Nucleus Financial
Suzanne Scanlon is a seasoned professional in operations management with extensive experience across leading financial institutions. Currently serving as a Senior Operations Manager at Nucleus Financial since July 2023, Suzanne has previously held key roles including Vice President of Operations Projects at J.P. Morgan and UK Geography Lead for Financial Crime at Genpact. Suzanne's expertise encompasses process definition, client onboarding, regulatory reporting, and relationship management, along with significant leadership responsibilities overseeing service teams and managing operational challenges. Prior positions include roles at Citi and Barclays Wealth and Investment Management, illustrating a strong background in team performance, resource planning, and process improvements throughout a comprehensive career in the financial services sector.
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Nucleus Financial
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Nucleus Financial Group PLC, formerly Nucleus Financial Group Limited, is a United Kingdom-based company, which rovides independent wrap platform services to over 2, 200 adviser users across more than 800 financial adviser firms. The Company's wrap platform with access to a range of tax wrappers and an open architecture approach to investments. The Company's platform allows users to combine all of clients' assets into a single, manageable online account. The Platform offers a range of custody, trading, payment, reporting, fee-handling, research and integration services and a variety of tax wrappers. Asset choices including cash, OEICs, Unit Trusts, offshore funds, structured products and listed securities, including ETFs and investment trusts, are available through the Platform.