Brian Dodd Email & Phone Number

Weymouth, Ma, Us

Quincy, Massachusetts, United States

I diligently manage offshore processing centers and three dynamic teams including billing, revenue, and performance for day-to-day tasks. Further, I lead team service delivery and production activities to ensure optimal operational workflow. It's worth mentioning that I maximize customer satisfaction by acting as primary contact and key escalation point for operational issues. Moreover, I manage the department's overtime budget as well as the cross-functional department budget. I recommend employee hiring, disciplining, promotions, salary increases, and bonuses. • Devised and established short/long-term strategies to improve overall operational performance.• Delivered individual ongoing training and development opportunities for staff.• Acted as a subject matter expert to analyze new business proposals related to client's billing/revenue collection and recommend appropriate action plan.• Played a key role in conducting compliance/fiduciary reviews, controls, and audits to maintain regulatory alignment.

Quincy, Massachusetts, United States

Based on my credible exposure to the industry, I evaluated employees' performance consistently and recommended continued growth. Also, I created workflow analytical reviews by providing analytical reviews with proper work distribution. I supported employees in reducing huge work volume, while supplying efficient time management for work processing betterment. Additionally, I delivered oversight services for offshore teams based in India. • Advanced to Senior Associate Manager position based on track record to deliver exceptional service consistently. • Implemented lean methodologies and utilized Excel/Access to revise and update numerous procedures and process. • Created projection tracker report for DB to track sent projections progress and approval emails received for DBF Cases.• Developed and established new procedure and report for the Hirtle Callahan process.• Utilized Right Fax application while working from home to fax request to JV/processing center.• Negotiated and succeeded to get sign and implement SLA between JV and WMS.• Updated DB roll events report SOP to save time by accurately and efficiently reviewing changes.

Quincy, Massachusetts, United States

In this role, I conducted domestic and foreign cash transactions, while processing client statements and assessing client assets. I addressed and resolved client inquiries as well as provided client-specific reporting. One of my contributions was that I monitored and ensured accuracy in account openings, account transitions, and custody fee implementation. I acted as main point of contact for all client inquiries and concerns with WealthConnect and global office platforms. Served as a committee member of Retention and DSTO Statement Automation. • Created and deployed statement audit to prevent privacy breaches.• Won "On the Spot" Award for delivering exemplary peer support consistently.• Functioned as software implementation specialist based on wide knowledge of applications.• Developed statement audit procedure, to prevent GLBA violations as well as a new overdraft procedure to streamline overdraft reporting.• Conducted testing for any and all upgrades to Global Plus, WealthConnect and Global Office related to MUP committee for Goldman Sachs and Galaxy relationships.• Designated a "supper user" for WealthConnect for presenting operating system to Goldman Sachs and implementing transition to new system from setting up ID's to modifying database to specifications.• Reduced time to complete audit from approximately 4 hours to 30 minutes by creating process to check month end pricing.