Jean Alvarez is an Operations Manager in Houlihan Capital’s Valuation and Financial Advisory group and has over 30 years of professional experience in the financial services industry. She manages the day-to-day operations by identifying and implementing process efficiencies, allocating resources, advising on new engagements, managing new leads, contracts and accounts receivable, and ensuring compliance with SOC requirements.
Prior to joining Houlihan Capital, Ms. Alvarez spent 25 years with U.S. Bank, holding positions in relationship management, audit, and operations. She most recently served as a senior leader in the operations arm of Wealth Management and Investment Services. Her responsibilities included people leadership and development, process improvement and efficiency, organizational risk mitigation, client service satisfaction, project innovation, and financial planning and forecasting.
Ms. Alvarez earned a Bachelor of Arts in Business Administration-Finance from the University of Wisconsin – Stevens Point.