About The Author

Liz D’Allessandro

About Liz D’Allessandro

Liz D’Allessandro is a Vice President at Boston Financial Data Services – a leading provider of outsourcing solutions for asset management firms. Liz started with Boston Financial in 1984 and has worked in various business lines of the transfer agent mutual fund services. She is an accomplished executive in the financial services industry with a focus in intermediary back office operations and best practices, service support and relationship management. Her current role includes managing the expectations for the industry’s largest brokerage firms and trust companies for over 90 mutual fund clients. Liz is renowned as a leader in the field of process optimization, relationship management, risk mitigation solutions, implementing new products and client mergers and acquisitions. Liz also leads organizational initiatives to promote employee satisfaction and develop collaborative cross-functional teams.

Recipe for Success: Relationships and Constant Communication

At the NICSA General Membership Meeting in Boston, I had the opportunity to speak on a panel with other industry experts about effective intermediary servicing and operating relationships.  Keeping up…

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