Caroline S.

Finance Executive with a rare blend of Investment Management, Fund and Custody Operations, Private Equity support, Family Office management, Business Implementation, Regulatory programs, and Global operations oversight.

Los Angeles, California, United States

About

Dynamic Finance Professional demonstrating a robust capability in building teams, enhancing operational efficiency and driving business development. Expertise in project management, compliance requirements and financial reporting ensures streamlined financial operational processes. Proven track record leading teams and integration projects, and implementing strategic initiatives that elevate client satisfaction. A strong foundation in Operations development and testing complements adeptness in strategic planning and project management, contributing to comprehensive solutions in fast-paced environments. Committed to leveraging diverse skills to achieve outstanding outcomes in finance and operations.

Experience

  • Manager at Adams O'Connell Family Office
    Jul 2025 - Present · 1 yr

  • Director at PROPOM
    Feb 2021 - Apr 2025 · 4 yrs 3 mos

  • SS&C Technologies (9 yrs 10 mos)
    • Associate Director of Operations
      Aug 2015 - Jul 2017 · 2 yrs

    • Associate Director of Operations
      Feb 2012 - Aug 2015 · 3 yrs 7 mos

    • Derivatives Operations Manager
      Oct 2007 - Dec 2012 · 5 yrs 3 mos