Andrew Readel
Vice President at Morgan Stanley
- Role
- Vice President at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Andrew Readel
Highly motivated tax information reporting subject matter expert with thorough understanding of financial services operations. Ten years of experience in building a team focused on a new service offering, writing its Policies and Procedures, designing its technology tools, and leading transformation initiatives.
Experience
Vice President
Jan 2021 — Present · New York, NY, US
Global FATCA/CRS Program Manager responsible for supervising team of 20 subject matter experts and operational support staff in New York and India.• Act as point-of-contact for all 336 MSFS clients with respect to FATCA/CRS requests, regulatory inquiries, or the service offering.• Present statistics summarizing investor FATCA/CRS compliance at in-person client visits or during fund board of director meetings.• Improved the investor experience by re-writing the team’s Policies and Procedures and increasing the MSFS acceptance rate of investor tax documentation by roughly 30%.• Created 8.08 FTEs of capacity by working with IT to re-design the internal FATCA/CRS workflow tool, digitize investor communication, and utilize straight-through processing of tax information entered online.
Education
Boston University Questrom School of Business
B.S.
2010 — 2014
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