Ian McCoy

Senior Vice President, Global Head of Transfer Agency Operations @FIS

Rancho Cordova, CA, US
EMAILS
i••••••••@fisglobal.com
MOBILE NUMBERS
+18•••••••72

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WORK HISTORY

Jun 2024 — Present

Senior Vice President, Global Head of Transfer Agency Operations @FIS

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US

EDUCATION

N/A

California Polytechnic State University-San Luis Obispo

Agribusiness/Finance

N/A

Golden Gate University

Master of Business Administration (MBA)

SKILLS

Mutual FundsRisk ManagementBusiness AnalysisManagementProcess ImprovementEquitiesSeries 7Financial ServicesLeadershipFinancial AnalysisInvestmentsVendor ManagementAsset ManagementStrategic Planning

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.

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