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Bobby Futch

Sr Business Analyst at Capital Group Private Client Services, Inc.

Helotes, TX , United States

About

Bobby Futch is a Senior Business Analyst at Capital Group Private Client Services, Inc., based in Helotes, TX. In his current role, he is responsible for leveraging analytics and process management expertise to support client service operations and optimize business outcomes for high-net-worth individuals and families, focusing on the private wealth management segment. His work involves cross-functional collaboration to improve operational efficiency and client engagement within the firm's private client services division.

Prior to his current position, Bobby held the role of Process Manager at Capital Group for over a decade, where he specialized in process improvement and operational strategy from May 2006 to April 2017. During this time, he managed business processes supporting investment services, contributing to enhancements in client experience and service delivery. There is a brief period noted as 'Retired' from April 2017 to January 2017, but subsequent records confirm his transition to the Senior Business Analyst role thereafter.

While specific information on educational credentials is currently unavailable, Bobby's career at Capital Group demonstrates expertise in business analytics, process management, and client service solutions within the investment management industry. His primary sector focus is on private client services, supporting high-net-worth individuals, with broad exposure to financial planning, portfolio management, and operational best practices. No additional notable industry-wide achievements have been publicly documented.

Career History

OrganizationRoleDate RangeDetails
Captial GroupSr Business AnalystUnknown to Present
Capital GroupProcess ManagerMay 2006 to Apr 2017
*noneRetiredApr 2017 to Jan 2017
Fidelity InvestmentsChange ManagementJan 1993 to Jan 2006

Skills & Expertise

BPO
Requirements Gathering
Root Cause Analysis
Quality Management
Visio
Policy

Others at Capital Group Private Client Services, Inc. (7)

NameRoleLocation
F Chapman Taylor
F Chapman Taylor
Senior Vice PresidentBaltimore, MD , United States
Matt Yonak
Matt Yonak
Vice President and Senior Client Relationship SpecialistAtlanta, GA , United States
R
Raymond Gilliard
Application Support Analyst, ManagerLos Angeles, CA , United States
Corey Okinaka
Corey Okinaka
Investment AnalystLos Angeles, CA , United States
D
Dan Delianedis
Senior Vice PresidentMinneapolis, MN , United States
Nicole Hultin-Dunne
Nicole Hultin-Dunne
Vice President, Private Client Relationship SpecialistChicago, IL , United States
R
Roya Pasqualone
analystCA , United States

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