Our team

Aileen Tu

Account Operations Representative

Aileen joined our Operations department in 2019 as an Account Operations Representative. She works closely with her team to provide excellent service to clients while managing account operations, ensuring all paperwork is completed and processed correctly.

A southern California native, Aileen’s extensive background in the operations field includes time with both SS&C as well as TCW/MetWest where she mastered a wide range of responsibilities including corporate actions, settlements, reconciliation and middle office.

Outside the office, Aileen enjoys running, keeping up with her favorite television shows and spending quality time with friends and family. She earned her B.S. in Business Administration & Finance from California State University, Los Angeles.

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