The Business Analytics and Operations team at Richardson Wealth is responsible for optimizing internal processes and leveraging data-driven insights to enhance operational efficiency. This multidisciplinary team collaborates across departments to streamline workflows, support advisory teams, and ensure high standards of client care. By focusing on analytics, application support, and operational governance, they play a crucial role in driving the firm’s strategic goals and improving overall service delivery.
Angela O'Hara
Payroll And Benefit Manager
Carmen Hanna
Senior Manager, Enterprise Bus...
Celia Cardenas Cpa
Senior Manager Accounting
Dejana Cviticanin
Business Analyst
Fawad Akram
Application Analyst
Jan Sampson
Chief Of Staff
Jean Pitre
Manager, Branch Administrator
Kelly Johnston
Vice President, Application Su...
Phil Kwon
Head Of Portfolio Analytics
Tracy Phillips
Manager, Branch Administrator
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