The Operations Team at Performance Trust is responsible for streamlining internal processes and enhancing overall efficiency across the organization. This team oversees strategic initiatives, manages operational risk, and ensures optimal resource allocation to support the firm's financial advisory and investment banking services. By collaborating with various departments, they aim to drive continuous improvement and facilitate effective trade operations, financial planning, and administrative functions.
Caroline Perry
Director, Facilities And Admin...
Carrie Webb
Director & Head of Bond Trust™
Danilo Gama
Director - Development Operati...
Joe Kessler
Vice President, Trade Operatio...
Katelyn Citelli Powe...
Project Administrator
Kyle Krivacek
Director, Financial Planning &...
Niket Gandhi
Director, Business Operations ...
Rohit Murjani
Director & Head of Enterprise ...
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