Suzanne Romeo
Managing Director, and Director of Private Investment Technology & Operations at Wellington Management | Boston, Massachusetts, United States
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Suzanne Romeo is a seasoned Information Technology executive with over 20 years of extensive management and delivery experience in the financial services sector. Currently serving as Managing Director and Director of Private Investment Technology & Operations at Wellington Management, Suzanne plays a pivotal role in shaping the technological landscape of the firm’s private investment initiatives. Her leadership extends to the Fair Value and Private Investment Services teams, where she oversees the valuation and operational processes critical to managing the firm’s diverse portfolio of private investments.
Under Suzanne's guidance, the embedded IT team is dedicated to seamlessly integrating technology throughout the private investment lifecycle. This integration not only enhances operational efficiency but also significantly mitigates operational risk, ensuring that Wellington Management remains at the forefront of innovation in a rapidly evolving financial landscape. Her expertise in vendor management, fund administration, and portfolio management has been instrumental in driving complex, cross-functional initiatives that deliver tangible results.
Suzanne's strategic approach to business analysis and her proficiency in trading systems and electronic trading have positioned her as a key player in optimizing the firm's operational frameworks. Her commitment to developing custom applications and refining the software development lifecycle (SDLC) processes has led to improved workflows and enhanced decision-making capabilities. As a thought leader in fixed income and corporate actions, Suzanne continues to influence the direction of private investment technology, fostering a culture of continuous improvement and excellence within her teams. Her vision and execution not only elevate Wellington Management's operational capabilities but also contribute to the broader financial services industry’s evolution.
Managing Director, and Director of Private Investment Technology & Operations at Wellington Management in January 2022 to Present
President, University of King’s College Foundation US, Inc. at University of King's College in January 2024 to Present
Managing Director, and Director of Portfolio Data & Administration Technology at Wellington Management in January 2019 to December 2021
Managing Director, and Manager of Portfolio Services Technology at Wellington Management in January 2016 to December 2018
Managing Director, Manager of Investment Data, Derivatives, and Corporate Applications at Wellington Management in July 2012 to December 2016
Vice President, and Manager of Investment Operations Applications at Wellington Management in January 2008 to June 2012
Vice President, and Manager of Portfolio Accounting Applications at Wellington Management in January 2006 to December 2007
Senior Systems Analyst, Client Admin Systems Support at Wellington Management in July 2003 to December 2005
Systems Analyst, Corporate Systems at Wellington Management in June 2001 to June 2003
Senior Systems Analyst at Keane in July 1998 to June 2001
Customer Service and Operations Officer at Royal Bank of Canada in September 1994 to July 1997
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Vendor Management
Fund Administration
Portfolio Management
Corporate Actions
Trading Systems
SDLC
Electronic Trading
Financial Services
Business Analysis
Fixed Income
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Discover more about Wellington ManagementWhat is Suzanne Romeo email address?
Email Suzanne Romeo at [email protected] and [email protected]. This email is the most updated Suzanne Romeo email found in 2026.
What is Suzanne Romeo phone number?
Suzanne Romeo phone number is +15169716953 and +13214463983.
How to contact Suzanne Romeo?
To contact Suzanne Romeo send an email to [email protected] or [email protected]. If you want to call Suzanne Romeo try calling on +15169716953 and +13214463983. (updated on October 29, 2024)
What is Suzanne Romeo net worth?
Suzanne Romeo has an estimated net worth of $750,000 to $999,999
What company does Suzanne Romeo work for?
Suzanne Romeo works for Wellington Management
What is Suzanne Romeo's role at Wellington Management?
Suzanne Romeo is Managing Director, and Director of Private Investment Technology & Operations
What industry does Suzanne Romeo work in?
Suzanne Romeo works in the Financial Services industry.
Suzanne Romeo Email Addresses
Suzanne Romeo Phone Numbers
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