Lynn Oo is a Capco consultant aligned to the Wealth & Asset Management domain based out of New York with about 6 years of exp
eri ence in financial services. She has worked as a project manager, portfolio manager and investment banking associate on projects across the Wealth & Asset Ma nagement space. Her capabilities include business transformation, corporate strategy, and digital innovation with concentration on pricing strategy, market research & competitive analysis and trade process optimization
Wealth & Asset Management Arm of Medium sized Commercial Bank Trade Process Optimization
Managed a team of 6 Individual Contributors (ICs) for Client Portfolio Management (CPM) pilot program.
Collaborated with front and back office key stakeholders to transform planning, tracking and control trade execution processes producing 8% ahead of year over year planned fee income in 2021 and 2022.
Wealth & Asset Management, Private Banking, Retail Banking,Investment Banking,SQL,Tableau,Project/Program Management,Business/Digital Transformation,Market Research and Competitive,Analysis,Stakeholder Management,Business/Data Analysis
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Last updated on Feb 20, 2023