Bobby Futch
Sr Business Analyst at Capital Group Private Client Services, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Captial Group | Sr Business Analyst | Unknown to Present | — |
| Capital Group | Process Manager | May 2006 to Apr 2017 | — |
| *none | Retired | Apr 2017 to Jan 2017 | — |
| Fidelity Investments | Change Management | Jan 1993 to Jan 2006 | — |
Skills & Expertise
Others at Capital Group Private Client Services, Inc. (7)
| Name | Role | Location |
|---|---|---|
| Senior Vice President | Baltimore, MD , United States | |
| Vice President and Senior Client Relationship Specialist | Atlanta, GA , United States | |
R Raymond Gilliard | Application Support Analyst, Manager | Los Angeles, CA , United States |
| Investment Analyst | Los Angeles, CA , United States | |
D Dan Delianedis | Senior Vice President | Minneapolis, MN , United States |
| Vice President, Private Client Relationship Specialist | Chicago, IL , United States | |
R Roya Pasqualone | analyst | CA , United States |
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