Lillian Rizzolo

Lillian Rizzolo has over 40 years of experience in the financial industry. Lillian started their career as an Operations Clerk at Samuel A Ramirez & Company, where they handled the registration, redemption, and shipment of municipal bonds. Afterward, they joined Merrill Lynch and held various roles, including Assistant Supervisor, Settlement Clerk, and Trading Assistant. Lillian managed middle office operations, processed trade tickets, reconciled positions, and served as a liaison between the trading desk and operations departments. Lillian also worked at Merrill Lynch International Bank as Vice President, managing foreign exchange operations. Later, they joined Columbus Advisors, where they served as an Operations Manager responsible for trades processing, settlements, and reconciliation of securities, options, and futures. Lillian then moved to Winston Staffing Services as a Consultant, providing support to an asset management company by reconciling cash and position holdings. Lillian continued their financial career at Citigroup Asset Management as an Assistant Supervisor, leading the reconciliation of cash and positions for various portfolios. Lillian also played a crucial role in training individuals during the transition of account reconciliation functions to Legg Mason. Subsequently, Lillian worked at Legg Mason as a Senior Associate, conducting high-level reconciliations and preparing portfolio valuations and market reconciliations. Lastly, they served as an Assistant Vice President and Senior Operations Associate at ClearBridge Investments. Throughout their career, Lillian showcased strong skills in account reconciliation, client reporting, and operations management.

Lillian Rizzolo attended Hunter College of the City University of New York from 1973 to 1978, where they obtained their Bachelor of Arts degree. Lillian'sfields of study included Spanish Literature and International Political Science. In 2011, Lillian Rizzolo also obtained a certification as a Notary Public from the New York State County of Kings.