Chris Tringali, Cfa Email and Phone Number
Chris Tringali, Cfa work email
- Valid
- Valid
Chris Tringali, Cfa personal email
Chris Tringali, Cfa phone numbers
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.
Wellington Management
View- Website:
- wellington.com
- Employees:
- 3027
-
Manager Of Operational Data & TechnologyWellington Management Jan 2022 - PresentBoston, 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.
-
Client Reporting Solutions ManagerWellington Management Jan 2019 - Dec 2021Greater 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.
-
Lead Systems Analyst/PrincipalWellington Management Jan 2015 - Dec 2018Greater 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.
-
Sr. Systems AnalystWellington Management Oct 2011 - Dec 2014Greater 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.
-
Business Solutions AnalystWellington Management Jul 2010 - Oct 2011·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
-
Client Service AnalystWellington Management Feb 2007 - Jul 2010·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
-
Client Adminstration AnalystWellington Management Aug 2001 - Feb 2007·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
-
Assistant Manager Of OperationsCongress Asset Management Sep 2000 - Aug 2001·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 -
Portfolio Accountant/Performance AnalystCongress Asset Management Jul 1999 - Sep 2000·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
Chris Tringali, Cfa Skills
Chris Tringali, Cfa Education Details
-
Major Concentration In Accounting; Minor Concentrations In Computer Information Systems And English
Frequently Asked Questions about Chris Tringali, Cfa
What company does Chris Tringali, Cfa work for?
Chris Tringali, Cfa works for Wellington Management
What is Chris Tringali, Cfa's role at the current company?
Chris Tringali, Cfa's current role is Manager and Contributor | CFA Charterholder | Driven Leader | Creative Thinker & Problem Solver |Analyst | Solution Provider.
What is Chris Tringali, Cfa's email address?
Chris Tringali, Cfa's email address is cj****@****ton.com
What is Chris Tringali, Cfa's direct phone number?
Chris Tringali, Cfa's direct phone number is +161779*****
What schools did Chris Tringali, Cfa attend?
Chris Tringali, Cfa attended Bryant University.
What skills is Chris Tringali, Cfa known for?
Chris Tringali, Cfa has skills like Fixed Income, User Acceptance Testing, Finance, Financial Analysis, Equities, Training, Risk Management, Investment Management, Business Analysis, Accounting, Business Intelligence, Trading.
Who are Chris Tringali, Cfa's colleagues?
Chris Tringali, Cfa's colleagues are Chitra Saini, Ripe Asuncion, Alicia Jarchow, Brett Orr, Lucas C., Laura Homer, Caitlin Hullinger.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial