Helen Van Ness
Senior Director
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Results-driven financial services executive with 25 years of experience
Extensive operating experience in financial planning and analysis, reporting and control, technology, and real estate cost transparency and strategic cost efficiency and growth initiatives
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Helen Van Ness is an accomplished and results-driven financial services executive with 25 years of industry experience, including 18 years as a Chief Financial Officer for Technology and Operations. She has extensive operating experience in financial planning & analysis, reporting & control, technology, operations and real estate cost transparency and strategic cost efficiency and growth initiatives.

Prior to joining A&M, Ms. Van Ness served at Morgan Stanley as Managing Director and CFO of Global Operations, Technology and Data organizations. She was responsible for managing a $5.3 billion cost base across all business divisions of the company. She was involved in managing down running costs by 10 percent over three years, and total annual cost for the first time. She was integral in managing the complex costs and synergies of the Morgan Stanley – Smith Barney Wealth Management multiyear integration for Technology and Operations.

She also served at Credit Suisse as CFO and Director of Technology Infrastructure Services. In this role, Ms. Van Ness was responsible for global financial management of over $1 billion in annual expenses. This included monthly analysis of direct expenses and business allocations, actual and budget variance analysis, measuring achievement to savings targets, cost/benefit analysis for synergy and convergence business cases, and selective offshoring and outsourcing of infrastructure functions.

Most recently, Ms. Van Ness has served as a consultant and advisor to the CEO and CFO at a major financial information provider. In this role, she supported executive management and finance team in budget understanding and reviews and the roll-out of a structured measurement, funding, and reporting methodology, including implementation of management reporting and analysis process for the majority of expenses.

She has also served in executive roles at Merrill Lynch and Lehman Brothers. She began her career at Chase Manhattan Bank.

Ms. Van Ness earned a bachelor's degree in accounting from Boston College. She serves on the board and executive committee of a non-profit college preparatory high school.