Margot Ryan Email and Phone Number
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Experienced Program Lead focused on change management, compliance and conversion efforts within retail brokerage, banking, lending, and digital (website and mobile) areas working with Operations, Business and Technology teams. Strengths include:• Program Management • Conversions • Risk & Control• Process Optimization • OFAC • Change Management
Envestnet | Yodlee
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Senior Engagement ManagerEnvestnet | Yodlee 2018 - PresentDenver, ColoradoEnvestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. More than 1,000 companies, including 15 of the 20 largest U.S. banks and hundreds of Internet services companies, subscribe to the Envestnet | Yodlee platform to power personalized financial apps and services for millions of consumers. Envestnet | Yodlee solutions help transform the speed and delivery of financial innovation, improve digital customer experiences, and drive better outcomes for our clients and their customers.
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Executive DirectorMorgan Stanley 2014 - 2016New York, New YorkOFAC Central Screening: Wealth Management Operations Lead for deployment of firm-wide central OFAC screening processMorgan Stanley Online and Mobile: Morgan Stanley Wealth Management launched enhanced Digital Banking Platform, including mobile banking applications for iPad and Android. Led UAT team focused on all aspects of testing including front end look and feel, navigation as well as data validation and processing of transactions. -
Vice PresidentMorgan Stanley 2010 - 2014New York, New YorkPrivate Wealth Management Conversion Management: Operations Implementation Lead for the conversion of Morgan Stanley’s private bank / ultra-high net-worth brokerage business from the Morgan Stanley institutional platform to the retail brokerage platform. Converted ~$140B in assets across ~200K accounts.Morgan Stanley / Smith Barney Conversion Management: Operations Implementation Lead on Morgan Stanley / Smith Barney Joint Venture Conversion of Smith Barney Financial Advisors, Clients, and Assets to Morgan Stanley: the largest retail brokerage platform integration in financial services history, covering over 800 branches, 17,000 FA’s, 4.5M Active Accounts, ~50M Positions and ~$900MM in AUM.Morgan Stanley / Smith Barney Side by Side capability review: Comparisons of functionality, governance and policies for all products and departments. Multiple level side by side reviews honed in on the highest priority differences between the Morgan Stanley and Smith Barney/Citi platforms which formed the basis of the Target Operating Model platform development.
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DirectorMorgan Stanley 2006 - 2010New York, New YorkProgram Execution Services (PES): Assisted departments within the Securities and Custody Services area with project scoping, planning and implementation.
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Project Management ConsultantMorgan Stanley 2005 - 2006New York, New YorkOperational Risk Management-in-a-box (ORM): Operational Risk concepts, methodology and framework delivered to Pilot group of Operations teams for self-implementation and use as a stand-alone program.
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Financial AnalystMichael De Havenon 2003 - 2005New York, New YorkAnalyzed and communicated financial results for Family Trusts. Created and documented monthly, quarterly, and annual reports including development of training tools, methodology and templates.
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Manager, FinanceSapient 1999 - 2002New York, New York• Monitored monthly, quarterly, and annual closings. Validated Operating Statements and P&L spreadsheets. • Assisted development of quarterly and annual budget including headcount, travel expenditures, relocation costs, etc. -
Marketing AssociateMaiden Outdoor Advertising 1996 - 1998London, United KingdomResearched and created sales presentations for advertising agencies, clients, and brands. Identified demographic and geographic profile of brand’s customer base. Utilized profile to plan national and local billboard campaign strategies to reach target markets.
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Research Associate, FinanceThe Advisory Board Company 1994 - 1995Washington, DcFulfilled member requests for original research on numerous subjects including retirement planning, checking accounts, mutual funds, and human resources at financial institutions.
Margot Ryan Skills
Margot Ryan Education Details
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Political Science And Government -
High School
Frequently Asked Questions about Margot Ryan
What company does Margot Ryan work for?
Margot Ryan works for Envestnet | Yodlee
What is Margot Ryan's role at the current company?
Margot Ryan's current role is Senior Engagement Manager in Financial Services.
What is Margot Ryan's email address?
Margot Ryan's email address is ma****@****ard.edu
What schools did Margot Ryan attend?
Margot Ryan attended Harvard University, Phillips Exeter Academy.
What are some of Margot Ryan's interests?
Margot Ryan has interest in Eu Passport Holder (Ireland), Health.
What skills is Margot Ryan known for?
Margot Ryan has skills like Program Management, Leadership, Financial Services, Risk Management, Business Strategy, Equities, Project Management, Management, Social Media, Wealth Management, Change Management, Marketing Strategy.
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Margot Ryan
New York, Ny2fmr.com, fidelity.com2 +1 800-XXXXXXXX
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