Alex Krzak is a seasoned operations professional with extensive experience in financial services. Currently serving as a Senior Operations Associate at DFP Partners since November 2019, Alex oversees daily operations for broker-dealer clients, ensuring compliance with FINRA and U.S. regulations. Prior roles include Operations Associate at MFA Financial, where Alex became the key contact for trade settlements and finance operations, and Bank Loan Functional Specialist at State Street, managing accounting and reporting for global investment portfolios. Alex also held positions related to corporate actions and financial representation, demonstrating a well-rounded expertise in operational processes and client relations. Alex holds a Bachelor of Science in International Business from Roger Williams University.
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