Christopher Depena
Senior Investment Operations Manager
- Role
- Operations Manager at Pcb Financial Advisory Group
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Christopher Depena
Chris is one of a small cadre of specialized banking sales professionals that are highly…
Experience
Operations Manager
Apr 2024 — Present
Regularly maintained the office’s compliance responsibilities while providing support to my designated team of Client Service Specialists and Financial Advisors. Actively assisted my assigned service team with client onboarding, transaction requests, account updates and maintenance, and additional administrative support.Partnered alongside a team of highly seasoned Financial Advisers in efforts to uncover lucrative reinvestment opportunities, asset transfer procedures, as well as internal data basis.Assembled and structured all relevant data found in the stress testing of new client investable assets in efforts to provide to them a detailed analysis of its overall performance.Actively provide managerial support to Paraplanners tasked with the responsibility of constructing highly detailed investment performance audits to be reviewed by the assigned adviser in preparation of the existing clients annual review. Surveyed various tasks performed by my appointed Service Officers in efforts to provide approvalsfor complex transactions as the need arose.
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