Hanna Oo

Head of Service & Operations at Integrated Portfolio Solutions

With over 10 years of financial services and predominantly Portfolio Administration experience, Hanna is an invaluable member of the Integrated Team.

As Head of Service & Operations, Hanna leads a dedicated Service & Operations team. Hanna utilizes her extensive knowledge of platforms and managed portfolios to effectively manage every aspect of the operations team.

Prior to joining Integrated, Hanna was previously employed as a Senior Relationship Manager, responsible for both the back and front office aspects of her client relationships, at a boutique wealth management firm, servicing high net-worth private clients, family offices, and not-for-profit entities.

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Timeline

  • Head of Service & Operations

    Current role