Ken Porchetta is a seasoned Vice President at Broadridge, where he leverages over 20 years of experience in driving sales growth and enhancing client satisfaction within the financial services sector. His current role as an executive leader and conversion specialist involves a strategic partnership with...
Ken Porchetta is a seasoned Vice President at Broadridge, where he leverages over 20 years of experience in driving sales growth and enhancing client satisfaction within the financial services sector. His current role as an executive leader and conversion specialist involves a strategic partnership with UBS Bank, where he oversees critical components such as Historical Data, Activity Management, Statements, Corporate Actions, Mutual Funds, Insurance & Annuities, Banking Products, and Trading. Ken’s expertise in contract negotiation and management plays a pivotal role in ensuring seamless transitions and integrations, which are essential for maintaining operational efficiency and compliance in a highly regulated environment.
Ken’s collaborative approach is evident in his work with both Broadridge and UBS executive teams, where he coordinates comprehensive testing and readiness initiatives across various business areas. His ability to assess customer needs and deliver innovative solutions has positioned him as a trusted advisor in information security, risk management, and regulatory compliance. With a strong foundation in strategic financial planning and portfolio management, Ken excels in navigating complex financial landscapes, ensuring that clients not only meet regulatory requirements but also achieve their overarching business objectives.
His proficiency in financial modeling and understanding of middle office operations further enhances his capability to drive successful outcomes for clients. Ken’s passion for client success, combined with his strategic mindset and negotiation skills, makes him a key asset in fostering long-term relationships and delivering value in the ever-evolving financial services industry.