Kris Chester
Executive Vice President + Chief Operating Officer at Kestra Financial- Claim this Profile
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Bio
Credentials
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Series 66 - Uniform Combined Investment Adviser/Securities Agent State Law Exam
FINRA (Financial Industry Regulatory Authority)Feb, 2019- Nov, 2024 -
Series 24, General Securities Principal
FINRA (Financial Industry Regulatory Authority)Sep, 2018- Nov, 2024 -
Series 7, General Securities Representative
FINRA (Financial Industry Regulatory Authority)May, 2018- Nov, 2024 -
Certified Treasury Professional (CTP)
Association for Financial ProfessionalsJun, 2002- Nov, 2024
Experience
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Kestra Financial
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United States
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Financial Services
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200 - 300 Employee
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Executive Vice President + Chief Operating Officer
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Jan 2018 - Present
Chief Operating Officer responsible for ensuring that Kestra Financial offers advisors an industry leading product platform, the latest technology and highest-quality service while overseeing the continued simplification and streamlining of business processing. In this role she leads Client Service, Onboarding, Trading Operations, Product/Program Management and Sales Supervision. FINRA Licenses held: Series 7, 24, 66 Chief Operating Officer responsible for ensuring that Kestra Financial offers advisors an industry leading product platform, the latest technology and highest-quality service while overseeing the continued simplification and streamlining of business processing. In this role she leads Client Service, Onboarding, Trading Operations, Product/Program Management and Sales Supervision. FINRA Licenses held: Series 7, 24, 66
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Executive Vice President, Treasury Management
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Jul 2011 - Dec 2017
Head of Treasury Management Implementation & Delivery Led the team responsible for implementing and integrating Treasury Management solutions which generates $2.5B in annual revenue ($500MM annual sales). Transformed the organization including the business processes and technology platform to deliver a world-class experience to customers and business partners. Designed a customer-centered culture and elevated team member engagement to be among the highest in Treasury Management, Wholesale… Show more Head of Treasury Management Implementation & Delivery Led the team responsible for implementing and integrating Treasury Management solutions which generates $2.5B in annual revenue ($500MM annual sales). Transformed the organization including the business processes and technology platform to deliver a world-class experience to customers and business partners. Designed a customer-centered culture and elevated team member engagement to be among the highest in Treasury Management, Wholesale Banking, and Wells Fargo.
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Executive Vice President, Treasury Management
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Oct 2008 - Feb 2012
Head of Treasury Management Merger/Integration Led the extremely successful integration of all aspects of the $2.5B Treasury Management business for the Wells Fargo/Wachovia merger, which produced an industry-leading product solution set and world-class delivery model. Migrated Wachovia customer relationships to the target operating model and platform with nearly zero customer attrition. Collaborated across partner groups and business lines to engage key stakeholders and ensure… Show more Head of Treasury Management Merger/Integration Led the extremely successful integration of all aspects of the $2.5B Treasury Management business for the Wells Fargo/Wachovia merger, which produced an industry-leading product solution set and world-class delivery model. Migrated Wachovia customer relationships to the target operating model and platform with nearly zero customer attrition. Collaborated across partner groups and business lines to engage key stakeholders and ensure representation of diverse business needs.
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Senior Vice President, Treasury Management, Global Product Management Manager
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1999 - 2008
Directed product management team responsible for market strategy, development, performance and profitability of Treasury Management general account services, disbursement and reconciliation solutions, fraud detection services and commercial card products across the ten state territory of Wells Fargo Bank. Directed product management team responsible for market strategy, development, performance and profitability of Treasury Management general account services, disbursement and reconciliation solutions, fraud detection services and commercial card products across the ten state territory of Wells Fargo Bank.
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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Vice President, National Product Manager
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1998 - 1999
Synthesized and developed market strategy including pricing, sales and profitability goals for the Treasury Management paper and electronic disbursement product lines. Monitored product performance with accountability for results. Directed, delivered and evaluated the training of national sales and service teams. Synthesized and developed market strategy including pricing, sales and profitability goals for the Treasury Management paper and electronic disbursement product lines. Monitored product performance with accountability for results. Directed, delivered and evaluated the training of national sales and service teams.
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Vice President, Global Product Manager
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1996 - 1998
Developed market strategy, directed development and managed performance and profitability for Treasury Management disbursement, reconciliation and fraud products. Developed comprehensive marketing collateral to reflect product enhancements resulting from the combined product offering of First Interstate and Wells Fargo. Led quality task force to identify and resolve operational issues and product deficiencies from various merger-related system conversions and departmental consolidations.
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Vice President, District Operations Manager
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1994 - 1996
Promoted to lead production and administration for controlled disbursement operations, statement processing, account reconciliation services, return item processing, bookkeeping and payment authorization/fraud processing for the multi-state Midwest region (600M+ Retail and Wholesale customers). Successfully consolidated multiple processing centers to Houston, Texas, resulting in a 26% staff reduction and annual operating expense savings of over $1MM. Implemented 13 system conversions and… Show more Promoted to lead production and administration for controlled disbursement operations, statement processing, account reconciliation services, return item processing, bookkeeping and payment authorization/fraud processing for the multi-state Midwest region (600M+ Retail and Wholesale customers). Successfully consolidated multiple processing centers to Houston, Texas, resulting in a 26% staff reduction and annual operating expense savings of over $1MM. Implemented 13 system conversions and enhancements over 2 years including demand deposit, account reconciliation, signature verification and fraud detection systems. Improved delivery of reconciliation services by re-engineering departmental workflow and staffing structure, developing customer tracking schedules and implementing quality control processes; delivery timeliness improved by 15% and quality improved by 9%.
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Vice President, Corporate Services Operations & Product Manager
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1992 - 1994
Promoted to lead operations processing and product strategy for domestic and international funds transfer, account analysis, information reporting and automated clearinghouse (ACH) services. Managed the delivery and profitability of the cash concentration, funds transfer, balance reporting and electronic payments product lines. Directed the consolidation of Texas operations into centralized operations centers of excellence. Instituted pricing incentives for corporate customers to convert from… Show more Promoted to lead operations processing and product strategy for domestic and international funds transfer, account analysis, information reporting and automated clearinghouse (ACH) services. Managed the delivery and profitability of the cash concentration, funds transfer, balance reporting and electronic payments product lines. Directed the consolidation of Texas operations into centralized operations centers of excellence. Instituted pricing incentives for corporate customers to convert from manual to automated funds transfer products.
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Assistant Vice President Operations
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1990 - 1992
Directed the strategic and financial planning process, performance reporting and product line profitability analysis for regional deposit and treasury operations. Developed Treasury Management product line plans to determine optimal pricing and direct marketing and sales efforts toward the bank’s most profitable products. Performed due diligence and cost analysis for proposed acquisition of targeted financial institutions.
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Education
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1983 - 1987
Texas A&M University - Mays Business School
Bachelor of Business Administration - BBA, Finance, General
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