With over 30 years of experience in the banking and financial industry, I have a proven track record of delivering operational excellence, enhancing customer satisfaction, and managing risks effectively.I have a BA in Finance from the University of Wisconsin-Stevens Point, where I developed strong analytical skills and a solid foundation in financial principles. My mission is to leverage my skills and credentials to build and maintain strong business relationships, drive process improvement initiatives, and foster a culture of learning and innovation within my team and organization.
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Chief Operating OfficerHoulihan Capital Dec 2023 - PresentChicago, Illinois, UsResponsible for all operations in the firm, including the Valuation Financial Advisory and the Investment Banking practices, as well as the Marketing and the Information Technology functions. -
Operations ManagerHoulihan Capital Sep 2023 - Nov 2023Chicago, Illinois, UsWithin Houlihan Capital’s Valuation and Financial Advisory group, managing the day-to-day operations by identifying and implementing process efficiencies, advising on new engagements, managing new leads, contracts and accounts receivable, and ensuring compliance with SOC requirements.
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Senior Vice President, Operations Group Manager, Custody Client ServicesU.S. Bank Jul 2021 - Mar 2023Minneapolis, Mn, UsOversight of six distinct business units, Alternative Investments, Asset Transfers, Client Reporting, Client Tax and Escheatment Services, Global Cash and Fee Services, and Custody Processing, in four locations to support the Wealth Management and Investment Services business line. -
Senior Vice President, Operations Group Manager, Custody Client ServicesU.S. Bank Nov 2018 - Jun 2021Minneapolis, Mn, UsOversight of six distinct business units, Client Reporting and Performance Measurement, Corporate Trust Tax and Escheatment Services, Global Cash and Fee Services, Learning and Knowledge Management, Retained Records, and System Access Services, in four locations to support the Wealth Management and Investment Services business line.
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Senior Vice President, Operations Group Manager, Trust Specialized Support ServicesU.S. Bank May 2018 - Oct 2018Minneapolis, Mn, UsOversight of three distinct business units, Reconciliations, Retained Records, and Learning & Knowledge Management, in four locations to support Wealth Management & Investment Services business lines.
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Vp, Group Manager, Trust Specialized Support ServicesU.S. Bank Oct 2015 - May 2018Minneapolis, Mn, UsOversight of three distinct business units, Reconciliations, Retained Records, and Learning & Knowledge Management, in four locations to support Wealth Management & Securities Services business lines.
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Vice President, Csop, Operations Manager, Trust Technology & Support ServicesU.S. Bank Mar 2007 - Sep 2015Minneapolis, Mn, UsOversight for all reconciliation functions, which includes cash, asset, and foreign currencies, in Trust Operations.
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Vice President, Senior Auditor, Corporate Audit ServicesU.S. Bank May 2006 - Feb 2007Minneapolis, Mn, UsAssessment and testing of business unit risk, including determination of control effectiveness, communication of issues to executive management, with draft and final reporting.
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Vice President, Relationship Manager, Institutional Trust & CustodyU.S. Bank Apr 2004 - Apr 2006Minneapolis, Mn, UsProvided exceptional service to institutional clients, including retirement plan product review and communication with leadership and client employees.
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Assistant Vice President, Operations Manager, Institutional Trust & Custody Retirement ServicesU.S. Bank Aug 1997 - Mar 2004Minneapolis, Mn, UsProvided leadership and direction to team of recordkeeping accountants, responsible for financial data and client statements.
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Group Pension/401(K) AdministratorSentry Insurance May 1991 - Jul 1997Stevens Point, Wi, Us
Jean Alvarez Education Details
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University Of Wisconsin-Stevens PointFinance
Frequently Asked Questions about Jean Alvarez
What company does Jean Alvarez work for?
Jean Alvarez works for Houlihan Capital
What is Jean Alvarez's role at the current company?
Jean Alvarez's current role is Chief Operating Officer.
What schools did Jean Alvarez attend?
Jean Alvarez attended University Of Wisconsin-Stevens Point.
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