and 945.
SMITH BARNEY SHEARSON INCORPORATED - New York, NY 1992 -1993
Operations team Leader
. Responsible for processing all expiration offers including tenders,
rights and conversions. Also communicated with branches and wire
institutions on delivery of funds.
PAINE WEBBER INCORPORATED - New York, NY 1988 - 1992
Senior Retirement Plans Analyst, Retirement Plan Services
. Verified government reporting of forms W2-P, 1099R, 5498, 5500 and year
end valuations.
EDUCATION / CERTIFICATIONS
State University of New York, College at Brockport, NY
FINRA Registered SERIES 6, 26
MILITARY EXPERIENCE
CAPTAIN (Retired) / New Jersey Army National Guard / Secret Clearance
(inactive)
US Armor Officers School, Ft. Knox, KY. Awards included: Army Commendation
Medal (4), Army Achievement Medal (3), Global War on Terrorism Medal and
the Army Overseas Service Ribbon.