Lee Beard

Lee Beard is an experienced finance professional specializing in Client Money and CASS compliance. Since June 2024, Lee has been serving as a Client Money Senior Accountant at Tradu. Prior roles include CASS Oversight Officer at ITI Capital, where compliance with FCA CASS regulations was a primary responsibility, and CASS Specialist at BlackRock, overseeing external audit processes. Additional experience encompasses roles at Wells Fargo as an Operational Risk Consultant and at VANGUARD ASSET MANAGEMENT as a CASS Specialist/Consultant. Lee has a comprehensive background in CASS oversight, governance, and risk management, with previous positions held at Cofunds, SEI Investments, Lehman Brothers, Citi, and Pershing Limited.