Andrew Wong

Vice President & Associate General Counsel @Symetra

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2024 — Present

Vice President & Associate General Counsel @Symetra

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Boston, MA, US

EDUCATION

N/A

University of Massachusetts Amherst

Bachelor of Arts (BA), Political Science and Economics

N/A

American University Washington College of Law

Doctor of Law (JD), Business Law, Transactions and Regulation

N/A

Boston University School of Law

Master of Laws (LLM), Banking and Financial Institution Regulation

N/A

Suffolk University - Sawyer Business School

Master of Business Administration (MBA), Operations and Long Term Strategy

SKILLS

GuardianshipBank Secrecy ActEstate AdministrationManaging Offshore TeamsLife InsuranceFinanceConservatorshipsLegal ResearchOperations ManagementArbitrationTreasury ManagementFixed AnnuitiesFinancial ServicesStructured SettlementsPrivate BankingUSA Patriot ActNotary PublicGeneral Ledger AdministrationFinancial Fraud Detections and InvestigationsElectronic PaymentsAchLegal Support ServicesLegal ComplianceAuditingMediationFinancial AnalysisCollege TeachingPdcaCash ManagementUniform Commercial CodeMulti-Site Team ManagementTrainingBanking RelationshipsInsuranceQualified Domestic Relations OrdersEstate PlanningContinuous ImprovementFiduciary ServicesG/L ReconciliationsRisk Management

ABOUT ANDREW WONG

Attorney with experience in a lead financial services role supporting the resolution of sales practice allegations, review of fiduciary documentation, trusts and estate planning, treasury operations and internal accounting controls and compliance. Member of the Massachusetts State Bar since 1996. Advanced law degree in Banking and Financial Regulations. Team leader of a select legal support unit embedded in an annuities operations group of 500 personnel. Subject matter specialist in payment systems (paper checks, EFT, NACHA, Fed wire) and fraud discovery and the UCC.

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Andrew Wong — Vice President & Associate General Counsel at Symetra in Boston, MA, US | Unifers