Teresa Carey
About Teresa Carey
Teresa Carey is a Senior Analyst specializing in Third Party Oversight and Compliance at Transamerica, where she has worked since 2014. With a background in financial securities and project management, she has developed a vendor oversight program and coordinates compliance efforts for Fund Operations.
Work at Transamerica
Teresa Carey has been employed at Transamerica since 2014, serving as a Senior Analyst in Third Party Oversight & Compliance. In this role, she coordinates compliance efforts specifically for Fund Operations. Her responsibilities include supporting Directors and Managers within TAM Fund Operations with their daily tasks. She has developed a vendor oversight program that incorporates scorecards presented to the Funds’ Board, enhancing the oversight of third-party vendors.
Previous Experience at OppenheimerFunds
Before joining Transamerica, Teresa Carey worked at OppenheimerFunds for a total of 12 years. Her roles included Manager of NSCC Technical Support from 2000 to 2006 and Manager from 2006 to 2012. During her tenure, she gained extensive experience in financial services and compliance, contributing to various operational initiatives.
Education and Expertise
Teresa Carey is currently pursuing a Bachelor's degree at CSU Global, a program she has been engaged in since 2011. She holds a Scrum Master Certification, indicating her expertise in agile project management methodologies. Additionally, she previously held Series 6 and Series 26 licenses, which reflect her background in financial securities.
Background in Sales and Distribution
Prior to her role at Transamerica, Teresa worked as Director of Sales and Distribution at ChefPad Pro, LLC from 2013 to 2014. This position allowed her to gain valuable experience in sales strategies and distribution channels, further diversifying her professional background.