Barney M Agate

301 north Main St, Winston Salem, NC 27101

Financial Services

Epicor Software Corp - Greater New York City Area since Jul 2012
ERP Consultant
BMA Professional Services LLC - Greater New York City Area Aug 2010 - Jul 2012
Principal
Guardian Trust Company, FSB 2009 - Aug 2010
Vice President and Operations Manager
JP Morgan 2008 - 2009
Vice President and Client Service Manager
HSBC Private Bank 2003 - 2007
Vice President, Wealth Management Solutions

HSBC Bank, plc Six Sigma Black Belt certificate 2006 - 2006
International Institute of Learning, Project Management certificate 2003 - 2003
Learning Tree International 1998 - 1998
New York State Bankers Association 1993 - 1993
Sullivan County Community College 1972 - 1974
SJ Tilden HS

Financial Services
Business Analysis
Project Management
Business Process
Risk Management
Business Process Improvement
Onboarding
Business Process Re Engineering
Operations Management
Cost Benefit Analyses
Relationship Management
Securities
Vendor Management
Outsourcing
Training
Wealth Management
Change Management
Six Sigma
Equities
Fixed Income
Back Office
Mutual Funds
System Implementations
Insourcing
Operational Excellence
Straight Through Processing
Investment Management
Employee Benefits
Professional Services
Contingency Planning
Trust
Client
Project Facilitation
Business Systems Analysis
Outsourcing Management
Client Services
Client Onboarding
Service Level Agreements
Cycle Time Reduction
User Management
Management
Cost Reduction
Strategy
Cost Control

Social Services
Boulevard Jewish Center
Founder
Arden Heights
Emergency Medical Technician
Trustee/Officer
Flatlands Volunteer Ambulance Corps
Congregation Vice President/Trustee