Bethany Brazitis
Operations Director | Project Manager | Investment Performance | Process Improvement
- Role
- Director of Operations at &Wealth
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Bethany Brazitis
Operations and financial analysis leader with deep experience across wealth management and institutional investment operations, spanning performance measurement, GIPS compliance, system implementations, and process automation. Managed end-to-end operations for $250M AUM across Black Diamond, Salesforce, and Schwab, building advanced Excel-based financial models, dashboards/KPI reporting, and automated workflows including data extraction to improve reporting and decision support. Applies AI tools and AI prompt engineering / LLM orchestration to accelerate analysis and modeling, strengthen documentation, and streamline repeatable operational processes. Proven track record supporting large-scale performance/GIPS programs and cross-functional stakeholders in high-accuracy, deadline-driven environments.
Experience
Director of Operations
Feb 2025 — Present
Education
University of New Hampshire
BA, Communication, Business Administration
2003 — 2007
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