MollyBryson Molly Bryson Managing Director, Client Relationships 804.588.5083 vCard

Molly brings over 25 years of experience in the financial services industry to her relationship manager role. Prior to joining Oyster, Molly was a Senior Vice President-Director of Client Services with First Clearing Correspondent Services, an affiliate of Wells Fargo & Company. In that role, she managed a team of relationship managers serving as advocates dedicated to the highest level of operational process and service satisfaction for various correspondent firms across the country. In addition, she has held leadership positions with various types of financial companies including banks, mutual fund companies, brokerage operations and brokerage services. Molly’s experience also includes detailed process analysis and design, identifying service and process trends, providing workable solutions, managing conflict resolution, project management and training.

Expertise

  • Serves as Relationship Manager in the business development arm of Oyster Consulting
  • Develops and manages marketing campaigns around regulatory developments (e.g. 15c2-12 Municipal Continuing Disclosure Cooperation Initiative – MCDC, Reg SCI, etc.)
  • Chosen by senior management of national clearing firm to develop high profile relationship team dedicated as liaisons for firms to operations. Responsibilities included project management, trouble shooting, conflict resolution and thorough follow up of all operational issues
  • Worked to deepen the understanding of the client relationship and coordinate resources available to the correspondents of a leading clearing firm and their teams as part of an overall goal of assuring retention, growth and satisfaction of firms
  • Evaluated client’s business and operating environment and provided workable solutions as needed including firm’s systems and/or processes that may enhance their daily operation
  • Following multiple mergers of banks and independent brokerage firms, established and maintained informal communication forums for associates and 400+ retail branches to identify, discuss and implement service and process improvements
  • Developed and delivered multiple operations training programs for brokerage and banking associates
  • Managed, established and expanded internal resource division and shareholder service call center including design of extensive training and career development program for resource and call center representatives
  • Managed relationship and activity with outside vendors including transfer agent, proxy solicitation services, financial printer and industry publication companies for mutual fund subsidiary of leading national bank

Career Highlights

  • Senior Vice President, Director Client Services, First Clearing Correspondent Services
  • Vice President, Senior Relationship Manager, First Clearing Correspondent Services
  • Vice President, Manager Corporate Support Relationship Team , Wachovia Securities
  • Vice President, Senior Relationship / Development Manager, Wachovia Securities
  • Vice President, Senior Marketing Representative , Wachovia Securities
  • Vice President, Manager Investor Resources, Mentor Investment Group
  • Supervisor, Retail Customer Service, Investors Savings Bank

Education, Accolades and Industry Commitments

  • FINRA Series 6 and 63 registrations (Registrations are typically inactive, but may be used when appropriate to perform interim functions for our clients)
  • Wheat First Union and Virginia Commonwealth University Executive Development Program
  • Investment Company Institute Retirement Plans Training
  • American Institute of Banking Certificate
  • Investment Company Institute Retirement Plans Training Course
  • Investors Savings Bank Management Training Program
  • Institute of Financial Education, Banking and Communications