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Gail Weiss

Executive financial services leader specializing in asset management operations and governance

Benefit Trust CompanyLondon Metropolitan UniversityLeawood, Kansas, USA28 Years ExperienceExecutive Level

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Experience

Non-Executive DirectorBenefit Trust Company · Jan 2025 – Presentpart-time
Non-Executive DirectorSurus Trust Company · Jan 2024 – Presentpart-time
Executive & Non-Executive DirectorAon Trust Company · Jan 2015 – Presentpart-time
Executive DirectorAon Premium Finance LLC · Jan 2022 – Jan 2024part-time
Non-Executive DirectorPaxos National Trust Company · Jan 2022 – Jan 2023part-time
Non-Executive DirectorAdvisor Trust Company · Jan 2013 – Jan 2015part-time
Executive DirectorSunGard Global Execution Services Limited · Jan 2008 – Jan 2011
Executive DirectorInternational Clearing Trust Company · Jan 2002 – Jan 2007
Global Chief Operating Officer, Investment SolutionsAon plc · Jan 2016 – Jan 2025
Chairman of the BoardAon Trust Company · Jan 2019 – Jan 2025part-time
President & Chief Trust OfficerAon Trust Company · Jan 2016 – Jan 2025
VP, Head of Global Business DevelopmentDepository Trust & Clearing Corporation (DTCC) · Jan 2011 – Jan 2015
Managing Director, Wealth Management ServicesFIS · Jan 2008 – Jan 2011
Managing DirectorCharles Schwab Corporation · Jan 2006 – Jan 2007
President, International Clearing Trust CompanyCharles Schwab Corporation · Jan 2006 – Jan 2007
President & Founding PartnerGail Weiss & Associates · Jan 1998 – Jan 2006freelance

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Education

London Metropolitan Universitydoctorate, Strategic Management
London Metropolitan Universitymaster, Financial Regulation & Compliance Management
Georgetown Universitybachelor, Economics

Awards

  • Fund Platform Group Award for contributions to European fund industry (2014)

Skills

Regulatory complianceData governanceAsset management operationsInvestment technology transformationRisk oversightCorporate governanceBoard leadershipAudit committee leadershipGovernance committee leadershipFiduciary responsibilityGlobal strategyTrust servicesFiduciary risk managementCompliance frameworksRisk frameworks

Languages

English

Certifications

Certified Investment Fund Director (CIFD) – IOB, University College DublinUK Financial Conduct Authority (FCA) Approved (CF1 - Director, CF29 – Significant Management, CF30 - Customer, SMF24 – Chief Operations)FINRA Series 7FINRA Series 24FINRA Series 66 (Maryland)Management Studies - University of Oxford

Publications

1 publication

Corporate governanceCEO dualityBanking performanceFinancial regulation and compliance

Memberships

  • Fiduciary Risk & Compliance Roundtable

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Connect with Gail

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Typically responds within 24 hours

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Gail WeissExecutive financial services leader specializing in asset management operations and governance