Years of experience: 20

ConsultingCustomer ServiceMBAAuditorInvestor Relations๐Ÿงจ Consulting

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Annette's Career Path
Executive Director - Alternative InvestmentsJan. 2022 -
Aug. 2024
UBSExecutive Director - Alternative Investments
United States, New Yorkโ€ข Executive Director - Alternative Investments Private Wealth Management Specialized Service, 2023 - Present โ€ข Executive Director - Alternative Investments Operations, 2022 - 2023
Principal - Alternative Investment ServicesJan. 2016 -
Dec. 2022
BNY MellonPrincipal - Alternative Investment Services
New York, New Yorkโ€ข Investor Services, Alternative Investment Services Pittsburgh, Pennsylvania - 2021 - 2022 โ€ข Transformation & Program Management, Alternative Investment Services Pittsburgh, Pennsylvania - 2020 - 2021 New York, New York - 2016 - 2020 โ€ข Led the data and reporting work stream for a multinational initiative to implement a new middle office service offering, managing the timely and effective tes...
Vice President - Business Finance Manager, Private BankJan. 2014 -
Dec. 2016
J.P. MorganVice President - Business Finance Manager, Private Bank
New York, New Yorkโ€ข Managed day-to-day operations for four markets representing $300MM in revenue, $80B in assets, and supported over 60 client advisors. โ€ข Delivered timely information on business performance and profitability to market leaders, presented monthly financials at market team meetings, and created presentations for quarterly business reviews with private bank leadership. โ€ข Provided finance support...

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