Crystal Lombardi

About Crystal Lombardi

Experienced operations leader, encompassing people, process, data, and technology, with over 20 years of experience in the Insurance/Investment industry. Relevant MassMutual examples include: o Design and implementation of the securities and derivatives pricing function, team, and governance (20••••17) o Derivative Ecosystem Transformation Product Owner- Calypso Phase 1- implemented technology migration from on-premises to the cloud and enablement of SWIFT settlement communication (20••••20)- Calypso Phase 2- implemented new initial margin regulatory requirements (SIMM UMR) and onboarding of derivative trades related to the GALIC acquisition (20••••21) o Designed and implemented a target operating model, significantly increasing operational process efficiency and role clarity related to the delivery of trade operations, collateral management, and pricing functionality (2021)• Extensive knowledge, experience, and understanding of the investment operations life cycle, investment data, pricing, accounting, regulatory matters, and reporting. Experience with numerous asset classes (Public, Private Credit, Private Debt, Commercial Mortgage Loans, and Derivatives), collateral optimization, liquidity, and FHLB lending• Excellent communication skills focusing on relationship management with critical internal cross-functional business partners, asset managers, counterparties, external auditors, and custodians• Collaborative leader always acting with honesty, integrity, transparency, courage, and compassion. Comfortable escalating risks/concerns and identifying options for resolution

Experience

1. Head of Investment Management Operations

   MassMutual

   Jul 2025 — Present · MA, US

Education

• Worcester State University

  Bachelor of Business Administration, Accounting

• Assumption University

  Liberal Arts

  1994 — 1995

• Worcester State University

  BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION; Accounting / Finance

  1995 — 1998

Skills

• Fixed Income
• Financial Reporting
• Microsoft Office
• Finance
• Murex
• Sap R/3
• Accounting
• Derivatives
• Financial Analysis
• Sarbanes-Oxley Act
• General Ledger
• Internal Audit
• Peoplesoft
• Account Reconciliation
• Auditing
• Essbase
• Asset Management
• Sap Bw