George Katsilieris is a seasoned financial services professional based in Boston, Massachusetts, with a career spanning over a decade. Since November 2014, he has been serving as Vice President of Relationship Management at Corporate Trust Services, U.S. Bank. In this capacity, Katsilieris leverages his extensive experience to manage client relationships and oversee various financial services operations.
Prior to his current role, Katsilieris held the position of Senior Analyst at Structured Trust and Analytics, State Street Bank, from August 2008. His responsibilities included performing and reviewing compliance and reporting deliverables for over $1 billion in individual management. He acted as Trustee for structured finance products, primarily Collateralized Debt/Loan Obligations, and managed client relationships for several structured finance products. Katsilieris also liaised with internal auditors, discussed strategy and operations enhancements with investment managers, and led a team of three analysts while training new department members.
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From January 2007, Katsilieris served as a Quality Control Specialist and Senior Fund Accountant at Senior Loan Services, State Street Bank. He performed internal auditing and quality control for over 115 portfolios worth $51 billion in book value. His role involved creating and reviewing daily quality control reports for over 40 employees, verifying and approving daily trade processing for over 100 portfolios, and training new departmental fund accountants.
Katsilieris began his professional journey as a Senior Fund Accountant at Senior Loan Services, Investors Bank & Trust, in June 2005. He liaised directly with clients and agent banks regarding trades, cash movement, liquidity, and discrepancies. He managed the financial reporting of four fund accountants to ensure daily procedures were performed accurately and advised the Client Conversion and Assimilation team on new fund implementation and client management assistance. He was promoted from Fund Accountant to Senior Fund Accountant in July 2006.
In addition to his roles in banking, Katsilieris gained valuable experience during a professional internship at A.G. Edwards & Sons, Inc., in Newport, Rhode Island, from December 2004. He developed portfolio performance reports at the request of financial advisors, reviewed individual client portfolios to assess potential risks, and aided finance advisors in preparation for client meetings.
Between August 2013 and November 2014, Katsilieris worked as an Accounting Operations Analyst at Fidelity Investments. He communicated individually with FMR shareholders on transaction requests, process guidelines, approvals, and validations. He developed strong, constructive relationships with internal corporate legal, human resources, corporate tax, and technology groups. His responsibilities also included processing complex recurring distributions and payments for Fidelity’s share-based compensation plan, auditing and reconciling shareholder statements and distributions, and supporting internal audit inquiries.
Katsilieris holds a Bachelor of Science in Financial Management from Salve Regina University, where he studied from 2001 to 2005. His educational background laid a solid foundation for his career in financial services, equipping him with the knowledge and skills necessary to excel in various roles within the industry.
Throughout his career, Katsilieris has demonstrated specialized skills in client service, relationship management, financial analysis, accounting, and operations. He possesses accomplished internal auditing, compliance, and quality control expertise, along with strong technological skills. His motivation and focus have consistently promoted a favorable and proficient professional experience for his clients and colleagues alike.
