Meghan Shepard Email & Phone Number

Canton, Ma, Us

Canton, Ma, Us

Boston, Ma, Us

Providence, Rhode Island, Us

Prepared risk reporting and presentations for monthly Board of Directors and Risk Committee meetings• Reviewed and compiled Credit, Liquidity, Compliance, and Operational Risk information so that relevant risks are being communicated clearly and timely to Executive management• Implemented new controls to ensure that inherent risk, residual risk, and risk trends are being categorized properly• Formalized risk metric due dates to streamline governance and reporting processes

Melbourne, Victoria, Au

Led external audit assessments and client due diligence requests for all North American Transfer Agency, Employee Plans, Proxy, and Governance Services clientsAssurance: Oversaw fourteen operational and IT audit reports annually, including SSAE18 and Regulatory reports, to ensure controls are designed appropriately and operating effectively Insight: Presented quarterly audit results to the Board Risk and Audit Committee. Tracked remediation plans in our GRC platform until resolutionCommunication: Coordinated and finalized Subject Matter Expert responses to client questions related to Information Security, Compliance, Information Technology, Risk Management, Vendor Management, and Privacy. Partnered with clients to resolve any vendor risk findings.Analysis: Continually reviewed and updated the team’s SharePoint request database to gather data and analyze due diligence trends.

Boston, Massachusetts, Us

Managed data analysis, communication, and project management for Institutional Investor Services' Operational Risk teamAnalysis: Enhanced our Operational Risk program by building a form to gather data, developing a tracking database, and creating graphs and metrics to demonstrate our exposure to operational risk events. Created a centralized team for processing and reviewing losses to ensure classifications meet regulatory requirements.Project Management: Helped create an organized and in depth approach to support large projects, such as Vendor, Standard Operating Procedure, and Contract reviews. Contributed to regulatory projects, such as developing a SharePoint solution for remediating operational losses, client complaints, and privacy breaches.Communication: Oversaw logistics, created content, and presented relevant topics at a division wide forum to raise awareness of risk trends. Created targeted emails to inform management of high risk events and inform the division of key risk initiatives.Insight: Represented our division on cross-divisional working groups, governance committees, and other related risk projects to provide subject matter knowledge and insight. Worked with business teams on high risk events to research root cause

Boston, Massachusetts, Us

Managed a team of fund accountants for a set of clients whose net assets approximated $300M

Mba, Finance

B.A., Mathematics, French