Maria Gaite
Operations Manager at Insigneo | Uruguay
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Maria Gaite is a seasoned Operations Manager at Insigneo, bringing over 20 years of extensive experience in the financial services industry. Her robust background in accounting, finance, and compliance is complemented by her Series 7 and Series 24 certifications, which underscore her proficiency in navigating the complexities of the financial landscape. In her current role, Maria is pivotal in ensuring the seamless operation of daily workflows, processing procedures, and problem resolution, which are critical to maintaining high standards of operational efficiency and customer satisfaction.
One of Maria's key responsibilities includes the supervision and approval of operational service and cashiering items, as well as extensions and margin activities. Her meticulous approach ensures that all processes are executed with precision, thereby minimizing errors and enhancing service delivery. Additionally, she plays a crucial role in the Principal review of new accounts, ensuring that all brokerage accounts are serviced in compliance with regulatory standards, including Anti-Money Laundering (AML) protocols.
Maria's expertise extends to operations management, where she leverages her knowledge of FINRA regulations and Pershing systems to optimize operational workflows. Her commitment to compliance and operational excellence not only safeguards the firm against regulatory risks but also fosters a culture of integrity and trust among clients and advisors alike. As she continues to lead key projects aimed at enhancing operational efficiency, Maria remains dedicated to her mission of providing efficient, accurate, and compliant support, ensuring that Insigneo remains a trusted partner in the financial services sector.
Operations Manager at Insigneo in February 2021 to Present
Operations Manager at AdCap | Financial Services in July 2017 to February 2021
Business Manager at PUENTE [Uruguay] in July 2015 to July 2017
Client Associate at Julius Baer in September 2009 to December 2014
Branch Operations Specialist at Merrill Lynch in February 2008 to September 2009
Administrative Assistant at Itaú International in July 2001 to February 2008
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Strategic Orientation
Team Leadership
Teamwork
KYC
Compliance Management
Principal
Banking
Portfolio Management
Operations manager
Wealth Management
Financial Analysis
Financial Services
Finance
Financial Markets
Private Banking
Trading
Mutual Funds
Account Management
Emerging Markets
Anti Money Laundering
Due Diligence
Financial Risk
Operations Management
Series 7
Customer Satisfaction
Investment Banking
Asset Management
Securities Regulation
Customer Relationship Management (CRM)
Back Office Operations
Customer Service
Negotiation
Business Relationship Management
Management
Leadership
English
Operations
Broker-Dealer
FINRA
Series 24
Pershing
Rbc
Series 99
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Discover more about InsigneoWhat is Maria Gaite email address?
Email Maria Gaite at [email protected]. This email is the most updated Maria Gaite email found in 2026.
How to contact Maria Gaite?
To contact Maria Gaite send an email to [email protected].
What company does Maria Gaite work for?
Maria Gaite works for Insigneo
What is Maria Gaite's role at Insigneo?
Maria Gaite is Operations Manager
What is Maria Gaite's Phone Number?
Maria Gaite's phone (**) *** *** 101
What industry does Maria Gaite work in?
Maria Gaite works in the Financial Services industry.
Maria Gaite Email Addresses
Maria Gaite Phone Numbers
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