“I had the pleasure of working with John at Continental Stock during my time as their Customer Success Manager at Hiver. John is a truly inspiring leader who fosters a collaborative and results-oriented environment within the services department. John's commitment to open communication and clear goal setting ensured a smooth implementation of Hiver and significantly improved their team's workflow efficiency. The best part of working with John was having open conversations about what was working for him and what could be improved in Hiver. This is where John's feedback on the product helped Hiver tremendously improve and enhance its features.”
About
Business leader with extensive experience in strategic and tactical management of…
Activity
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Ensuring a positive shareholder experience is our top priority. With us, you will always speak with a live representative rather than an automated…
Ensuring a positive shareholder experience is our top priority. With us, you will always speak with a live representative rather than an automated…
Liked by John T. Torres
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No surprise, wealthy clients have become much more discerning about the services advisors offer. Managing investments in a tax efficient way is…
No surprise, wealthy clients have become much more discerning about the services advisors offer. Managing investments in a tax efficient way is…
Liked by John T. Torres
Experience
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Education
Licenses & Certifications
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Certified Regulatory Vendor Program Manager (CRVPM)
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IssuedCredential ID CEI-CRVPM-B00274
Honors & Awards
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2011 Leadership Award
AST CEO
presented in gratitude of your inspiration and dedication.
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Ranked Second in Customer Service for the Stock Transfer industry
Group Five Inc
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Bank Wide 'Best Service' Award
The Bank of New York
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Awarded Bank Achievement Award
The Bank of New York
for the design and implementation of the simplified customer form.
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Quarter III Top Performer
The Bank of New York
Languages
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Spanish
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Organizations
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DRI
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- Present
Recommendations received
44 people have recommended John T.
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Cameron Blanks from Pacific Equity Partners gives Sean Aylmer a 101 on private equity - including how PEP is making it more accessible, and how they…
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So proud of my team and our accomplishments. Always moving forward.
So proud of my team and our accomplishments. Always moving forward.
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(Part 2 of 2): Earlier this month, we successfully orchestrated a surprise company-wide birthday celebration for our President and Chairman, Steven…
(Part 2 of 2): Earlier this month, we successfully orchestrated a surprise company-wide birthday celebration for our President and Chairman, Steven…
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Fleet week NYC. Thank you for your service and gracing our town with your presence!
Fleet week NYC. Thank you for your service and gracing our town with your presence!
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Our integration with Interactive Brokers in Canada is making news in Wealth Solutions Report! 📰 "This new integration will initially provide…
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