Robert Dineen Email & Phone Number

Stamford, Connecticut

Stamford, Ct

Greater New York City Area

Lead consultant engagements evaluating trading and fund management procedures, identify gaps and risk points to be addressed, identify opportunities for improvement and provide action steps to resolve gaps and implement improvement opportunities

Columbus, Ohio Area

Operations Leader responsible for the accomplishment of strategic goals. Also, remotely led the Global Custody Oversight Team, In-Business Automation team and an offshore team. • Global Metrics Model (North America, Europe & Asia) - led cross-functional team in defining, collecting and analyzing manual touch points data for functions such as trading, reconciliation, pricing and corporate actions. Utilized Citi Collaboration tool to coordinate, communicate and deliver best practices… Show more Operations Leader responsible for the accomplishment of strategic goals. Also, remotely led the Global Custody Oversight Team, In-Business Automation team and an offshore team. • Global Metrics Model (North America, Europe & Asia) - led cross-functional team in defining, collecting and analyzing manual touch points data for functions such as trading, reconciliation, pricing and corporate actions. Utilized Citi Collaboration tool to coordinate, communicate and deliver best practices strategies for various regions. The team was able to reduce manual touch points by 10% in 2016 and 20% in 2017. Each region was able to reduce headcount or redeploy FTEs.• Utilized Agile methodology to successfully plan and direct the implementation of FIS’ Control Center (workflow application) that increased the automation of NAV production. Project delivered on time, on budget and seamless client transition from legacy process.• Marginal Gains Champions Team – facilitated strategic thinking exercises with North America daily processing teams to identify productivity opportunities. Automation and other process changes were used to complete 73 projects (out of 114 ideas). Total productivity gain was 8+ equivalent FTEs. • Dually Listed – effectively completed a platinum client request to use Sedol/Cusip as the primary Security Identifier as opposed to the ISIN. New initiative and critical time sensitive project, involving 15 custodians in multiple regions (North America, Europe & Asia). • Established custodian scorecards quantitatively measuring key indicator processes for internal & external customers.• Seamlessly executed on-boarding all new clients/accounts (200+ annually). Show less

Stamford, Ct

GE Asset Management – VP & Director of Operations (2004 – 2010)Officer - GE Investment Distributors (GEID)Responsible for strategy and management of operational components of institutional and retail mutual funds, full service 401K and GE Interest Plus. • Utilized six sigma quality and effective vendor management to deliver six sigma service levels to GE customers from multiple customer service centers (80% answered within 20 seconds and < 2% abandoned) • Established… Show more GE Asset Management – VP & Director of Operations (2004 – 2010)Officer - GE Investment Distributors (GEID)Responsible for strategy and management of operational components of institutional and retail mutual funds, full service 401K and GE Interest Plus. • Utilized six sigma quality and effective vendor management to deliver six sigma service levels to GE customers from multiple customer service centers (80% answered within 20 seconds and < 2% abandoned) • Established a market timing committee with representation from Legal, Compliance & Operations which ensured compliance with SEC Rule 22C-2. Phase I updated 238 contracts. Phase II created ability to receive underlying data for 32 omnibus relationships.• Negotiated 5 year transfer agent extension with fee reduction of 8% ($250K annual savings).• Named interim Chief Compliance Officer for GEID 2006.GE Financial Assurance – Director of Operations (1999 – 2004)Responsible for strategy and management of operational components of retail mutual funds, full service 401K and GE Interest Plus.• Planned and directed 3 successful conversions within 22 months, all delivered on time and on budget with minimal impact to the customer. Provided significant savings ($2.8M annually) to GE while providing increased functionality to the program and its respective customers. September 2004 – Executed Transfer Agent Conversion from BFDS to PFPC (88 funds, 250K direct accounts, $16.4B AUM) April 2003 – Converted full service 401K platform from CitiStreet to BISYS (37 plans, 140K participants and $1.5B AUM) November 2002 – Transitioned GE Interest Plus Program from Northern Trust to BISYS (120K accounts, $4B AUM)Manager – Trade Support (1996 – 1999) Responsible for trade settlement of domestic and international equities, taxable and tax-exempt securities, options and futures. • Led cross-functional team of 20 for over 6 months in preparation and delivered a seamless implementation of the euro Show less

Bs, Public Accounting

Mba, Business Administration