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@yodlee.com
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Margot Ryan is listed as Senior Engagement Manager in Financial Services at Envestnet | Yodlee, a company with 694 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at yodlee.com and a matched LinkedIn profile for Margot Ryan.
Margot Ryan previously worked as Senior Engagement Manager at Envestnet | Yodlee and Executive Director at Morgan Stanley. Margot Ryan holds Bachelor'S Degree, Political Science And Government from Harvard University.
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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
Listed skills include Program Management, Leadership, Financial Services, Risk Management, and 15 others.
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Denver, Colorado
Envestnet | 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.
New York, New York
OFAC 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.
New York, New York
Private 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.
New York, New York
Program Execution Services (PES): Assisted departments within the Securities and Custody Services area with project scoping, planning and implementation.
New York, New York
Operational 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.
New York, New York
Analyzed and communicated financial results for Family Trusts. Created and documented monthly, quarterly, and annual reports including development of training tools, methodology and templates.
New York, New York
London, United Kingdom
Researched 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.
Washington, DC
Fulfilled member requests for original research on numerous subjects including retirement planning, checking accounts, mutual funds, and human resources at financial institutions.
Varsity Women's Lacrosse Co-Captain 1994 All Ivy League Honorable Mention 1993 NCAA Finalist 1992, Semi-Finalist 1993, Quarter-Finalist.
Activities and Societies: Senior Class Vice President 1990, Class Officer 1989, Varsity Lacrosse, Basketball, Soccer
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Margot Ryan works for Envestnet | Yodlee.
Margot Ryan is listed as Senior Engagement Manager in Financial Services at Envestnet | Yodlee.
AeroLeads has found 1 work email signal at @yodlee.com for Margot Ryan at Envestnet | Yodlee.
Margot Ryan is based in Denver, Colorado, United States while working with Envestnet | Yodlee.
Margot Ryan has worked for Envestnet | Yodlee, Morgan Stanley, Michael De Havenon, Sapient, and Maiden Outdoor Advertising.
You can use AeroLeads to view verified contact signals for Margot Ryan at Envestnet | Yodlee, including work email, phone, and LinkedIn data when available.
Margot Ryan holds Bachelor'S Degree, Political Science And Government from Harvard University.
Margot Ryan is listed with skills including Program Management, Leadership, Financial Services, Risk Management, Business Strategy, Equities, Project Management, and Management.
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