Andrew Stewart

WORK HISTORY

EDUCATION

SKILLS

ABOUT ANDREW STEWART

As a seasoned operations leader specializing in investment and retirement account management, I bring over a decade of expertise in client onboarding and offboarding, alternative and traditional investment operations, reconciliation, trading and settlement, and process improvement. My career has been driven by a passion for optimizing financial operations, enhancing client experiences, and leading high-performing teams.Currently, as a Senior Manager of Custody Operations at Vestwell, I oversee a dynamic team responsible for streamlining the onboarding and offboarding of retirement plans, ensuring seamless money movement, and enhancing operational efficiencies through process automation. I collaborate with technology and data teams to develop tools that accelerate file processing and improve reconciliation accuracy.Previously, I spent over a decade at Millennium Trust Company, progressing through leadership roles in alternative and traditional asset operations. I managed teams handling trading, reconciliation, valuation, and corporate actions across millions of client accounts. My expertise in business process optimization and technology-driven solutions contributed to the successful integration of large-scale acquisitions, improved trading efficiencies, and enhanced client-facing portals.I thrive in fast-paced environments where I can drive strategic improvements, mentor teams, and collaborate cross-functionally to achieve operational excellence. Passionate about innovation, I continuously seek opportunities to leverage technology and best practices to optimize investment operations.Let’s connect and discuss how we can collaborate!