George Fischer
Leader recognized for driving technology innovation and operational excellence for 20+ years. Extensive financial services industry experience with... | Kansas City, Missouri, United States
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George Fischer’s Emails ge****@um****.com
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George Fischer’s Location Kansas City, Missouri, United States
George Fischer’s Expertise Leader recognized for driving technology innovation and operational excellence for 20+ years. Extensive financial services industry experience with proven leadership expertise in product management, project management, operations, client service, user experience design, digital transformation, business process re-engineering, information technology, software development, API development and cyber security. Extensive P&L management experience.. My career highlights include: • P&L Management – Managed a ~1B P&L of a public company from 2014-2016. • Client Service Leadership – Fixed structural problems within client service model, redesigned key processes and implemented new technologies to drive to record CSAT and NPS scores in 2017 and 2018. • Mergers and Acquisitions (M&A) – Partnered in more than 20 acquisitions across three different companies over the last 15 years. Conducted due-diligence and spearheaded successful integrations of RIAs, Broker Dealers and Technology companies. • Pricing – Designed and implemented new pricing strategies that delivered over 200M in incremental annual EBITDA in 2015-2016. • Product Management Leadership – Introduced 3 financially significant product offerings while also transforming client digital experiences from 2003 to 2016. Received industry awards for design and experience innovations in platform, mobile and tablet applications. • Operations Leadership – Implemented new policies, procedures and technologies to reduce risks in trading, order management and lending products to adhere to firm mandated risk tolerances from 2013-2016. Presided over successful regulatory audits from FINRA and the OCC over this period. • Software Development Leadership – Transformed software development processes to Agile in 2017, resulting in improved productivity. Deep expertise in Salesforce and MuleSoft. • Private Equity – Filled key operational leadership roles in companies owned by elite private equity firms from 2016 through 2019.
George Fischer’s Current Industry Umb Bank
George
Fischer’s Prior Industry
Navigant
|
Netadvantage
|
Etrade
|
Geneva Trading
|
Realtick
|
Advicent
|
Hightower
|
Northrock Partners
|
Umb Bank
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Work Experience
Umb Bank
Chief Operating Officer, Private Wealth Management
Fri Oct 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Northrock Partners
Chief Technology Officer | Chief Operations Officer
Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jun 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Hightower
Managing Director, Operations and Client Service
Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jun 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Advicent
SVP, Product Management & Technology
Sat Oct 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Etrade
Senior Vice President, Trading, Margin Lending and Cash Management
Sun May 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Realtick
Global Head of Product Management & Strategy
Wed Sep 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Geneva Trading
Head of Program Management
Fri Aug 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Sep 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Etrade
Senior Manager, Product Management
Sun Jun 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Netadvantage
Founder
Thu Jun 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)
Navigant
Manager
Sun Jun 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
George Fischer Email Addresses
FAQ About George Fischer
-
George Fischer is located at
Kansas City, Missouri, United States -
George Fischer is a
Leader recognized for driving technology innovation and operational excellence for 20+ years. Extensive financial services industry experience with proven leadership expertise in product management, project management, operations, client service, user experience design, digital transformation, business process re-engineering, information technology, software development, API development and cyber security. Extensive P&L management experience.. My career highlights include: • P&L Management – Managed a ~1B P&L of a public company from 2014-2016. • Client Service Leadership – Fixed structural problems within client service model, redesigned key processes and implemented new technologies to drive to record CSAT and NPS scores in 2017 and 2018. • Mergers and Acquisitions (M&A) – Partnered in more than 20 acquisitions across three different companies over the last 15 years. Conducted due-diligence and spearheaded successful integrations of RIAs, Broker Dealers and Technology companies. • Pricing – Designed and implemented new pricing strategies that delivered over 200M in incremental annual EBITDA in 2015-2016. • Product Management Leadership – Introduced 3 financially significant product offerings while also transforming client digital experiences from 2003 to 2016. Received industry awards for design and experience innovations in platform, mobile and tablet applications. • Operations Leadership – Implemented new policies, procedures and technologies to reduce risks in trading, order management and lending products to adhere to firm mandated risk tolerances from 2013-2016. Presided over successful regulatory audits from FINRA and the OCC over this period. • Software Development Leadership – Transformed software development processes to Agile in 2017, resulting in improved productivity. Deep expertise in Salesforce and MuleSoft. • Private Equity – Filled key operational leadership roles in companies owned by elite private equity firms from 2016 through 2019. Umb Bank -
George Fischer currently works in the
Umb Bank -
George Fischer specializes in
Leader recognized for driving technology innovation and operational excellence for 20+ years. Extensive financial services industry experience with proven leadership expertise in product management, project management, operations, client service, user experience design, digital transformation, business process re-engineering, information technology, software development, API development and cyber security. Extensive P&L management experience.. My career highlights include: • P&L Management – Managed a ~1B P&L of a public company from 2014-2016. • Client Service Leadership – Fixed structural problems within client service model, redesigned key processes and implemented new technologies to drive to record CSAT and NPS scores in 2017 and 2018. • Mergers and Acquisitions (M&A) – Partnered in more than 20 acquisitions across three different companies over the last 15 years. Conducted due-diligence and spearheaded successful integrations of RIAs, Broker Dealers and Technology companies. • Pricing – Designed and implemented new pricing strategies that delivered over 200M in incremental annual EBITDA in 2015-2016. • Product Management Leadership – Introduced 3 financially significant product offerings while also transforming client digital experiences from 2003 to 2016. Received industry awards for design and experience innovations in platform, mobile and tablet applications. • Operations Leadership – Implemented new policies, procedures and technologies to reduce risks in trading, order management and lending products to adhere to firm mandated risk tolerances from 2013-2016. Presided over successful regulatory audits from FINRA and the OCC over this period. • Software Development Leadership – Transformed software development processes to Agile in 2017, resulting in improved productivity. Deep expertise in Salesforce and MuleSoft. • Private Equity – Filled key operational leadership roles in companies owned by elite private equity firms from 2016 through 2019. -
George Fischer speaks the following languages:
No languages available. -
George Fischer has prior experience in the following industries:
Northrock Partners , Hightower , Advicent , Etrade , Realtick , Geneva Trading , Etrade , Netadvantage , Navigant -
George Fischer has the following professional experience:
Umb Bank , Northrock Partners , Hightower , Advicent , Etrade , Realtick , Geneva Trading , Etrade , Netadvantage , Navigant . -
You can view George Fischer’s
LinkedIn profile at LinkedIn URL. -
George Fischer’s work email addresses are
[email protected] . -
George Fischer works at
Umb Bank
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