Amy Frisina

Amy Frisina has a strong background in trust operations and business analysis. Amy joined IPX Retirement in 2016 and is currently the Vice President of Trust Operations, where they focus on improving operational processes and implementing solutions to increase efficiency and reduce errors. Amy also oversees tax reconciliations, filings, and reporting, as well as bank and position reconciliations. Prior to joining IPX Retirement, Amy worked at Matrix Settlement & Clearance Services LLC from 2010 to 2016 as a Business Analyst, managing client onboarding and providing training and support for proprietary applications. Before that, they held the role of Account Executive from 2006 to 2010, where they handled customer inquiries and provided training on various applications.

Amy Frisina holds a Bachelor of Science degree in Finance from the University of Colorado Boulder. No further information regarding the exact years of enrollment or completion is provided.