Carla Gregorio
About Carla Gregorio
Carla Gregorio is a Business Operations Analyst with a background in finance and financial management. She has over a decade of experience in various roles within the financial services sector, currently working at IG Wealth Management since 2016.
Work at IG Wealth Management
Carla Gregorio has been employed at IG Wealth Management since 2016. Initially, she served as a clearing and settlements administrator for eight years. In 2015, she worked as an operations administrator for one year before transitioning to her current role as a business operations analyst in 2018. Her responsibilities in these positions include managing operational processes and ensuring efficient transaction settlements.
Education and Expertise
Carla Gregorio studied at San Beda College, where she earned a Bachelor of Science in Financial Management from 2006 to 2010. She furthered her education at the Canadian Securities Institute, achieving Canadian Securities Certification. Her academic background provides a strong foundation in finance and financial management services.
Background in Financial Services
Before joining IG Wealth Management, Carla Gregorio accumulated experience in various financial roles. She worked as a financial research analyst at FactSet from 2010 to 2013 and as a trade processor at The Citco Group of Companies for 11 months in 2013. Additionally, she served as a financial specialist at HCL Technologies from 2013 to 2014 and as a data entry clerk at Pinnacle | Staffing & Recruiting from 2014 to 2015.
Professional Experience
Carla Gregorio has over a decade of experience in the financial services industry. Her roles have included trade processing, financial research, and operations administration. This diverse experience has equipped her with a comprehensive understanding of financial operations and analysis, contributing to her effectiveness as a business operations analyst.