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Simon Zhao

Banking Operations Analyst I

Serving as a Banking Operations Analyst, Simon draws on his previous experience in the financial-services industry to provide clients with practical support on account transactions. He takes a hands-on approach in assisting fiduciaries with all of their day-to-day banking needs, acting as an intermediary between clients and their particular bank. As a member of the Banking Services Team, he is adept at fielding inquiries on any of Stretto’s nationwide network of professional banking partners. His responsibilities also include sorting and analyzing account transaction data to ensure bank statements are accurate and preparing internal reports documenting recurring issues. Clients value his attention to detail and prompt response to resolving discrepancies or escalating issues when needed. Before joining Stretto, Simon held the position of Personal Banker at Bank of America.

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