Publicly listed fintech firm Broadridge Monetary Options on Monday named Edmund Reese its new CFO, efficient November 30.
Reese joins Broadridge from American Categorical, the place he most not too long ago served as senior vice chairman and CFO of the International Shopper Providers Group, the corporate’s largest enterprise unit.
“I’m thrilled to affix Broadridge, an organization I love as an revolutionary fintech chief well-positioned for long-term development,” Reese mentioned within the press launch. “I look ahead to working with Tim [Gokey, CEO] and the remainder of the management workforce to proceed to maneuver Broadridge ahead and generate value for its associates, purchasers and shareholders.”
“I’ve spent my complete profession working in monetary providers, with a give attention to finance and consumer service, which [gives me] a deep understanding of Broadridge’s key consumer segments throughout Wealth Administration, Mutual Funds, Banks and Company Issuers,” Reese instructed CFO Dive. “The crucial classes I maintain expensive are working throughout all elements of the enterprise — product, gross sales, advertising, threat, and so forth — to assist create value.”
Reese performed a key position within the success of AmEx’s client enterprise with duty throughout investments, M&A, product launches, contract negotiations, technique and operations, the corporate mentioned. Throughout his 11 years at AmEx, Reese held a number of monetary management positions, together with SVP, head of investor relations and CFO positions throughout the International Lending, Journey, and International Enterprise Providers companies.
Reese started his profession in 1997 as CFO of the company consumer group at Smith Barney earlier than stepping in as CFO of personal banking and U.S. wealth administration at Merrill Lynch in 2005.
“Finance and know-how have gotten ever extra entwined and I pay cautious consideration to fintech firms which can be agile and revolutionary in creating associate options that assist strengthen their community,” Reese mentioned. “I’m significantly interested in these [with] end-to-end options [cutting] throughout your complete ecosystem, and Broadridge … offers business options and significant infrastructure underpinning governance and communications, capital markets, wealth and asset administration.”
“I’m happy to welcome Edmund to our management workforce,” Broadridge CEO Tim Gokey mentioned in a press release. “He’s a world-class finance govt whose deep expertise throughout monetary providers and client-focused mindset make him the perfect selection to steer our finance group.”
Matt Connor, who had been serving as Broadridge’s Interim CFO, will return to his position as CFO of the corporate’s International Expertise and Operations workforce. Connor ascended to the interim finance chief place in August, after Jim Younger, Broadridge’s CFO of six years, departed for a similar position at meals sustainability agency Indigo.
“Matt performed a crucial position in delivering robust first quarter outcomes, which have enabled us to start to ramp up our deliberate investments and place us for continued development,” Gokey mentioned.