About The Author

Trish Crockan

About Trish Crockan

Trish has over 30 years of industry experience with a strong concentration in both operations and contact center management. Most recently, Trish assumed responsibility for the Investor Services and Correspondence groups in the East and Midwest. In addition to her expanded responsibilities, Trish continues to oversee transaction processing in Quincy and Lawrence supporting mutual funds, 529, and retirement operations. Trish began her career in financial services at Boston Financial in 1980, assuming various operations management roles within the organization. In 1985, Trish joined the Stock Transfer division of Bank of Boston (later became Equiserve) ultimately serving as Managing Director of Operations. Trish rejoined Boston Financial as vice president of operations in 1997.

Category: Innovation, Smart Sourcing, Technology

Smart Technology – Smart People – Smart Sourcing

There’s no blue print for guaranteeing optimal performance in an operational service center. Business is far too complex and dynamic, especially in today’s financial services industry. Plus each firm has…

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