Rachel Bruzon
About Rachel Bruzon
Rachel Bruzon is a DC Transfer Specialist at Legal & General, where she has worked since 2019. She has extensive experience in project management and specializes in DC investment transitions, having held various roles in the financial services sector since 2005.
Current Role as DC Transfer Specialist
Rachel Bruzon currently serves as a DC Transfer Specialist at Legal & General, a position she has held since 2019. In this role, she focuses on the project management of Defined Contribution (DC) Investment Only Platform restructures and new business initiatives. Her responsibilities include managing end-to-end processes for DC investment transitions, ensuring smooth operations and compliance with industry standards.
Experience at Legal & General
Rachel Bruzon has a significant tenure at Legal & General, where she has worked since 2011. Initially, she held the position of Senior Client Service Executive for LDI & Seg Mandates for one year. Following this, she transitioned to the role of Assistant Manager - Transitions, where she has spent over 13 years. Her experience at Legal & General has allowed her to develop expertise in in-specie transfers, re-registration, and pre-funding processes.
Previous Roles at BNY Mellon and Capita Financial
Before her time at Legal & General, Rachel Bruzon worked at BNY Mellon as an Assistant Treasurer from 2005 to 2007. This role contributed to her foundational knowledge in financial services. She then joined Capita Financial as an Assistant Manager - Transitions, where she worked from 2007 to 2010. These positions provided her with diverse experiences in financial management and client services.
Education and Qualifications
Rachel Bruzon studied at the Chartered Institute for Securities & Investment, where she achieved the Investment Administration Qualification in 2008. This qualification reflects her commitment to professional development and her understanding of investment administration, which supports her current roles in the financial sector.