Verified recordFinancial Services

Xandra Pendergrass

Chief Compliance Officer (CCO) & Chief Operating Officer (COO) at Liberty Atlantic Advisors

Based in La Spezia, Italy

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Seniority

Other

Department

Other

Location

La Spezia

Industry

Financial Services

Company size

7

Contact information

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Email

1 credit

x•••••••@libertyatlantic.com

Phone

5 credits

+39 ••• •••• ••••

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Background

About Xandra Pendergrass

As the Chief Compliance Officer (CCO) and Chief Operating Officer (COO) at Liberty Atlantic Advisors, a wealth management firm specializing in serving American expats in Europe, I lead compliance initiatives and drive operational excellence. I oversee the firm's compliance program, ensuring regulatory adherence and upholding the highest ethical standards, while implementing strategic operational improvements to optimize efficiency and scalability. In addition to my current role, I draw on 15+ years of experience as a Chief Operating Officer and my work as an Operations Strategy Consultant. Over my career, I have developed and measured firm strategy, policies, and procedures; provided oversight and guidance across all departments; and collaborated with compliance leadership to ensure regulatory success. My mission remains to help organizations—whether established firms or small teams—start up, grow, and achieve operational excellence. I offer strategic advice and hands-on support in areas such as systems and data setup, process development, compliance procedures, operations strategy, and business tracking. I am passionate about creating effective management cultures that enhance the client experience, boost productivity, and retain talent. I approach every challenge with a collaborative mindset, leveraging tools and strategies to drive meaningful results.

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