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BNY Mellon’s Pershing appoints Emily Schlosser as Chief Operating Officer

By Pavithra R

July 22, 2020

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Pershing
Emily Schlosser

BNY Mellon’s Pershing, a leading global provider of global financial business solutions, has announced the appointment of Emily Schlosser as the company’s new chief operating officer (COO), effective immediately.

Emily Schlosser, as COO and member of Pershing’s Executive Committee, Schlosser will lead Pershing’s operational functions and will be involved in setting Pershing’s strategic direction.

Most recently, Ms. Schlosser as head of change for the Global Markets Division in Goldman Sachs. In this role, she led the transformation of their institutional client experience as well as major initiatives to drive new revenue streams, build scale, and manage risk and regulatory obligations.

Prior to joining Goldman Sachs, Ms. Schlosser served as COO of Corporate Services at E*TRADE, responsible for client service, technology, participant engagement, marketing, operations, finance, risk, and human resources. Both firm revenue and assets under management grew under her direction.

“We are thrilled to welcome Emily as Pershing’s chief operating officer. Client experience is a critical driver of today’s business decisions, and we believe this will continue for the foreseeable future. With her proven track record of driving major corporate transformations across financial services, experience structuring complex change programs, and success creating best-in-class client onboarding solutions, Emily will be integral in our efforts to continually elevate the advisor and investor experience,” said Jim Crowley, CEO of Pershing.

She holds Master of Business Administration (MBA) from Columbia Business School and a bachelor’s degree in Economics, Mathematical Statistics from Bucknell University.

BNY Mellon appoints Emily Portney as Chief Financial Officer.

Established since 1939, BNY Mellon’s Pershing and its affiliates provide global financial business solutions to broker-dealers, family offices, hedge fund, advisors, and ’40 Act fund managers, registered investment advisor firms and wealth managers. 

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