InvestOps USA 2026

March 9 - 11, 2026

JW Marriott Grande Lakes, Orlando

Charlie Dwyer

Charlie Dwyer

Consultant Cutter Associates
A global operations and technology executive with experience supporting asset management, wealth management, and global asset servicing businesses, providing global business and process analysis; regulatory risk and control analysis; client and business due diligence, divestitures, acquisitions, and outsourcing; budgeting and vendor negotiations. Experience included: eight years as the Director of Global Technology and Operations with the Asset and Wealth management division of Deutsche Bank; Responsible for supporting the global operational and technology requirements of the US Division, managing the assessment of a third-party middle-back office service provider and the development and testing of scripts with business partners and coordinated vendor activities to meet the business requirements.

Main Day 2 | March 11th

9:00 AM Innovation Keynote: From Vision to Execution: How we adapted our strategy, talent and technology to deliver an agile, scalable and value-creating operations function that enables real business growth

  • What principles guide Rashmi Badwe’s vision for a high-performing operations function at TIAA?
  • How is the team aligning operational strategy with TIAA’s broader business growth objectives?
  • What innovations or process improvements are being introduced to set a new standard in operational excellence?
  • How is TIAA building the talent, technology, and culture required to position operations as a true growth enabler?

Check out the incredible speaker line-up to see who will be joining Charlie.

Download The Latest Agenda