Dan Harris Email & Phone Number

Geneva, Switzerland

Geneva Area, Switzerland

• Extensive knowledge of Hedge Funds, Private Equities operations and sales.
• Setting up of multimillion Secondary Market deals with Brokerage houses and counterparties.
• Daily contacts with Fund Managers and Managing Partners
• Successfully planning and managing the migration of Alternative funds from the acquisition of several financial institutions (Private Banks and Fund of Funds).
• Main point of contact for UPB’s Offices regarding all Alternative investments operational queries/issues
• Heading meetings for the bank with Fund for all major and problematic transfers / deals

Nyon

• Setting up of Fund Desk to facilitate day to day dealing and client management
• Managing the creation/set up of a dedicated Hedge Fund Platform (Operations) with an AUM over USD 1 Billion
• Negotiations with Investment Managers, Custodians, Fund Administrators, Trustees
• NAV and performance Calculation, set up of Roll up’s, Gates, Sidepockets/SPV’s, Set up of secondary market deals.
• Problem solving for the Front Office and Middle Office
• Overseeing all Subscriptions, Redemptions, Transfers, Switches and Buy/Sells

Geneva, Switzerland

• Sales and Marketing Development Manager.
• Trade shows Representative, Identification of prospective clients and building relationships
• Marketing research

Geneva Area, Switzerland

• Account management
• Business Development/Sales: Institutional / Whit Labels / Money Managers - Exceeding account opening targets month on month
• Negotiation
• Compliance check on accounts
• Troubleshooting queries / support on platform Forex / Gold – Silver and Crude Oil

Nyon, Switzerland

• Daily liaison with defined portfolio (Key Accounts) of Pharmaceutical Companies, Universities, Blood Banks, Research Labs
• Supervising 65 field engineers in the U.K. as well as 4 service and 2 sales CSR’s
• Dealing and responding to incoming service enquires with the ability to meet multifaceted demand with optimum efficiency
• Adopting a planning based ‘problem solving’ approach to provide ground breaking results
• Training and development of new staff to achieve company’s objectives whilst improving customer satisfaction
• Streamlining of Engineer stock management and part delivery resulting in a cut of over 100’000GBP shipping expenditure