Tara Ash Email & Phone Number

Lone Tree, Co, Us

Greater Denver Area

Led a team of 4-6 individual contributors, overseeing project management for Mutual Fund Clearing business, conversions, and product accountability. Managed oversight tasks for BPS teams and Clearing Clients and directed SOC2 and FICCA audits.

Managed all aspects of new client onboarding, including project and client management, vendor coordination, and testing. Oversaw business project requests and audit processes and collaborated closely with Schwab Management and Mutual Fund Clearing Teams for project support and requirements.

Oversaw asset movement during conversion events, managed pre-conversion activities, including requirements gathering and event planning, coordinated closely with Schwab Management and Clearing Clients on conversion strategies, and supervised a team member in the Clearing Conversion Team.