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Alissa Felice
Director of Operations
Alissa Felice is the Director of Investment Operations at Civic Financial, a wealth management firm based in Boston, Massachusetts.12 In this role, she is responsible for coordinating the wealth management operations of the company.12
Professional Background
Alissa's career in financial services spans several years, with her current position at Civic Financial being a key role in her professional journey. Prior to joining Civic Financial, she worked at Red Hat as a Workplace Manager.35 Her experience in operations and workplace management has likely contributed to her current responsibilities in overseeing investment operations.
Responsibilities
As the Director of Investment Operations, Alissa's duties include:
- Overseeing account openings and asset transfers
- Coordinating various aspects of wealth management operations12
- Ensuring smooth operational processes within the firm
Recognition
Alissa is part of a team that has received recognition in the wealth management industry. In a LinkedIn post, she mentioned that several members of the Civic Financial team were recognized by Forbes for outstanding work in the wealth management space.4
Professional Network
Alissa is active on professional networking platforms, maintaining a LinkedIn profile with the username alissa-felice-ab50518.2 This allows her to connect with other professionals in the financial services industry and share updates about Civic Financial's achievements and initiatives.
Alissa Felice's role at Civic Financial places her at the heart of the firm's operational activities, contributing to the efficient management of client assets and the overall success of the company's wealth management services.
