The Data Management and Reporting team at Corient is responsible for ensuring the integrity, accuracy, and accessibility of financial data across the organization. They specialize in managing data workflows, generating compliance reports, and providing insights that support strategic decision-making for wealth management. By collaborating closely with the compliance and tax directors, the team ensures that data management practices align with regulatory standards and enhance overall reporting efficiency.
Daniela Peña Reed
Data & Reporting Specialist
Eric Jackson Moseley...
Director Of Tax
Erika Tremper
Data Management & Technology S...
Haiming Wu (Iris)
Financial Reporting Manager
Jillian Dotterweich
Data Management Administrator
Kaia Liu
Data Management Specialist
Makayla K.
Compliance Associate
Seth Leaptrot IV
Director Of Compliance