Kristina Young

Kristina Young

Asssistant Department Manager - Funds Processing

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location of Kristina YoungDallas-Fort Worth Metroplex

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  • Timeline

  • About me

    Vice President of Operations-Banking Operations Optimization/Shared Support Services/Workforce Management

  • Education

    • Alfred State College - SUNY College of Technology

      -
      Liberal Arts and Sciences/Liberal Studies
  • Experience

    • Bank of America

      Jan 1998 - Jan 2004
      Asssistant Department Manager - Funds Processing

      Successfully led team of 40, overseeing Administrative and Processing Support operations. Interviewed, hired, trained, and evaluated team members.Selected Skills:* Administrative & Process Support Operations Management* Staff Recruitment & Training* Leadership & Team Building* Budgeting & Cost Control* Continuous Process Improvement

    • SEI Investments

      Jan 2004 - Jan 2016

      Led 75 team members spanning 5 teams managing Operations maintaining effective controls to mitigate financial risk to clients, SEI, and vendor partners, including SEI and 2 offshore India sites. Selected Skills:* Operations Management & Controls* Financial Risk Assessment & Mitigation* Cost Center Management & Reconciliation * Onshore & Offshore Operations Streamlining* Reconciliation Process Improvement* Corrections & Reversal Centralization* Data Security Controls & Policy Implementation* Continuous Process Improvement* Employee Access & Restrictions* Transaction Processes & Controls Show less Managed team of 4 Conversion Specialists, converting client assets into SEI investments. Directed 15 team members within Reconciliation groups, leading assets that encompassed mutual fund securities, equities, and bonds coming in from a previous transfer agent.Selected Skills:* Conversion & Reconciliation Operations Management* Client Asset Conversions* Operations Transformation & Productivity Improvement* Procedure Development & Implementation* Continuous Process Improvement* Staff Training & Outsourcing* Large Asset Transfers* Aged Exceptions Reductions* Quality Improvement Team Development* Employee Incentive & Recognition Program Development / Implementation Show less

      • Director Of Operations

        Jan 2011 - Jan 2016
      • Director, Operations Controls and Risk Management

        Jan 2008 - Jan 2011
      • Manager, Mutual Fund Trade Group

        Jan 2006 - Jan 2008
      • Manager, Conversion and Reconciliation Groups

        Jan 2004 - Jan 2006
    • SEI Investments

      May 2016 - now
      Vice President and Director of Core Processing Operations

      Manage 200+ onshore and offshore team members managing core processing operations, including corporate actions, traditional income, trade processing, free asset management, and mutual funds. Direct, mentor, and coach Managers, Supervisors, Specialists (3 levels), and Analysts (3 levels) located in the U.S. and 2 offshore locations in IndiaSelected Skills:* Onshore & Offshore Operations Management* Processing Operations Streamlining* Staff Mentoring & Coaching* Multi-site Operations Optimization* Continuous Process Improvement* Workforce Management & Productivity Improvement* Offshoring & Cost Reductions* Resource Optimization & Strategic Planning Show less

  • Licenses & Certifications

    • CSOP - Certified Securities Operations Professional

      ABA
      Jul 2018