Philip G.
About Philip G.
Philip G. is the Vice President at Brookfield Asset Management in New York, with extensive experience in AML compliance and financial operations from previous roles at Morgan Stanley, Barclays Investment Bank, and Merrill Lynch.
Title at Brookfield Asset Management
Philip G. serves as Vice President at Brookfield Asset Management in New York, United States. His role involves overseeing various financial operations, leveraging his extensive background in compliance and asset management. He applies his specialized skills in financial management to contribute to the company's strategic goals.
Previous Role at Morgan Stanley
From 2021 to 2023, Philip G. worked as Vice President at Morgan Stanley in New York, New York. In this role, he utilized his in-depth knowledge of anti-money laundering (AML) compliance. His tenure at Morgan Stanley also includes an 8-year period from 2013 to 2021 when he was involved in ISG AML Compliance, enhancing his expertise in this critical area of financial regulation.
Education and Degrees
Philip G. holds a Master of Business Administration (M.B.A.) from New York University, Stern School of Business, completed from 2011 to 2014 with a focus on Finance and Financial Information Systems. He earned his Bachelor of Science (B.S.) degree in Marketing from Rutgers University, where he studied from 2004 to 2008. He also attended JP Stevens High School from 2000 to 2004.
Experience at Merrill Lynch
Philip G. held multiple roles at Merrill Lynch. From 2010 to 2012, he was a Senior Operations Analyst in Money Manager Services, likely overseeing financial operations and client services. Earlier, from 2008 to 2010, he served as a Senior Operations Representative in Legal and Estate, dealing with legal and estate matters. These roles helped him develop a robust skillset in financial operations and compliance.
Specialization in AML and KYC Compliance
Philip G. has extensive experience in anti-money laundering (AML) and Know Your Customer (KYC) compliance. His 8-year tenure in AML Compliance at Morgan Stanley and his role as KYC Analyst at Barclays Investment Bank from 2012 to 2013 have equipped him with a nuanced understanding of regulatory compliance in financial services.