Geoffrey Graham Email and Phone Number

In a career of 15+ years at leading banks and financial institutions, I have acquired extensive experience in developing, implementing, and optimizing strategies, metrics, policies, processes, and compliance frameworks to drive operational excellence, customer success, and compliance across the investment management and trade operations functions. I excel in building and maintaining robust relationships with clients, banks, and internal cross-functional partners across all levels of the organization to drive seamless delivery of services and continuous improvements.I received my MBA from Pepperdine University’s Graziadio Business School and BS in Business Administration from USC’s Marshall School of Business. Specialties: Team Leadership, Corporate Finance, Process Improvement, Risk Mitigation, Project Management, Strategic Planning, and Relationship Management