Manager Management
Resume:
Werkmeister Kevin
Email: abo534@r.postjobfree.com
Address: *** ******** ****
City: Pittsburgh
State: PA
Zip: 15227
Country: USA
Phone: 412-***-****
Skill Level: Management
Salary Range: 50
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
Kevin R. Werkmeister
511 Greenlee Road, Pittsburgh, PA 15227 - Phone 412-***-**** - abo534@r.postjobfree.com
SUMMARY
Operations Manager with extensive experience working with Securities and Investments for a Fortune 500 Financial Company. Expertise in hiring, evaluating, coaching, mentoring and communications. Proven abilities in employee relations, affirmative action, creating procedures, training and development. Client focused with strong commitment to relationship building. Key skills include:
Leadership Development Management Statistics and Reporting
Operations Audit and Control Merger Conversions
Strategic Planning Project Management
EMPLOYMENT HISTORY/PROFESSIONAL EXPERIENCE
PNC BANK, N.A. a Pittsburgh, PA 1976-present
Operations Manager 1998-present
Asset Transfer Services Department a Wealth Management
Responsible for all security operations that would include managing conference calls, working with MIS to provide system enhancements, training, evaluations and all Human Resources needs for a staff of 20 members with three supervisors that includes the following functions and accomplishments:
a Coordinates and facilitates the entire collection of all trust and estate assets which includes the legal transfer requirements, communications with the delivering institutions, reporting progress and reconcilement of all assets flagged for in kind or liquidation processing.
a Verifies all legal documentation requirements for the transfer of assets.
a Prepare and calculate tax reporting valuations for Federal Estate Tax purposes
a Processes all security movements which includes reconcilement, security maintenance, adjustments, clearing and control of all depository positions.
a Provides tax, accounting and reporting support for all security transactions
a Develops and motivates staff for career paths into Administration roles within one to two years with over an 90% success rate
a Developed the Corporate policies for all PNC Security related matters such as Lost Securities, Escheatment of assets, security liability and legal transfer requirements.
a Created the initial procedure for restricted trade processing for rule 144 and 145 trades
a Ensures adherence with all Federal and State Regulations within compliance without exceptions
a Earned the Gallup "Great Workplace Award" at PNC Bank in 2010
a Continues to maintain a department efficiency service levels at 99.95% or better for over 10 years
Trust Securities Manager 1996-1998
Trust Securities Department
As Manager and network leader responsible for planning, budgeting, employee evaluations, management reporting, training, organizing committees, communications and oversight of a 20 member staff with three supervisors performing the following duties:
a Processed income collections for stocks, bonds, treasuries, promissory notes and all other income generating assets
a Executed mutual fund, secondary market and special asset trading
a Managed all reorganization/capital change transactions both optional and mandatory.
Kevin R. Werkmeister Page 2
Trust Securities Manager (Continued)
a Provided research on closely held equities and worthless securities
a Performed reconciliations, monthly physical asset audits and reported all findings to Management
a Nominated for the Performance Award by my peers.
a Developed the current industry process for the conversion of mutual funds from one entity to another
Supervisor, 1980-1996
Income Collections, Capital Changes and Mutual Fund Processing
EDUCATION
Bachelor of Science a Business Law and Accounting 1990
University of Pittsburgh-Pittsburgh, PA
School of Trust American Bankers Association 1990
Bucknell University
PROFESSIONAL DEVELOPMENT
Management training for employee essentials, budgeting and planning and adherence to federal and state requirements
TECHNICAL SKILLS
Computer programming skills in Fortran, Cobol and QuickBasic along with SAS experience
High level of expertise in all of the Microsoft Office products, Visio and Adobe Writer
Legal transfer paperwork requirements for all legal capacities (i.e. Trusts, Estates)
Project planning and control of system enhancements and merger consolidations
ASSOCIATIONS
Pennsylvania Bankers Association - Graduate of the School of Trust (1990)
Depository Trust Company - PNC Securities Services Representative (5 years)
Securities Transfer Association - Medallion Stamp Program coordinator for PNC Wealth Management (10 years)
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