Operations

• Oversee daily balancing of OCC positions and monitor trade activity for errors
• Manage clearing of trades via DTCC/CNS and pledge securities to OCC
• Maintain strong internal and external business partnerships
• Serve as the primary liaison for OCC, staying informed on regulatory changes, technology updates, and project initiatives
• Host quarterly LOPR meetings and represent the organization with a mature executive presence
• Lead and develop a high-performing team, delegating responsibilities across multiple Written Supervisory Procedures (WSPs)
• Drive operational excellence and manage additional Clearing Operations responsibilities as needed

Manager – Operations

Creative Operations Manager

President – Integrator, Operations Leader

Manager, Patient Access – Reimbursement Operations

Operations, Treasury, Reporting Intern