SIFMA
Fred M. is a seasoned finance professional with extensive experience at BNY Mellon Wealth Management since March 2007, serving as Vice President and Client Processing Manager II. Responsibilities include leading various operational teams, streamlining business processes, and enhancing efficiency through automation. Fred has a proven track record in process redesign and risk management, having implemented significant operational improvements. Additionally, Fred is involved with the Executive Leadership Team at SIFMA for the Customer Account Transfer Division and previously worked as an Operations Coordinator at Federated Investors. Fred holds an MBA in Health/Health Care Administration/Management and a BS in Finance from Duquesne University, alongside studies at the Community College of Allegheny County.
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SIFMA
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SIFMA is the voice of the nation’s securities industry, bringing together the shared interests of hundreds of broker-dealers, investment banks and asset managers.