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Georgeanna Wingate

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Georgeanna Wingate

Deputy Chief Operating Officer | Mariner

Oakland, California, United States

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Georgeanna Wingate

Summary

Georgeanna Wingate is a seasoned executive with over two decades of experience in the financial services sector, particularly in banking and operations. She has a remarkable ability to drive operational excellence and talent development, evidenced by her leadership roles at First Republic Bank where she successfully scaled divisions and implemented innovative client service strategies. Georgeanna's strategic vision led to a significant increase in assets under management and employee retention at her previous organizations. Her career began at Morgan Stanley, where she honed her skills in compliance and operations management. With a strong focus on diversity, equity, and inclusion, she has championed initiatives that foster a collaborative work environment. Georgeanna's academic background includes a Bachelor of Science in Business Administration from Old Dominion University, and she holds multiple FINRA licenses. She is now seeking new opportunities to leverage her extensive expertise.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Georgeanna Wingate

Work Experience

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Deputy Chief Operating Officer at

Mariner

November 2023 - Present

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SVP, Head of Operations Shared Services at

First Republic

October 2022 - May 2023

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SVP, Head of Client Services & Advisor Onboarding at

First Republic

January 2015 - January 2022

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VP, Regional Private Wealth Client Service Manager at

First Republic

January 2011 - January 2015

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Senior Client Service Associate at

First Republic

January 2010 - January 2011

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VP, Operations Manager at

Morgan Stanley

February 2006 - January 2009

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Compliance Manager at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

August 2004 - February 2006

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Senior Registered Client Service Associate at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

December 2000 - August 2004

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Georgeanna Wingate

Education

Frequently Asked Questions about Georgeanna Wingate

What is Georgeanna Wingate email address?

Georgeanna Wingate's primary email address is ******************@marinerwealthadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Georgeanna Wingate work for?

Georgeanna Wingate is a Deputy Chief Operating Officer at Mariner, a company specializing in Functions related to depository banking.

Where Georgeanna Wingate graduated from?

Georgeanna Wingate holds a degree in Business from Old Dominion University.

How can I directly contact Georgeanna Wingate?

To contact Georgeanna Wingate directly, you can use the email address ******************@marinerwealthadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Georgeanna Wingate?

Georgeanna Wingate is a seasoned executive with over two decades of experience in the financial services sector, particularly in banking and operations. She has a remarkable ability to drive operational excellence and talent development, evidenced by her leadership roles at First Republic Bank where she successfully scaled divisions and implemented innovative client service strategies. Georgeanna's strategic vision led to a significant increase in assets under management and employee retention at her previous organizations. Her career began at Morgan Stanley, where she honed her skills in compliance and operations management. With a strong focus on diversity, equity, and inclusion, she has championed initiatives that foster a collaborative work environment. Georgeanna's academic background includes a Bachelor of Science in Business Administration from Old Dominion University, and she holds multiple FINRA licenses. She is now seeking new opportunities to leverage her extensive expertise.

Georgeanna`s contact details

mail

******************@marinerwealthadvisors.com

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