Ian McCoy
Global Head of Transfer Agency Operations
- Role
- Senior Vice President, Global Head of Transfer Agency Operations at FIS
- Location
- Rancho Cordova, CA, US
- LinkedIn followers
- 500 followers
About Ian McCoy
Executive Business and Technology Leader responsible for the firm’s United States retail digital strategy servicing 2.1 million accounts and financial advisors with a book of business over $119 billion. Proven extended track record of leading global service and operations teams to deliver cost efficient, award winning service. Recognized as a volunteer of the year multiple times as board member and committee chairperson for a national financial services association. Instrumental in developing best-in-class Diversity and Inclusion programs. Leads disaster preparedness and recovery efforts to safeguard 1,100 employees, the data center and buildings on the Rancho Cordova, California campus.
Experience
Senior Vice President, Global Head of Transfer Agency Operations
Jun 2024 — Present · US
Education
California Polytechnic State University-San Luis Obispo
Agribusiness/Finance
Golden Gate University
Master of Business Administration (MBA)
Skills
- Mutual Funds
- Risk Management
- Business Analysis
- Management
- Process Improvement
- Equities
- Series 7
- Financial Services
- Leadership
- Financial Analysis
- Investments
- Vendor Management
- Asset Management
- Strategic Planning
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