Joanne Smallwood

National Director, Associate Strategy & Field Implementation at Key Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Cleveland, Ohio, United States, US
Skills

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Credentials

  • Series 7, Series 66, Series 24
    FINRA

Experience

  • Key Private Bank
    • United States
    • Banking
    • 200 - 300 Employee
    • National Director, Associate Strategy & Field Implementation
      • Feb 2023 - Present

      • Leads and manages the National Associate Sales Support strategy across the KPB footprint, which includes 140+ Associates across three regions and 24 market offices. • Develops strategy as it relates to supporting the Key Private Bank sales teams and market offices • Responsible for driving critical organizational change leading to national consistency in client experience and sales support activities • Executed firm-wide model evolution to realign sales support teams for revenue growth Show less

  • KeyBank
    • United States
    • Banking
    • 700 & Above Employee
    • VP, Director of Strategy Implementation, (Chief of Staff to COO), Wealth Management
      • Jan 2017 - Feb 2023

      • Develops strategy as it relates to growing AUM, enhancing overall client experience, improving operational efficiency, and promoting the firm brand• Provides key input and insights into the analysis of strategic opportunities and organizational challenges with colleagues on the leadership team• Creates and maintains project plans to monitor the progress and to ensure teams meet identified targets• Responsible for driving critical organizational change• Editorial Chair for the Key Wealth Institute, accountable for the creation and distribution of client content• Creates and supports a strong culture of accountability across the business by maintaining pace in plan execution and implementation• Develops and drives content for executive leadership meetings, regional meetings and various mediums of client communications• Develops strategy communication materials for executive presentations• Leads and manages a team of client specialists • Identifies and cultivates talent through management of the Wealth Intern Program- designed program to meet the current and emerging needs of the business. Show less

    • Lead Business Analyst
      • Jan 2012 - Jan 2017

      • Created and executed Investment team marketing and communications strategy• Managed proprietary fund performance reporting• RFP generation

  • PNC Bank (National City Bank)
    • Cleveland, Ohio
    • Senior Fund Administrator
      • 2006 - 2009

      • Preparation, review and presentation of monthly financials and fund performance reports for Management and fund Board of Trustees • Collected and reviewed data for financial statements, prospectuses and other fund literature and marketing tools • Reviewed expense accruals and authorized payment of all expense payments and fees. • Verified and validated external vendor calculations and net asset values for mutual fund products. • Acted as liaison between department and external service provider and clients by managing fund accounting relationship with third party fund administrator • Researched vendor fund data discrepancies Show less

  • LaSalle Bank N.A.
    • Chicago, IL
    • Pricing Analyst
      • 2002 - 2004

      • Solely responsible for the accurate and timely pricing of securities held in client trust accounts • Researched and resolved discrepancies in securities pricing and trust account holdings • Analyzed pricing trends, security movement, and overall performance • Monitored both foreign and domestic market activity. • Processed mandatory and voluntary corporate actions as needed. • Solely responsible for the accurate and timely pricing of securities held in client trust accounts • Researched and resolved discrepancies in securities pricing and trust account holdings • Analyzed pricing trends, security movement, and overall performance • Monitored both foreign and domestic market activity. • Processed mandatory and voluntary corporate actions as needed.

  • Northern Trust
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Fund Accountant
      • 2000 - 2002

      • Responsible for the valuation of multiple mutual fund families • Calculation of expenses, accruals and processing of corporate actions • Reconciliation of fund holdings and all trade activity with Trust, fund custodians and investment advisors • Accurately forecasted un-invested cash to be reported to fund managers and traders • Calculation and submission of net asset values to NASDAQ daily • Responsible for the valuation of multiple mutual fund families • Calculation of expenses, accruals and processing of corporate actions • Reconciliation of fund holdings and all trade activity with Trust, fund custodians and investment advisors • Accurately forecasted un-invested cash to be reported to fund managers and traders • Calculation and submission of net asset values to NASDAQ daily

Education

  • The Ohio State University
    Bachelor of Arts
  • Ashland University
    Master of Business Administration - MBA, Finance and Financial Management Services

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