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JULIE A. MUSE
2159 Parkview Lane NW | Atlanta, GA 30318 | 404-545-4203 | juliemosysko@gmail.com
STRATEGIC PROJECT LEAD
Leads collaborativeefforts to solveboth client-facingand internal business imperatives. 18 years of
corporate experience across various business verticals with specialized focuson financial services. Excels
as a liaison between various organizational leadership levels to build effectiveteam structures.
Accomplished at solving client and team challenges with creative solutions and strategies that align
actions and behaviors with business vision and mission. Strategic thinker and practitioner with intense
focuson financial and cultural productivity.
EXPERTISE
 Relationship Management  Leadership  Process Improvement
 Business Development
 BSA/AML, KYC
 Compliance, Risk,
Governance
 Tax Info Reporting
 Operational Risk
PROFESSIONAL EXPERIENCE
CONSULTING, Atlanta, GA, 2014 -2015
Independent Consultant / Contractor
 Scoped, assessed and performed independent audit of Broker-Dealer’s Anti-Money Laundering
Program
 Implemented Control Officerrole: prepared and offered solutions to strengthen control
environment and provided guidance forimproved use of data to support upcoming regulatory
changes at First Data Corporation
Notable Achievements
 Providequality consultative services within scope, budget and expected timeframe
SUNTRUST ROBINSON HUMPHREY, INC., Atlanta, GA, 2007-2013
Corporate Investment Bank | Capital Markets, a division of SunTrust Banks, Inc.
Vice President, Capital Markets Operations
 Liaised across six product verticals maintaining workingknowledge of areas of risk, compliance,
corporate policy,and industry best practices within each functionalarea including: Equities, Fixed
Income, Derivatives, Agency Services, Syndicated Finance and Foreign Exchange
 Developed and maintained relationships withkey stakeholders, served as a liaison between
business leaders and Compliance, Operations, Operational Risk, Legal, Audit, and Technology
 Providedmanagement with information to accurately determine compliance / operational
deficiencies and led effortsto develop and implement programs designed improve overall process
and controlenvironments
Notable Achievements
 Led initiatives to improve controls, data integrity, and trade processes resulting in an estimated
$2M+ cost savings whichalso significantly reduced operational risks
 Orchestrated multi-department, $1.5M initiative to centralize Client Onboarding; identified and
pursued more than 100 improvement opportunities; reduced and reallocated head count by 60%
 Coordinated with operational teams and business leaders to improve collectionand management
of client information; thereby, exponentially increasing use of data for management and metrics
SUNTRUST INVESTMENT SERVICES, INC., Atlanta, GA, 2005-2007
Retail Broker Dealer |Registered Investment Advisor, a division of SunTrust Banks, Inc.
Program Manager, Compliance & Operations Manager, Business Analyst
 Gained 3 promotions overa 5 year period increasing scope and responsibility forexemplary
contributions supporting both the flagship branch officeand at the corporate level.
 Key contributor and leader in effortsto consolidate SunTrust Securities and Alexander Key
Investments (2005); acted as Subject Matter Expert and liaison to Operations, Technology,
Compliance and Accounting on pre- and post-consolidation projects
 Assisted in the development, administration, and monitoring of processes and trade practices to
ensure compliance with applicable laws, regulations, and rules governing operations
Notable Achievements
 Facilitated $1M+ in savings by consolidating and re-negotiating market data and vendor contracts
 Directly supported the CEO,and delivered expert, broad-based guidance to branch networks
 Playeda key role in building the flagship branch officeby establishing and implementing Ops &
Compliance procedures
 Oversaw and supervised sales trading practices, client onboarding, and full scope of branch
operations
MORGAN KEEGAN & CO., Atlanta, GA, 1999-2002
Financial Advisor
 Specially chosen to transition from a Registered Sales Assistant to Financial Advisor, successfully
completed all fourphases of the firms’ intensive Financial Advisor Development Program
between 2000-2001
Notable Achievements
 Primarily accountablefor transitioning $16M+ AUM from transactional/commission basis to fee
based managed advisory services.
