
Manny Batalla Cipm Iaccp
Goal-oriented financial services professional and military veteran offering 17+ years of experience leading key growth initiatives within the... | Seattle, Washington, United States
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Manny Batalla Cipm Iaccp’s Emails ba****@zc****.com
Manny Batalla Cipm Iaccp’s Phone Numbers 1206682****
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Manny Batalla Cipm Iaccp’s Location Seattle, Washington, United States
Manny Batalla Cipm Iaccp’s Expertise Goal-oriented financial services professional and military veteran offering 17+ years of experience leading key growth initiatives within the private and public sectors. Known as an expert in delivering innovative, reliable, cost-saving solutions and strategies that streamline and automate processes and uphold a world-class client experience in a fast-paced environment. Committed, analytical, and hands-on with a proven progressive career reflecting strong relationship management experience that collaborates with motivated teams. Highly praised for self-directed, successful technology development leading to major advancements in account reporting, operations automation, project management, client communication, and timely delivery of work. Demonstrated expertise in leveraging advanced AI tools, including LLMs, to drive process efficiencies and innovation. Developed and implemented an acceptable use policy for AI tools, conducted firm-wide training sessions, and led live demos of approved AI tools. Led the development of enterprise AI solutions, significantly enhancing operational capabilities and strategic initiatives. Fluent in Spanish. Core Competencies ● Process Optimization ● CRM/Reporting Software ● Investor Relations Management ● Investment Portfolio Construction ● Investment Company Regulation ● Investment Adviser Regulation ● Global Investment Operations ● Project Management ● Capital Markets ● C-suite Communication ● AI Policy Development and Training ● Enterprise AI Tool Development
Manny Batalla Cipm Iaccp’s Current Industry Zevenbergen Capital Investments
Manny
Batalla Cipm Iaccp’s Prior Industry
Us Army
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Catholic Charities Of Oregon
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Strongminds
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Fisher Investments
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Aca Compliance
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Aca
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Zevenbergen Capital Investments
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Work Experience

Zevenbergen Capital Investments
Senior Compliance Analyst
Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Zevenbergen Capital Investments
Compliance Analyst
Sun Aug 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Aca
Principal Consultant
Mon Jul 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jul 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Aca Compliance
Consultant
Wed Jun 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jul 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Fisher Investments
Investment Associate
Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Strongminds
Finance and Operations Intern
Sat Mar 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Catholic Charities Of Oregon
Certified Tax Reviewer
Sun Dec 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Apr 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Us Army
Analyst
Thu Feb 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Dec 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)