CIBC Mellon
Margaret Tan has over two decades of experience in the financial services industry, currently serving as the Manager of Global Fund Services at CIBC Mellon since January 2004, overseeing a team of eighteen fund accountants and ensuring excellent client service and operational effectiveness. Margaret has been instrumental in launching new accounts and ETF funds, implementing control procedures, and participating in client due diligence meetings. Prior roles include Supervisor of Investment Fund Accounting, where leadership in process improvement and financial automation was demonstrated, as well as positions as a Senior and Junior Fund Accountant, managing daily valuations and financial reporting. Previous experience includes roles at CIBC and Banco de Oro, where Margaret excelled in customer service and branch management. Margaret holds a Bachelor of Science in Accounting from Ateneo de Davao University.
CIBC Mellon
7 followers
CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon (BNY Mellon) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon's investment servicing solutions for institutions and corporations are provided in close collaboration with our parent companies, and include custody, multicurrency accounting, fund administration, recordkeeping, pension services, exchange-traded fund services, securities lending services, foreign exchange processing and settlement, and treasury services. As at December 29, 2023, CIBC Mellon had more than C$2.6 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. CIBC Mellon is part of the BNY Mellon network, which as at December 29, 2023 had US$47.8 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company Inc and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies.