Alan Woods

Alan Woods is an accomplished and experienced senior-level operational leader with expertise in global operations management, finance, marketing, compliance, and corporate development. With a specialty in middle and back office operations, Alan has excelled in various industries, most notably in financial services, where he has demonstrated exceptional leadership and collaboration skills.

Alan has a Bachelor's degree in Finance, an Associates in Business Administration, and an MBA specializing in Global Management. He is also bilingual, and his educational background has endowed him with the necessary knowledge to lead cross-border distribution, budgeting, forecasting, and vendor management.

Alan has worked as a Managing Partner at KleanSlate LLC, Director of Marketing Operations at Franklin Templeton Investments, Director of Fund Administration at BlackRock, Principal, Director of Fund Services at BlackRock, Senior Manager at Control Solutions International, Consultant at Robert Half Management Resources, Finance and Internal Audit Consulting Services at Independent Consultant, Consultant at Resources Global Professionals, Managing Director at AEGON - Transamerica Asset Management (formerly IDEX Mutual Funds), VP, Director of Global Business Development at AEGON - Transamerica Asset Management (formerly IDEX Mutual Funds), Manager of Financial Reporting & Compliance at AEGON - Transamerica Asset Management (formerly IDEX Mutual Funds), and Senior Fund Accountant at AEGON - Western Reserve Life (WRL) and The Vanguard Group.

In addition to his financial expertise, Alan is proficient in mutual fund, ETF and insurance product financial reporting, investment fund accounting / compliance, audit, regulatory reporting, process improvement, developing talent, and establishing effective relationships from the boardroom to the front-line. He has a proven track record of providing excellent service with tangible results to clients, partners, and colleagues.