Deep Enrich
Alan Risola, MBA
Auditor
2000 followers
New York, New York, United States
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About me
Head of Product Management and Institutional Solutions Americas
Education
St. John's University, The Peter J. Tobin College of Business
2008 - 2009Masters Accounting
Dowling College
2003 - 2007Bachelors Degree Finance
Penn State University
2020 - 2023Master of Business Administration - MBA Strategic Leadership 3.8Activities and Societies: Sigma Nu Tau Honor Society
Experience
Abrams, Herde and Merkel LLP
Feb 2008 - Aug 2009Auditor
CBIZ MHM, LLC
Jan 2010 - Dec 2010Audit Associate
Deloitte & Touche
Jan 2011 - Feb 2012Senior Auditor
UBS
Feb 2012 - Aug 2018Associate Director, Operational Due Diligence| UBS Hedge Fund Solutions
Mar 2017 - Aug 2018Authorized Officer- Product Specialist/Investment Consultant
May 2013 - Apr 2017Product Controller
Feb 2012 - Jun 2013
PGIM Fixed Income
Aug 2018 - Apr 2022Vice President, Product Management
Oct 2021 - Apr 2022Director, Product Management
Aug 2018 - Oct 2021
Aegon Asset Management
Apr 2022 - Dec 2023Head of US Product Implementation
Vontobel
Jan 2024 - nowHead of Product Management and Institutional Solutions AmericasTake overall lead for product related activities in the US to help AM to set-up, position and maintain products by ensuring adequate balance between revenues opportunities, operational complexity, time to market and cost structure.
Licenses & Certifications
.webp)
Finra Series 63
Financial Industry Regulatory Authority (FINRA)May 2016Finra Series 6
Financial Industry Regulatory Authority (FINRA)Jun 2007Finra Series 7
Financial Industry Regulatory Authority (FINRA)Jun 2013
Volunteer Experience
Fundraiser
Issued by JDRF Greater New York Metro Chapter on Aug 2023Associated with Alan Risola, MBAHero
Issued by St. Jude Children's Research Hospital - ALSAC on May 2018Associated with Alan Risola, MBAJudge
Issued by InvestWrite on Apr 2018Associated with Alan Risola, MBATeam RMHC Chicago Marathon 2019
Issued by Ronald McDonald House Charities on Jan 2019Associated with Alan Risola, MBAFundraising Volunteer
Issued by Military Friends Foundation on Jan 2019Associated with Alan Risola, MBA2021 NYC Marathon
Issued by Fred's Team on May 2021Associated with Alan Risola, MBA
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