Richard Spence
Marshfield
Summary
Senior Consultant with 18 years of experience in financial services, specializing in investment operations, business analysis, and process automation. Expert in reconciliation, data mapping, risk mitigation, and workflow optimization. Proven ability to drive efficiency, enhance automation, and improve compliance across financial organizations.
Professional consultant with proven ability to drive impactful business outcomes through strategic planning and analysis. Demonstrated success in managing cross-functional teams and delivering comprehensive solutions that align with client needs. Valued for adaptability, collaboration, and results-driven mindset, with expertise in project management and stakeholder engagement.
Overview
2026
2026
years of professional experience
Work History
Senior Consultant
Aliter Investment Services
- Current
- Advise clients on investment operations efficiency, risk management, and automation strategies
- Lead data mapping, reconciliation, and process optimization projects to enhance reporting accuracy
- Ensure compliance with industry regulations and develop best practices for investment workflows
- Partner with key stakeholders to streamline operations and reduce inefficiencies
Lead Representative - Middle Office Operations
Bank of New York Mellon
01.2015
- Managed daily reconciliation for 5,000+ accounts across multiple platforms (Frontier, Aladdin)
- Led account conversions and optimized cash/position mapping processes
- Developed automation solutions to improve data integrity and reconciliation accuracy
- Acted as primary liaison with BlackRock, ensuring seamless integration of Aladdin functionalities
Various Roles
State Street Corp.
01.2007 - 01.2015
- Held multiple roles in Client Operations, Custody, and ETF Management, driving improvements in fund reconciliation, compliance, and process automation
- Oversaw 200+ funds ensuring accurate pricing, NAV distribution, and regulatory compliance
- Led custody audits & ETF platform testing, improving operational efficiency
- Implemented automation solutions that reduced reconciliation errors and manual effort
Education
B.S. - Finance & History
University of Vermont
Burlington, VT01.2006
Skills
- Investment Operations & Middle Office Services
- Process Improvement & Automation
- Data Mapping & Technology Implementation
- Financial Reporting & Reconciliation
- Risk Mitigation & Compliance
- Stakeholder & Client Management
- Client relationship building
- Strong leadership
- Team management
Personal Information
Title: Senior Consultant | Business Analyst
Certifications And Interests
- Licensed Private Pilot
- Home Improvement
- Running
- Biking
- Golf
Timeline
Lead Representative - Middle Office Operations
Bank of New York Mellon
01.2015
Various Roles
State Street Corp.
01.2007 - 01.2015
Senior Consultant
Aliter Investment Services
- Current
B.S. - Finance & History
University of Vermont
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