Verified recordSoftware Development

Karl Leslie

Principal Consultant at Wolters Kluwer - Financial Services Solutions

Based in Annandale, United States

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Seniority

Manager

Department

General Business & Management

Location

Annandale

Industry

Software Development

Company size

1.1K

Contact information

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Email

1 credit

k•••••••@wolterskluwer.com

Phone

5 credits

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Background

About Karl Leslie

Principal Consultant, leader, and trusted advisor on matters of regulatory compliance, business strategy, and staff development. Line of business lead for topic and resource pools in the areas of deposit, tax-advantaged accounts (IRAs, HSAs, etc.), and anti-money laundering. Identifies talent, assigns tasks, manages projects, trains, coaches, and mentors resources. Identifies regulatory changes and advises product management, sales, and marketing through all phases of a business opportunity. Experience as director for a team of over 60 compliance professionals. Led team that developed content and compliance solutions for financial institutions, covering the laws of 51 jurisdictions within the United States. Coordinated the delivery of compliance content with the software, print, and e-form development teams. Oversaw department operations, risk-management, and succession planning. Managed a budget of over $6 million. Assumed Principal Consultant role after a reorganization combined several compliance departments within the division. Experience as a manager for a team of ten attorneys and five compliance analysts. Oversaw compliance content development for six lines of business. Managed the legal monitoring team and provided oversight of the department compliance management program. Experience as a Senior Attorney and line of business (LOB) lead in the areas of deposit law and tax-advantaged accounts. Pioneered the LOB lead role. Learn. Apply. Teach. Let Go. Strengths: Achiever, Maximizer, Analyzer, Responsibility, and Arranger

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