Richard Y.
About Richard Y.
Richard Y. is a Service Delivery Manager at Clearwater Analytics with extensive experience in financial services and compliance. He has held various roles, including Vice President at J.P. Morgan and BlackRock, and possesses expertise in AML/KYC monitoring and project management.
Work at Clearwater Analytics
Richard Y. has been employed at Clearwater Analytics as a Service Delivery Manager since 2021. In this role, he oversees service delivery operations, ensuring that client needs are met efficiently and effectively. His responsibilities include managing client relationships and ensuring the quality of services provided. Richard's experience in service delivery contributes to the company's commitment to providing high-quality analytics solutions.
Previous Experience at J.P. Morgan
Richard Y. served as Vice President at J.P. Morgan from 2013 to 2018. During his five-year tenure, he was involved in various aspects of financial services, contributing to the firm's operational and strategic initiatives. His role required a deep understanding of financial markets and client management, which helped him develop significant expertise in the banking sector.
Expertise in AML/KYC Compliance
Richard Y. possesses specialized expertise in Anti-Money Laundering (AML) and Know Your Customer (KYC) monitoring and compliance. This expertise involves ensuring that organizations adhere to regulations designed to prevent money laundering and other financial crimes. His knowledge in this area is critical for maintaining compliance in financial services and enhancing risk management practices.
Educational Background in Accounting
Richard Y. studied at Penn State University, where he earned a Bachelor of Science degree in Accounting. This educational background provided him with a solid foundation in financial principles and practices, which he has applied throughout his career in various financial and consulting roles.
Project Management Experience
Richard Y. has extensive project management experience, having worked as a Project Manager at Non-Profit Consultant from 2010 to 2021. He coordinated Requests for Proposal (RFP) and Requests for Information (RFI), which are essential for securing new business opportunities. His project management skills have also been utilized to support community organizations, reflecting his commitment to social responsibility.