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James McKenzie

James McKenzie

Financial Analyst

Regions Financial Corporation

Birmingham, AL

Financial Analyst with Regions Financial Corp.

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Regions Financial Corporation

Financial Analyst

• Initiated and maintained ROADs profitability report for new investment program for senior management
• Aided in the development and construction of firm’s ERISA Form 5500 Schedule C reporting database
• Point person for all Form 5500 Schedule C reportable revenue on outside held accounts
• Spearheaded the development of over 20 procedures previously held unaccounted for in Wealth Management Operations
• Maintained an Exceeded Expectation rating on all management reviews
• Create oversight reports to maintain compliance requirements with Internal Audit
• Closely monitored Regions Retirement Service accounts
• Maintained vendor relationship with Region’s outside Retirement Service Vendors
• Consolidated Excel and Sungard AddVantage programs to produce effective queries to update Senior Managment reporting and oversight compliance procedures

Career medium 06
Career

Regions Financial Corporation

Trust Operations

University of Mississippi

Athletic Department Tutor

Tutored student athletes in finance and business statistics

The University of Mississippi

Bachelor of Business Administration (B.B.A.), Banking and Finance, Managerial Finance