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@wellington.com
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3 phones found area 617
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LinkedIn matched
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Chris Tringali, Cfa is listed as Manager and Contributor | CFA Charterholder | Driven Leader | Creative Thinker & Problem Solver |Analyst | Solution Provider at Wellington Management, a with 3027 employees, based in Arlington, Massachusetts, United States. AeroLeads shows a work email signal at wellington.com, phone signal with area code 617, and a matched LinkedIn profile for Chris Tringali, Cfa.
Chris Tringali, Cfa previously worked as Manager of Operational Data & Technology at Wellington Management and Client Reporting Solutions Manager at Wellington Management. Chris Tringali, Cfa holds Bachelor Of Science In Business Administration, Major Concentration In Accounting; Minor Concentrations In Computer Information Systems And English from Bryant University.
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AeroLeads found 2 current-domain work email signals for Chris Tringali, Cfa. Compare company email patterns before reaching out.
I am a problem solver, capable of leading a team or working independently. I take pride in my work and make informed decisions by understanding the needs of the business. I am passionate about creating scale and efficiency to increase the productivity of my colleagues.At Wellington Management Company, I started my career with the basics: portfolio accounting, client service, and reporting. As my career progressed, I shifted focus to project-based roles, blending business and information technology outcomes. Familiar with the challenges of the complex, diverse data needs of our clients, I became an essential leader in the design and implementation of two proprietary, custom reporting systems. I have delivered countless successful solutions for client and investment reporting, ranging from tactical spreadsheet-based outcomes to multi-year, high-budget data delivery projects.My ideal role would be in a leadership position, responsible for directing a team of business analysts and/or technology developers. I am willing to be hands-on and take an active role in solution design of any size, as well as delegate tasks to subject matter experts across the team.
Listed skills include Fixed Income, User Acceptance Testing, Finance, Financial Analysis, and 13 others.
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A career timeline built from the work history available for this profile.
Boston, Massachusetts, United States
-Manage a global team of business and IT analysts building reporting solutions for our clients and product management teams-Advise on data and reporting strategies across client, investment, and technology platforms-Prioritize, plan, and oversee strategic and tactical reporting projects.
Greater Boston Area
-Define requirements for unique and complex client and regulatory reporting projects-Collaborate with IT counterparts to build reporting solutions-Manage request queue and prioritize incoming global reporting initiatives.
Greater Boston Area
-Lead a team of analysts and developers in enhancing and maintaining multiple client reporting platforms.-Partner with business-side colleagues to prioritize projects, as well as collect, document and deliver requirements for reporting initiatives.-Subject matter expert on investment data used in client reporting and business practices.
Greater Boston Area
-Rolled out a new Business Intelligence system for fixed income client reporting.-Trained users in our Global Relationship and Product Management Groups in 9 offices around the globe.-Tested data integrity and system functionality, and designed solutions to improve global user experience.
·Introduced new Business Intelligence software to a user group of over 300 employees globally·Designed, maintained and enhanced client reports and reporting systems·Effectively managed all activities associated with a project including: development of business requirements, design of workflow, reporting needs, user acceptance test plans, user materials and employee training
·Maintained relationships with 17 institutional clients for the Financial Reserves Management team·Informed clients of developments in their portfolios and in the capital markets, and created hardcopy and multimedia presentations for client meetings·Monitored portfolio compliance, analyzed portfolio trends and performance attribution·Designed and maintained macros, templates, spreadsheets and reports for Global Relationship Group and Fixed Income Product Managment teams
·Oversaw the daily and monthly activity of Client Administration Specialists·Managed operational details of an outsourcing relationship with State Street Kansas City·Coordinated with Analysts across multiple groups to streamline department procedures and assisted line manager with projects and inquiries for upper management·AIM Business Team – maintained product settings, designed and tested new functionality, opened and closed accounts, maintained account history and GIPS Composite… Show more ·Oversaw the daily and monthly activity of Client Administration Specialists·Managed operational details of an outsourcing relationship with State Street Kansas City·Coordinated with Analysts across multiple groups to streamline department procedures and assisted line manager with projects and inquiries for upper management·AIM Business Team – maintained product settings, designed and tested new functionality, opened and closed accounts, maintained account history and GIPS Composite status Show less
·Oversaw day to day activities of 8 portfolio accountants and trade administrators·Interviewed and hired prospective operations employees, and trained new arrivals·Coordinated month-end and quarter-end procedures
·Reconciled accounts to monthly statements and analyzed discrepancies and trade problems·Worked closely with portfolio managers to create client reports and research account history·Produced quarterly appraisals for institutional and high-net-worth individual clients·Updated monthly composite performance and created related reports·Responded to requests for proposals for prospective new institutional clients, as well as to quarterly marketing and custodian performance… Show more ·Reconciled accounts to monthly statements and analyzed discrepancies and trade problems·Worked closely with portfolio managers to create client reports and research account history·Produced quarterly appraisals for institutional and high-net-worth individual clients·Updated monthly composite performance and created related reports·Responded to requests for proposals for prospective new institutional clients, as well as to quarterly marketing and custodian performance questionnaires Show less
Other employees you can reach at wellington.com. View company contacts for 3027 employees →
Thomas Kelly, Cfa
Colleague at Wellington ManagementLondon, England, United Kingdom
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Nick Booth
Colleague at Wellington ManagementHong Kong Sar, Hong Kong
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JK
John Kraunelis
Colleague at Wellington ManagementBraintree, Massachusetts, United States
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JR
Johnny Roche
Colleague at Wellington ManagementMethuen, Massachusetts, United States
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ES
Ehsan Shahriari
Colleague at Wellington ManagementGreater London, England, United Kingdom
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Samuel Steere
Colleague at Wellington ManagementWellesley, Massachusetts, United States
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Bradford Stoesser
Colleague at Wellington ManagementBoston, Massachusetts, United States
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ES
Eric Simm
Colleague at Wellington ManagementBoston, Massachusetts, United States
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YM
Yokukimy Morales
Colleague at Wellington ManagementNew York, United States
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NP
Nilanchala Panda
Colleague at Wellington ManagementGanjam, Odisha, India
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Quick answers generated from the profile data available on this page.
Chris Tringali, Cfa works for Wellington Management.
Chris Tringali, Cfa is listed as Manager and Contributor | CFA Charterholder | Driven Leader | Creative Thinker & Problem Solver |Analyst | Solution Provider at Wellington Management.
AeroLeads has found 2 work email signals at @wellington.com for Chris Tringali, Cfa at Wellington Management.
AeroLeads has found 3 phone signal(s) with area code 617 for Chris Tringali, Cfa at Wellington Management.
Chris Tringali, Cfa is based in Arlington, Massachusetts, United States while working with Wellington Management.
Chris Tringali, Cfa has worked for Wellington Management and Congress Asset Management.
Chris Tringali, Cfa's colleagues at Wellington Management include Thomas Kelly, Cfa, Nick Booth, John Kraunelis, Johnny Roche, and Ehsan Shahriari.
You can use AeroLeads to view verified contact signals for Chris Tringali, Cfa at Wellington Management, including work email, phone, and LinkedIn data when available.
Chris Tringali, Cfa holds Bachelor Of Science In Business Administration, Major Concentration In Accounting; Minor Concentrations In Computer Information Systems And English from Bryant University.
Chris Tringali, Cfa is listed with skills including Fixed Income, User Acceptance Testing, Finance, Financial Analysis, Equities, Training, Risk Management, and Investment Management.
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