Margaret Tan

Margaret Tan has over two decades of experience in the financial services industry, currently serving as the Manager of Global Fund Services at CIBC Mellon since January 2004, overseeing a team of eighteen fund accountants and ensuring excellent client service and operational effectiveness. Margaret has been instrumental in launching new accounts and ETF funds, implementing control procedures, and participating in client due diligence meetings. Prior roles include Supervisor of Investment Fund Accounting, where leadership in process improvement and financial automation was demonstrated, as well as positions as a Senior and Junior Fund Accountant, managing daily valuations and financial reporting. Previous experience includes roles at CIBC and Banco de Oro, where Margaret excelled in customer service and branch management. Margaret holds a Bachelor of Science in Accounting from Ateneo de Davao University.