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Brian Snodgrass Email & Phone Number
Senior Client Service Manager
at
S&P Global
1 work email found
@ihsmarkit.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Senior Client Service Manager
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
Who is Brian Snodgrass? Overview
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Quick answer
Brian Snodgrass is listed as Senior Client Service Manager at S&P Global, a company with 16 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at ihsmarkit.com and a matched LinkedIn profile for Brian Snodgrass.
Brian Snodgrass previously worked as Senior Client Advisor Representative at State Street and Expense Senior Associate at State Street. Brian Snodgrass holds Mba, Concentration In Organizational Behavior, 3.4 Gpa from Suffolk University - Sawyer Business School.
Company email context
Email format at S&P Global
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{first}.{last}@ihsmarkit.com
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Profile bio
About Brian Snodgrass
Client relations professional with over 19 years of experience in budget analysis and project planning for new client onboarding. Adept at working in a dynamic environment focused on continuous improvement through procedures to enhance business processes. Ability to prioritize workload and multi-task; flexible to changing priorities and making objective decisions after analyzing data. Reputation as a self-directed professional with excellent problem-solving, communication, analytical, and management skills.Key Areas of Competency:• Expense Budgeting
Listed skills include Securities, Financial Services, Mutual Funds, Analysis, and 27 others.
Current workplace
Brian Snodgrass's current company
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S&P Global
7 roles
Brian Snodgrass work experience
A career timeline built from the work history available for this profile.
Senior Client Service Manager
Current
Jan 2017 - Present
Senior Client Advisor Representative
- Acted as primary contact, liaison, and escalation point for operational issues between clients and internal teams.
- Identified processing gaps and timeliness delays and created standardized templates for clients for trade processing efficiency in addition to automating numerous client custody transactions.
- Coordinated the implementation of new fund startups and client conversions project to ensure timely setup.
- Assisted with several multi-million dollar trade cycles for new fund starts and intervened to ensure trade settlement.
- Maintained communication with over 100 investment managers and clients to ensure ongoing satisfaction while providing immediate resolution for all trade, FX, and wire processing issues and ad hoc accounting recon.
- Created and maintained daily custody trade and cash forecasting reports and any ad hoc reporting on tight deadlines.
May 2014 - Jan 2016
Expense Senior Associate
- First level sign off for annual, quarterly, and monthly expense budgets, daily payments, expense ratios, and accruals as well as monthly asset-based management, service, and distribution fees.
- Oversaw five direct reports while training, developing, and motivating staff.
- Led all new onboarding projects, creating new client procedures, checklists, and ad hoc deliverables.
- Reviewed annual 1099 tax filings, 24f-2 expenses while ensuring all new Fund Prospectus and SAL updates.
Oct 2012 - May 2014
Associate Ii/Senior Associate
- Analyzed and signed off on daily and monthly compliance testing for foreign and domestic mutual funds.
- Created monthly distributions, expenses, budgets, and expense accruals in addition to client ad hoc reporting.
- Prepared ad hoc reporting tables for NSAR filing in addition to preparing quarterly financial reporting statements.
- Designed client-specific checklists and macros which reduced and eliminated manual processing errors.
Feb 2006 - Oct 2012
Global Operations Rep. Ii
-Created new security masters for FA and processed all new Corporate Action securities.-Analyzed securities held by checking all NAV impacting fields against Bloomberg. -Created standardized processing for security masters through online web procedures.
Dec 2004 - Feb 2006
Portfolio Administrator
- Created all new bank security masters and processed ad hoc corporate action events.
- Cross-checked all new and modified securities to ensure NAV accuracy for bank-wide pricing.
- Managed the daily cash projections and processed foreign and domestic trade per daily SLA deadlines.
- Processed and analyzed all general ledger entries related to FXs, trades, dividends, interest, and corporate actions.
Mar 2004 - Dec 2004
3 education records
Brian Snodgrass education
Mba, Concentration In Organizational Behavior, 3.4 Gpa
B.A., Political Science
Education record
Holmdel High School
FAQ
Frequently asked questions about Brian Snodgrass
Quick answers generated from the profile data available on this page.
What company does Brian Snodgrass work for?
Brian Snodgrass works for S&P Global.
What is Brian Snodgrass's role at S&P Global?
Brian Snodgrass is listed as Senior Client Service Manager at S&P Global.
What is Brian Snodgrass's email address?
AeroLeads has found 1 work email signal at @ihsmarkit.com for Brian Snodgrass at S&P Global.
Where is Brian Snodgrass based?
Brian Snodgrass is based in Dallas-Fort Worth Metroplex, United States, United States while working with S&P Global.
What companies has Brian Snodgrass worked for?
Brian Snodgrass has worked for S&P Global, State Street, State Street Corporation, and Investors Bank & Trust.
How can I contact Brian Snodgrass?
You can use AeroLeads to view verified contact signals for Brian Snodgrass at S&P Global, including work email, phone, and LinkedIn data when available.
What schools did Brian Snodgrass attend?
Brian Snodgrass holds Mba, Concentration In Organizational Behavior, 3.4 Gpa from Suffolk University - Sawyer Business School.
What skills is Brian Snodgrass known for?
Brian Snodgrass is listed with skills including Securities, Financial Services, Mutual Funds, Analysis, Investments, Bloomberg, Portfolio Management, and Asset Management.
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