 Delivered exceptional client service: business development, prepared and lead performance
reviews and client meetings
PROFESSIONAL DEVELOPMENT
Licensure
FINRA Series 7, 9/10, 63 & 66
CRD# 3179647
Lean Six Sigma, 2010
Green Belt Training
EDUCATION AND TRAINING
Master of Business Administration
Webster University, Charleston, SC
Bachelor of Science, Economics
University of West Georgia, Carrollton, GA

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Julie Muse Strategic Proj Lead

  • 1. JULIE A. MUSE 2159 Parkview Lane NW | Atlanta, GA 30318 | 404-545-4203 | juliemosysko@gmail.com STRATEGIC PROJECT LEAD Leads collaborativeefforts to solveboth client-facingand internal business imperatives. 18 years of corporate experience across various business verticals with specialized focuson financial services. Excels as a liaison between various organizational leadership levels to build effectiveteam structures. Accomplished at solving client and team challenges with creative solutions and strategies that align actions and behaviors with business vision and mission. Strategic thinker and practitioner with intense focuson financial and cultural productivity. EXPERTISE  Relationship Management  Leadership  Process Improvement  Business Development  BSA/AML, KYC  Compliance, Risk, Governance  Tax Info Reporting  Operational Risk PROFESSIONAL EXPERIENCE CONSULTING, Atlanta, GA, 2014 -2015 Independent Consultant / Contractor  Scoped, assessed and performed independent audit of Broker-Dealer’s Anti-Money Laundering Program  Implemented Control Officerrole: prepared and offered solutions to strengthen control environment and provided guidance forimproved use of data to support upcoming regulatory changes at First Data Corporation Notable Achievements  Providequality consultative services within scope, budget and expected timeframe SUNTRUST ROBINSON HUMPHREY, INC., Atlanta, GA, 2007-2013 Corporate Investment Bank | Capital Markets, a division of SunTrust Banks, Inc. Vice President, Capital Markets Operations  Liaised across six product verticals maintaining workingknowledge of areas of risk, compliance, corporate policy,and industry best practices within each functionalarea including: Equities, Fixed Income, Derivatives, Agency Services, Syndicated Finance and Foreign Exchange  Developed and maintained relationships withkey stakeholders, served as a liaison between business leaders and Compliance, Operations, Operational Risk, Legal, Audit, and Technology  Providedmanagement with information to accurately determine compliance / operational deficiencies and led effortsto develop and implement programs designed improve overall process and controlenvironments Notable Achievements  Led initiatives to improve controls, data integrity, and trade processes resulting in an estimated $2M+ cost savings whichalso significantly reduced operational risks  Orchestrated multi-department, $1.5M initiative to centralize Client Onboarding; identified and pursued more than 100 improvement opportunities; reduced and reallocated head count by 60%  Coordinated with operational teams and business leaders to improve collectionand management of client information; thereby, exponentially increasing use of data for management and metrics
  • 2. SUNTRUST INVESTMENT SERVICES, INC., Atlanta, GA, 2005-2007 Retail Broker Dealer |Registered Investment Advisor, a division of SunTrust Banks, Inc. Program Manager, Compliance & Operations Manager, Business Analyst  Gained 3 promotions overa 5 year period increasing scope and responsibility forexemplary contributions supporting both the flagship branch officeand at the corporate level.  Key contributor and leader in effortsto consolidate SunTrust Securities and Alexander Key Investments (2005); acted as Subject Matter Expert and liaison to Operations, Technology, Compliance and Accounting on pre- and post-consolidation projects  Assisted in the development, administration, and monitoring of processes and trade practices to ensure compliance with applicable laws, regulations, and rules governing operations Notable Achievements  Facilitated $1M+ in savings by consolidating and re-negotiating market data and vendor contracts  Directly supported the CEO,and delivered expert, broad-based guidance to branch networks  Playeda key role in building the flagship branch officeby establishing and implementing Ops & Compliance procedures  Oversaw and supervised sales trading practices, client onboarding, and full scope of branch operations MORGAN KEEGAN & CO., Atlanta, GA, 1999-2002 Financial Advisor  Specially chosen to transition from a Registered Sales Assistant to Financial Advisor, successfully completed all fourphases of the firms’ intensive Financial Advisor Development Program between 2000-2001 Notable Achievements  Primarily accountablefor transitioning $16M+ AUM from transactional/commission basis to fee based managed advisory services.  Delivered exceptional client service: business development, prepared and lead performance reviews and client meetings PROFESSIONAL DEVELOPMENT Licensure FINRA Series 7, 9/10, 63 & 66 CRD# 3179647 Lean Six Sigma, 2010 Green Belt Training EDUCATION AND TRAINING Master of Business Administration Webster University, Charleston, SC Bachelor of Science, Economics University of West Georgia, Carrollton, GA