Teams at Broadridge

Leads end-to-end operations for Collective Investment Trusts and Funds, overseeing NAV support, fund accounting, capital activity, trading and settlement, client onboarding, audits, reporting, service providers, regulatory controls, and governance requirements. Drives workflow optimization, automation, risk-control improvements, and operational scalability while managing and mentoring operations staff. Serves as a senior escalation point for clients, prospects, sub-advisors, trustees, and internal stakeholders.