Resumes
Resumes
Director, Senior Manager - Exchange Traded Funds And Specialized Products
View pageLocation:
Orlando, FL
Industry:
Financial Services
Work:
Targeting Senior Executive Level Operations Roles Sep 1, 2014 - Sep 2017
Grows Efficient, Successful Operations In Stable Businesses and Those Undergoing Significant Change
Legg Mason Sep 1, 2014 - Sep 2017
Director, Senior Manager - Exchange Traded Funds and Specialized Products
Bny Mellon Oct 2008 - Nov 2014
Managing Director - Etf Services Operations Department Head
Franklin Templeton Investments May 2005 - Jun 2008
Director - Global Fund Accounting
Aig Sunamerica Jan 2000 - Apr 2005
Assistant Treasurer and Assistant Vice President and Director - Mutual Fund Administration and Accounting
Grows Efficient, Successful Operations In Stable Businesses and Those Undergoing Significant Change
Legg Mason Sep 1, 2014 - Sep 2017
Director, Senior Manager - Exchange Traded Funds and Specialized Products
Bny Mellon Oct 2008 - Nov 2014
Managing Director - Etf Services Operations Department Head
Franklin Templeton Investments May 2005 - Jun 2008
Director - Global Fund Accounting
Aig Sunamerica Jan 2000 - Apr 2005
Assistant Treasurer and Assistant Vice President and Director - Mutual Fund Administration and Accounting
Education:
University of Houston - Clear Lake 1985 - 1987
Bachelors, Bachelor of Science, Accountancy
Bachelors, Bachelor of Science, Accountancy
Skills:
Fund Accounting
Mutual Funds
Etfs
Financial Services
Equities
Fund Administration
Asset Management
Securities
Investments
Fixed Income
Portfolio Management
Leadership Development
Derivatives
Financial Risk
Strategic Planning
Organizational Development
Operational Efficiency
Quality Improvement
Operations Process Improvement
Continuous Improvement
Procedure Development
Change Management
Transition Management
Regulatory Affairs
Turnaround Strategy
Global Custody
Client Services
Mutual Funds
Etfs
Financial Services
Equities
Fund Administration
Asset Management
Securities
Investments
Fixed Income
Portfolio Management
Leadership Development
Derivatives
Financial Risk
Strategic Planning
Organizational Development
Operational Efficiency
Quality Improvement
Operations Process Improvement
Continuous Improvement
Procedure Development
Change Management
Transition Management
Regulatory Affairs
Turnaround Strategy
Global Custody
Client Services
Certifications:
Certified Public Accountant
License 071250
License 071250 - Texas
License 071250
License 071250 - Texas