Julia Chen Mcclanan Email and Phone Number
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As a high-achieving finance and operations leader, I’ve spent nearly 20 years leading teams and businesses to success by leveraging my financial expertise, business operations knowledge, and analytical proficiency. I have been described as a “fearless builder”. I am a strong change agent and have been repeatedly tapped to open new offices, restore teams that were underperforming, and address inefficiencies that were creating a drag on the business. In my current position, I blend my operations and finance strengths as a COO while also leading our Finance team. Some of my most significant accomplishments include turning our asset management business profitable after 10 years of stagnation, helping to lead an M&A, and reducing headcount while accelerating turnaround time on key finance processes and deliverables (month end close).Over the years, I’ve broken through glass ceilings and overcome cultural barriers to achieve my goals. I’m a Latina woman (born and raised in Brazil) with Taiwanese parents and I’ve lived and worked in the UK, Hong Kong, and the U.S. Instead of seeing them as hindrances, I have always viewed my multinational experience and my status as a woman as strengths – I am skilled at building partnerships, leading teams, and helping others succeed no matter the obstacles. I’ve seen my parents overcome obstacles to build a life for our family and they inspired me with their work ethic, courage, and determination. Their example led me to further my education and to always set challenging goals and reach for them.Those who know me best describe me as a down to earth problem solver who embraces challenges and can see the details that others might miss. Colleagues and managers will tell you I’m skilled at: - Effectively executing the business strategy. I’ve led numerous projects that enabled business transformation in very fast paced environments. - Leading teams to success –Team building, change management, and coaching are some of my greatest strengths. I’ve had great success organizing and motivating others to accomplish goals.- Engaging with and influencing others across the organization – A strong leader must be able to build relationships quickly and capably with others. I know how to gain active participation from stakeholders across departments, regions, and countries.Specialties: Financial Planning and Projection | Asset Management | Lean Management | Business Strategy | Change Management | Talent Management and Leadership | Process Optimization |Operations Transformation
Itau Usa Asset Management Inc
View- Website:
- itau.com.br
- Employees:
- 8
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General Manager - SvpItau Usa Asset Management IncNew York, Ny, Us -
Head Of Finance - SvpItaú Unibanco May 2010 - PresentGreater New York City Area-Senior member of North American Finance team, collaborating with U.S. CFO in developing, coaching, and leading team across all financial functions including accounting, FP&A, budgeting, financial reporting, and tax. -Awarded with several promotions over 20-year tenure with Itaú in recognition of significant contributions and selected to move into global leadership positions. -Tapped to take on dual role of Head of Finance and COO (2016) which expanded oversight to include Compliance, Technology, and Operations. -Successful in entrepreneurial situations and fast-paced environments where solutions must be developed and deployed quickly. Implement numerous approaches and improvements to transform labor-intensive, inefficient processes into streamlined, automated systems that deliver business value. -
Chief Operating OfficerItau Bba Jan 2009 - Apr 2010London, United KingdomOversaw all operations and finance of broker/dealer operations in London, Dubai, and Asia Office -
Head Of Asia Ex-JapanItau Bba Jan 2005 - Dec 2008London & Hong KongHand-selected to move to Hong Kong to open this brand-new office. Led 15-person team for equity and fixed income institutional sales for Asian investors, selling Brazilian IPO, Latin American structured products, and Eurobonds. -
Fixed Income SalesUnibanco Securities Jul 2002 - Dec 2004Greater New York City Area• Developed relationships with North America institutional investors dedicated to emerging markets, particularly Brazil, advising on macroeconomics, corporate credit and trading ideas.• Placed $1 billion Brazilian corporate primary issues, having identified potential investors, analyzed optimal pricing structure and cost economics.• Increased Eurobond traded volume by 350% from 2002 to 2003, through the addition of new clients and expanded trading activities with existing clients
Julia Chen Mcclanan Skills
Julia Chen Mcclanan Education Details
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Finance & Accounting -
Administration
Frequently Asked Questions about Julia Chen Mcclanan
What company does Julia Chen Mcclanan work for?
Julia Chen Mcclanan works for Itau Usa Asset Management Inc
What is Julia Chen Mcclanan's role at the current company?
Julia Chen Mcclanan's current role is General Manager - SVP.
What is Julia Chen Mcclanan's email address?
Julia Chen Mcclanan's email address is ju****@****bba.com
What is Julia Chen Mcclanan's direct phone number?
Julia Chen Mcclanan's direct phone number is +121284*****
What schools did Julia Chen Mcclanan attend?
Julia Chen Mcclanan attended The University Of Chicago Booth School Of Business, Usp - Universidade De São Paulo.
What skills is Julia Chen Mcclanan known for?
Julia Chen Mcclanan has skills like Economics, Fixed Income, Corporate Finance, Valuation, Sales, Capital Markets, Team Management, Finance, Equities, Mutual Funds, Brazilian Portuguese, Entrepreneurship.
Who are Julia Chen Mcclanan's colleagues?
Julia Chen Mcclanan's colleagues are Gustavo Ribeiro, Rodrigo Silva, Thaissa Pimentel Feitosa, Alexandre Vargas, Leandro Dominiquini, Palloma Cruvinel, Leonardo Ornaghi.
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