Helen Phillips is a seasoned professional in business change and process improvement with extensive experience in the financial services industry. Currently serving as a Business Change and Process Improvement Fund Senior Analyst at SS&C Technologies since June 2024, Helen previously held the same title at The Marlborough Group where projects included Custodian Migration and operational excellence initiatives. Prior roles at BNY Mellon | Pershing included Vice President positions in Corporate Actions, Unit Trust Settlement, and Wrapper Management, where management of teams and operational efficiencies were key focuses. Early career experience at TD Direct Investing (Europe) and Pershing encompassed leadership in asset maintenance and settlement operations. Helen holds a Bachelor of Arts degree in Business and Information from Liverpool John Moores University.
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