Binh Dang Email & Phone Number

Seattle, Wa, Us

Seattle, Wa, Us

Seattle, Wa, Us

Lead business analysts, project managers, and product owners in the strategic planning, prioritization, implementation of large-scale enterprise-wide projects and product governance.- Data Integration: Designed and revamped a program to transition 3800+ accounts with $450B of assets to a new middle office provider; integrated new accounting data into internal trading platforms and databases with zero financial error. - Product Development: Led the IT development of an internal analytics and fund management application for 50+ portfolio managers, over 400 portfolios with 7000+ underlying accounts.- Business Transformation: Worked collaboratively with the President, Chief Investment Officer, Head of Trading, Head of Research, COO, Chief Compliance Officer, & Chief Risk Officer on a program to move $30B of assets under external management to an internal trading model; Forecasted savings of $19M, 50% by Q2 and 100% by Q3, Actual year end savings were $21M.- Completed the program to move assets internally, on time, within budget, and without error. Won the "Game Changer" of the Year award and "Outstanding Business Partner" of the year award, the only 2 awards handed out annually.

New York, New York, Us

Led the Risk and Control Program Management Office for the Operations division globally, to conduct the Firm’s Balance Sheet Substantiation Policy across 170+ Executive Account Owners and directly managing 200K+ account instances with roughly $2 trillion USD annually.- Risk Management: Implemented a new systematic, rules based control process to detect high-risk balances, as a result over $15mm USD was identified and remediated. - Process Improvement: Established firm policy and standards for customer balance monitoring for all operational product areas and implemented a rolling review as part of the annual Risk and Control Self-Assessment.

New York, New York, Us

Oversaw the staffing, budgeting, training and management of 100 professionals across New York, New Jersey, Salt Lake City and Bangalore supporting post trade execution operations, settlement, compliance, client relationship management, and technology projects for all Fixed Income and Equities Institutional Sales and trading desks.- Client Relationship Management: Set up a Follow the Sun service model by region, providing 20/5 Single Point of Contact for top tier Clients.- Cost Reduction: Rolled out a new business support model by functional alignment, service level segregation and a 20% migration to high value locations resulting in a 40% cost reduction within 3 quarters.- Operational Scale: Increased 5% efficiency through root cause analysis, straight through processing (STP) and cross-training to manage strong IPO volume and balance volume spikes across 8 teams and 9 core Order Management Systems.

New York, New York, Us

Managed 20 professionals in the Chicago, New York and San Francisco offices supporting post trade execution operations, settlement, compliance, client relationship management, and technology projects.- Cost Reduction: Directed a large-scale departmental reorganization by elimination of regional offices and reducing costs by 15%.- Project Management: Led the development of the Fixed Income Account Master (FIAM) for the institutional trading desks that captured reference data required for KYC (Know-Your-Customer) regulatory rules.