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Bio

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Yvonne Walton, Msfe, is a seasoned banking professional with extensive experience in retail banking, credit, management, leadership, and sales. She has held various roles, including Director - OTC Settlements at Morgan Stanley and Financial Center Manager at Bank of America. Yvonne has also worked as a Market Manager at Capital One and a Personal Banker at Wells Fargo. She holds a Master's degree from West Texas A&M University College of Business and a Bachelor of Arts degree from Rutgers University.

Credentials

  • Series 99
    FINRA
    Jun, 2022
    - May, 2026
  • SIE
    FINRA
    May, 2022
    - May, 2026

Experience

  • Morgan Stanley
    • Baltimore, Maryland, United States
    • Director - OTC Settlements
      • Mar 2022 - Present
      • Baltimore, Maryland, United States
    • Operations Manager
      • Feb 2022 - Mar 2022

    • Financial Center Manager
      • Feb 2019 - Mar 2022

    • United States
    • Financial Services
    • 700 & Above Employee
    • Market Manager
      • Jan 2014 - Dec 2018

      •Ranked 3rd in the Region for both sales and service performance in 2015 while managing multiple branches and teams simultaneously in 2015 and 2018.• Selected to manage a transformed branch location in the first Micro-Market model in Manhattan in 2016.• Nominated in 2017 & 2018 and received 2017 “Women Who Rock” award for the Northeast associates in Capital One.• Current Committee Member for both NY chapters of the Hispanic and Black Business Resource Groups of Capital One.• Mentor in 2017 Hispanic Business Resource Group mentorship program.• Current Business Resource Partner in 2017-2018 SAGE mentorship program for women owned businesses in the Northeast.• Current Adjunct Faculty member for onboarding exempt associates.

    • Relationship Banker
      • Mar 2012 - Dec 2013

      • Achieved status as one of the top branch sales performers in the district at a 95% rate amongst peers.• Engage Mentor for Capital One newly hired Bankers in the Lower Manhattan District.• Ranked 3rd in Lowered Manhattan District amongst branches for 2012 in absence of management.• 1st to be nominated from Lower Manhattan District and participate in Branding Class to further the development of my personal and career growth.• Nominated and 1 out of 16 accepted into 2014 INvest Branch Manager Training Program for Capital One.

  • Wells Fargo
    • New Jersey
    • Personal Banker
      • May 2010 - Feb 2012
      • New Jersey

      • Spearheaded Bank at Work initiative in Southern New Jersey district allowing the branch to be at 120% of goal two consecutive quarters in 2011.• Mentored district associates in 2011 through Wachovia/Wells Fargo transition.

    • Equity Trader
      • May 2009 - May 2010
      • New Jersey

      • Monitored orders, execution, confirmation, reporting and settlement. • Manage sell-side accounts, review daily transaction reports, troubleshoot and identify errors.• Adjust positions adhering to relevant rules and regulations to resolve trade disputes.• Attend and participate in weekly complia...

Education

  • 2020 - 2021
    West Texas A&M University College of Business
  • 2017 - 2020
    Rutgers University
  • 2004 - 2008
    Rutgers University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking”

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