Andrea J. O.

About Andrea J. O.

We are what we repeatedly do. Excellence then, is not an act, but a habit.\" Aristotle Successfully manage over $100B in assets and revenues valued at nearly $200MM; overseeing assets under management fee billing for Trusts/Custody and other advisory managed portfolios (UMA/SMAs).An analytical professional who demonstrates the epitome of excellence and client centricity through hands on and forward management.Possess vast investment advisory experience in the financial services sector and a proven ability to effectively lead cross-functional teams and continuously streamline processes. Spearhead strategic initiatives, planning, execution and change control related to investment mandates and other projects. Responsible for establishment of complex investment vehicle pricing structures.Build and manage positive relationships with vendors, broker-dealer, business partners, private bankers, investment counselors and other stakeholders. Analyze business processes, collaborating across departments to identify opportunities for improvement, gain efficiences and successfully resolve issues. Define product and process requirements, managing risk and ensuring compliance. Manage a team of professionals - both onshore and offshore. Train and mentor staff, continuously driving customer satisfaction and business improvements.Develop and manage internal controls, fraud awareness, risk assessment, business recovery. Perform fee oversight for broker/dealer and internal trust accounting platform.Subject matter expertise in private bank, wealth management, trust and advisory fee billing functions and general transactional processing across advisory/managed accounts.Proficient in research, data analytics, financial analysis, excel tools (vlookup, pivot tables, IF statements), database queries, mathematical calculations (hypothetical and actual).FINRA Licensed Series 7 General Securities Rep, Series 24 General Securities Principal and Series 99 Operations.Please feel free to leave me an inmail.

Experience

1. Senior Vice President Operations

   Citi

   Jan 2023 — Present

Education

• Zicklin School of Business

  Master of Business Administration - MBA