TSL Express Daily News
The Secured Lender
SFNet's The 81st Annual Convention Issue
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Top 5 Apps for Organizing
Mar 7, 2019If you’re like most of us, we try to stay organized in business and life, but it gets increasingly complicated…
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The Importance of Stretching
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SFNet's 40 Under 40 Award Winners Panel Recap
Mar 6, 2019Moderator: Samantha Alexander, regional underwriting manager, Wells Fargo Capital Finance’s Corporate Asset Based Lending group and 2016 CFA 40 Under…
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SFNet's Inaugural YoPro Leadership Summit
Mar 6, 2019The Secured Finance Network brought together the next generation of commercial finance leaders for a full day of learning and…
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It’s a Marathon, Not a Sprint
Aug 22, 2018I was recently invited to participate in an executive panel to answer questions from a credit training class comprised of...
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It’s Not Too Late – Five Member Benefits to Cash In On Now
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It’s Time To Break Up With Your Phone
Jul 18, 2018Do I have your attention? Let’s be honest here: do you have the attention span to read this article? Compared…
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Lien Management – What You Need to Know
Jun 6, 2018UCC filing is the cornerstone of all loans and every lien portfolio...
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Potential Impacts of Blockchain on Commercial Lending
Jan 15, 2018By Raja Sengupta, Executive Vice President and General Manager, Wolters Kluwer’s Lien Solutions When it comes to the rising importance…
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How to be a Good Leader
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Fintech and Due Diligence – Disruptors and Established Firms Evolve
Oct 30, 2017The fintech sector has gone through a number of manifestations in the past two decades.
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A Commercial Banker’s Tickler Transition Plan
Oct 18, 2017Just do a keyword search for “bank tickler,” and you’ll quickly realize that banks are still heavily reliant on manual…
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Understanding and Developing Your Personal Brand: Four Steps to a More Intentional Career Progression
Sep 5, 2017It is imperative for individuals to have a general idea about their future career aspirations, just as companies should have clearly defined strategies.
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Selecting a Technology Vendor: 3 Questions to Ask
Jul 5, 2017As with anything else at your bank, selecting a technology vendor can be a challenging decision. Users from across different…
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Why Back-Office Lending Automation Enhances Customer Satisfaction
Apr 25, 2017Every bank strives to keep its customers happy. Of course, some institutions are better at achieving this goal than…
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The Lost Art of the Loan Purchase
Mar 2, 2017Purchasing a loan directly from a bank whether at par or discount is a not-often-used technique that is easily…
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Audit Prep: Why a Paperless Approach Makes Sense
Feb 15, 2017How much time does your financial institution spend preparing for audits? We recently surveyed 187 community banks, and the results…
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Back Office Support Services: Helping you approve more clients
Feb 7, 2017How many times have you come across a potential client who’s financials are either not up to date, not accurate,…
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“All Assets” is the Key When Drafting UCC-1 Financing Statement Collateral Descriptions
Jan 30, 2017Even when prepared by outside or in-house counsel, many lenders pay close attention to draft UCC financing statements before they…
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Paper Loan Files: Does Your Bank Know the True Cost?
Jan 12, 2017Sure, there’s a tangible cost associated with deploying an electronic loan imaging system. Software, support, and scanning hardware are just…
January 9, 2025
Source: Ocorian
Ocorian, market leader in asset servicing for private markets and corporate and fiduciary administration, has added Lynne Westbrook as Head of Fund Services Dallas, to the team, as it continues to expand its business in the US.
She will lead and manage the Fund Services business in Dallas with responsibility for operational service delivery and local relationships with clients and intermediaries, as Ocorian continues to expand its domestic presence in the US following the acquisition of EdgePoint Fund Services.
Prior to joining Ocorian she was a director in private markets at Aztec Group and previously worked in the UK as a vice president at JP Morgan and has held roles at LoneStar and SS&C. Her experience in a 20-plus year career includes expertise in accounting and financial reporting, working in private equity funds, supporting LPs and managing fund administration.
Yegor Lanovenko, Global Co-Head of Fund Services at Ocorian, said: “Lynne’s experience supporting both global and US managers across private asset classes will make a major contribution as we continue to grow our presence in the US.
Lynne Westbrook added: “It is an exciting time to join Ocorian and play a role in the ongoing growth of the business supporting both US managers and European clients expanding in the US, especially with the recent acquisition of the EdgePoint team. Ocorian is clearly dedicated to expanding in the US and I take great pride in contributing to this effort.”
ENDS
Phil Anderson at Perception A on 044 7767 491 519
Notes to editors
Ocorian in the US
Ocorian first entered the US market in 2021 with the acquisition of Philadelphia-based Emphasys Technologies, marking the start of its expansion across the country. Since then, the company has been enhancing its onshore capabilities, making key hires and building out its service offerings to support its growing client base, most recently announcing the acquisition of EdgePoint in Dallas, Texas (LINK).
Through its New York operations at 505 5th Avenue, Ocorian provides fund managers, private clients, and companies with access to structuring and fund domiciliation hubs worldwide, from Europe and the Middle East to the Caribbean, Latin America, Africa, and Asia Pacific.
The firm's extensive network enables it to deliver proactive administration and compliance solutions that optimise investment performance and business operations across the debt, private, and capital markets.
About Ocorian
Ocorian is a global leader in fund services, corporate and trust services, capital markets, and regulatory and compliance support.
Unlocking new value for its clients across jurisdictions and service lines is Ocorian’s priority; it manages over 17,000 structures on behalf of 8,000+ clients including financial institutions, large-scale international organisations, and high-net-worth individuals.
Ocorian provides fully compliant, tailored solutions that are individual to clients’ needs, no matter where in the world they hold financial interests, or however they are structured.
The group offers a full suite of corporate, fund and private client services across a network of offices spanning all the world’s financial hubs. Locations include Bermuda, BVI, Cayman, Denmark, Finland, Germany, Guernsey, Hong Kong, Ireland, Isle of Man, Jersey, Luxembourg, Mauritius, Netherlands, Norway, Singapore, Sweden, UAE, the UK, and the US.
To find out more about Ocorian and its services, including regulatory information, visit www.ocorian.com

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