Matt Avery
Director NAM Custody Operations at Citi | Tampa, Florida, United States
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Matt Avery is a seasoned financial services executive with over 25 years of extensive experience in transfer agency, fund accounting, and custody operations. Currently serving as the Director of North American Custody Operations at Citi, Matt plays a pivotal role in overseeing all operational aspects for Global Custody clients serviced from the Tampa, Florida office. His leadership encompasses a broad range of functions, including asset servicing, settlements, client onboarding, and project management, ensuring that Citi delivers world-class service in a highly complex organizational landscape.
In his current role, Matt is particularly focused on enhancing operational efficiency through process improvement initiatives that streamline workflows and reduce turnaround times. His expertise in vendor management and relationship management has been instrumental in fostering strong partnerships that drive value for clients. Matt's deep understanding of fixed income and trading systems enables him to navigate the intricacies of investment management, ensuring that client needs are met with precision and agility.
Key projects under Matt's direction include the implementation of advanced trading technologies and the optimization of asset allocation strategies, which have significantly improved service delivery and client satisfaction. His commitment to risk management is evident in the robust frameworks he has established to safeguard client assets and ensure compliance with regulatory standards. With a proven track record of directing large teams both onshore and offshore, Matt continues to lead by example, inspiring his team to achieve excellence in every aspect of custody operations. His blend of strategic vision and operational expertise positions him as a key player in the evolving landscape of financial services.
Director NAM Custody Operations at Citi in July 2022 to Present
Director Americas Client Onboarding and Implementations at Citi in August 2020 to July 2022
Director NAM Custody Operations Lead at Citi in June 2017 to August 2020
Director NAM Fund Accounting at Citi in May 2014 to June 2017
Director at Citi Fund Services in May 2005 to May 2014
VIce President at Wells Fargo Asset Management in January 2000 to May 2005
Operations Manager at Pioneering Services Corporation in June 1988 to December 2000
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Mutual Funds
Financial Services
Process Improvement
Change Management
Business Analysis
Vendor Management
Securities
Asset Managment
Investments
Asset Management
Financial Analysis
Portfolio Management
Management
Banking
Risk Management
Account Reconciliation
Middle Office
Fund Accounting
Equities
Fixed Income
Back Office
Alternative Investments
Trading
Hedge Funds
Financial Risk
Relationship Management
Derivatives
Bonds
Fund Administration
Asset Allocation
Fund Of Funds
Bloomberg
Executive Management
Finance
Corporate Actions
Wealth Management
Leadership
Trading Systems
Capital Markets
AML
Financial Markets
Investment Management
Settlement
ETFs
Options
Prime Brokerage
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Discover more about CitiWhat is Matt Avery email address?
Email Matt Avery at [email protected]. This email is the most updated Matt Avery email found in 2026.
What is Matt Avery phone number?
Matt Avery phone number is +16142683429.
How to contact Matt Avery?
To contact Matt Avery send an email to [email protected]. If you want to call Matt Avery try calling on +16142683429. (updated on September 13, 2024)
What company does Matt Avery work for?
Matt Avery works for Citi
What is Matt Avery's role at Citi?
Matt Avery is Director NAM Custody Operations
What industry does Matt Avery work in?
Matt Avery works in the Financial Services industry.
Matt Avery Email Addresses
Matt Avery Phone Numbers
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