Gary Burkard Email & Phone Number | Process-oriented Operations Manager with proven success leading Customer Service teams to meet aggressive goals. Competencies include Securities Trading and all back office operations including automation, safety, compliance, and process improvement. Strong Sarbanes Oxley and Business Continuity Planning abilities. Managed through several mergers and acquisitions as Trading and Operations leader. Key strengths include change management, scheduling, best execution, training, problem resolution and all aspects of compliance. Strong change management skills. Project oriented Six Sigma Green Belt with Experience in managing projects and acting as Business Analyst for different units. Hands-on manager who leads by example with a strong understanding of Customer Service, securities transaction processing,and compliance. Core Strengths •Competitive analysis •Operations analysis •Quality assurance •Process development •Client acquisition •Consolidations •Data mining •Negotiation skills •Strategic partnerships •Complex problem resolution •Customer Service •Strategic planning •Vendor/Outsourcing Strategies •Margin Enhancement •Firm and Regulatory Compliance•Enhancements/Projects •Talent Development & Utilization •Business recovery and sustainability •Increasing Operational Efficiencies

Gary Burkard

Process-oriented Operations Manager with proven success leading Customer Service teams to meet aggre...
Torrance, California, United States

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Gary Burkard’s Location Torrance, California, United States

Gary Burkard’s Current Industry Cetera Advisor Networks Llc Member Finrasipc A Broker Dealer And Registered Investment Adviser

Gary Burkard’s Prior Industry Cetera Financial | Ing Advisors Network | Financial Network Investment Corporationaetna

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Regional Director/OSJ Branch Manager

2012-01-01 00:00:00 - Present

Operations/Call Center Manager/Pershing Liaison

2009-04-01 00:00:00 - 2011-10-01 00:00:00

Senior Vice President-Trading/Operations

2001-04-01 00:00:00 - 2009-03-01 00:00:00

Senior Vice President-Trading/Operations

1997-04-01 00:00:00 - 2001-03-01 00:00:00

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Gary Burkard is a Process-oriented Operations Manager with proven success leading Customer Service teams to meet aggressive goals. Competencies include Securities Trading and all back office operations including automation, safety, compliance, and process improvement. Strong Sarbanes Oxley and Business Continuity Planning abilities. Managed through several mergers and acquisitions as Trading and Operations leader. Key strengths include change management, scheduling, best execution, training, problem resolution and all aspects of compliance. Strong change management skills. Project oriented Six Sigma Green Belt with Experience in managing projects and acting as Business Analyst for different units. Hands-on manager who leads by example with a strong understanding of Customer Service, securities transaction processing,and compliance. Core Strengths •Competitive analysis •Operations analysis •Quality assurance •Process development •Client acquisition •Consolidations •Data mining •Negotiation skills •Strategic partnerships •Complex problem resolution •Customer Service •Strategic planning •Vendor/Outsourcing Strategies •Margin Enhancement •Firm and Regulatory Compliance•Enhancements/Projects •Talent Development & Utilization •Business recovery and sustainability •Increasing Operational Efficiencies

Gary Burkard currently works in the Cetera Advisor Networks Llc Member Finrasipc A Broker Dealer And Registered Investment Adviser |

Gary Burkard has prior
experience in the following industries:
Cetera Financial | Ing Advisors Network | Financial Network Investment Corporationaetna

Gary Burkard has the following professional experience:
Cetera Advisor Networks Llc Member Finrasipc A Broker Dealer And Registered Investment Adviser | Cetera Financial | Ing Advisors Network | Financial Network Investment Corporationaetna