Holly Bragdon
Ms. Bragdon is an Executive Leader in the Financial Operations industry with a track record of driving operational excellence, business transformation, and scalable growth across organizations ranging from $33B to $1T AUM, including Fortune 500 global firms. She has a proven ability to manage AUM goals up to $350B and P&Ls of ~$75M, optimizing performance and enterprise efficiency.
A trusted mentor and trailblazer, Holly is adept at building and developing high-performing global teams at scale to drive long-term value and competitive advantage. She is experienced in enterprise technology, data, and automation strategy, with a growing focus on AI-driven innovation and intelligent process automation. Also, known for calm, decisive leadership under pressure, advising asset managers and private equity-backed firms on growth-aligned operations strategy to assess infrastructure and executional readiness. The following are a few benchmark examples of her performance:
Operational Optimizations and M&A Integration
Post-acquisition, her client leadership sought to address scalability, risk, and account growth challenges caused by a manual, time-intensive reconciliation system. Holly sought to lead the development of an automated system for hundreds of disparate data feeds, ~25M tax lots, and 1M+ daily transactions. She served as a Business Owner, managing teams, deliverables, and timelines to ensure scalability and mitigate risk. This reduced start-of-day processes by 6 hours, cut manual exception management by 99%, and enabled 20% YoY growth.
Technology Alignment
A client’s M&A-related incompatibilities in systems, processes, and teams for managing market data led to errors/inefficiencies. Holly set to design and implement a scalable operational framework. She partnered with technology teams to design an integrated master market data service, established a risk committee, and created new roles for data accuracy and consistency. Within 90 days, these efforts decreased data-related errors by 36%, eliminated redundant processes, and improved operational efficiency by ~50%.
See Holly’s Full Project Profile Here