Feb 2024 - Present
AeroLeads people directory · profile
Dan Marsh Email & Phone Number
Assistant Controller at HarbourVest Partners
at
HarbourVest Partners
1 work email found
@jpmorgan.com
6 phones found area 508 and 856
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Assistant Controller at HarbourVest Partners
Location
North Easton, Massachusetts, United States
Company size
Who is Dan Marsh? Overview
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Quick answer
Dan Marsh is listed as Assistant Controller at HarbourVest Partners at HarbourVest Partners, a company with 668 employees, based in North Easton, Massachusetts, United States. AeroLeads shows a work email signal at jpmorgan.com, phone signal with area code 508, 856, and a matched LinkedIn profile for Dan Marsh.
Dan Marsh previously worked as Assistant Controller at Harbourvest Partners and Vice President at J.P. Morgan. Dan Marsh holds Masters Of Science In Accounting, Accounting from University Of Massachusetts Boston.
Company email context
Email format at HarbourVest Partners
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{first}.{last}@jpmorgan.com
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AeroLeads found 1 current-domain work email signal for Dan Marsh. Compare company email patterns before reaching out.
Profile bio
About Dan Marsh
Highly motivated professional with proven analytical and financial skills with a background in accounting. Some key areas of strength that I have developed and refined while at State Street include:• Process & System improvement: Proven ability to quickly understand, adopt and guide others in the implementation of new system tools and processes while also analyzing existing procedures for improvements in efficiency or automation. • Project Management: Strong track record of initiating and planning projects as well as overseeing teams to ensure their successful completion within the specified timeframe.• Communication Skills: Recognized as both a strong team player internally and externally. Have received praise from clients regarding commitment to service and from peers for teamwork and leadership abilities. Able to communicate effectively with Senior Management with a high level of confidence and composure. Received a Masters of Science in Accounting (MSA) from the University of Massachusetts Boston in 2008 and am currently eligible to sit for the Uniformed Certified Public Accounting (CPA) Exam.
Listed skills include Financial Analysis, Accounting, Fund Administration, Excel, and 13 others.
Current workplace
Dan Marsh's current company
Company context helps verify the profile and gives searchers a useful next step.
Harbourvest Partners
7 roles
Dan Marsh work experience
A career timeline built from the work history available for this profile.
Vice President
Feb 2021 - Feb 2024
Associate
Apr 2017 - Feb 2021
Assistant Vice President
Alternative Investment Solutions, Client Business Solutions group
Apr 2015 - Mar 2017
Officer, Private Equity Fund Services
- Managed staff to ensure the proper treatment of daily accounting and bookkeeping records for large private equity client. Reviewed quarterly trial balance and associated work papers prepared by staff prior to client.
- Designed and tested group-wide macros, mainly Excel based (VBA), to reduce manual interaction between staff and ledgers. Development resulted in reduced risk of incorrect postings, increased consistency across fund.
- Created templates used to reconcile and analyze system generated reports prior to sending to client. Created an investment reconciliation template to compare client reporting with internal reporting which served.
- Received AIS Division Management Award in July 2013 for excellence in innovation.
Oct 2011 - Apr 2015
Senior Associate, Custody Operations
- Directly managed staff to deliver daily cash reporting in a timely and accurate manner. Multiple daily deliverables for 150+ funds across 7+ clients in Center of Excellence (CoE) processing model. Main point of contact.
- Built and maintained strong relationships with clients and external vendors. Resulted in reduced turnaround time for inquiries and settlement of issues with cash payments or market trades. Worked diligently with staff.
- Assisted with process improvements needed as a result of new operating model. Processes included setting up templates for daily postings and custody cash movements, development of template for batch trade processing.
Aug 2008 - Oct 2011
Associate, Mutual Fund Services
- Serviced multiple full service funds including daily posting cash and security movements, processing of derivatives, market trade settlements, cash wire preparation and submission, corporate actions, trial balance.
- Obtained experience with a variety of mutual funds comprised of fixed income, equity, money market, fund of fund, multi-managed, multi-classed, and international funds. Worked daily with investment types such as fixed.
- Played a major role in bank conversion from IBT to State Street Bank, including system integrations, nightly reconciliations for custody to accounting, extensive internal training, and managing new staff members.
Mar 2007 - Aug 2008
Team & coworkers
Colleagues at HarbourVest Partners
Other employees you can reach at harbourvest.com. View company contacts for 668 employees →
RM
Robert Mitchell
Colleague at Harbourvest Partners
Gardner, Massachusetts, United States, United States
View →
JZ
Junyi Zang
Colleague at Harbourvest Partners
Hong Kong SAR, Hong Kong
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DT
Dawn Tay
Colleague at Harbourvest Partners
Singapore, Singapore
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KK
Katarina Kostuniak
Colleague at Harbourvest Partners
Greater London, England, United Kingdom, United Kingdom
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TH
Tim Hays
Colleague at Harbourvest Partners
Concord, Massachusetts, United States, United States
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KL
Kennedy Lee
Colleague at Harbourvest Partners
United States, United States
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GS
Gregory Sauer
Colleague at Harbourvest Partners
Greater Boston, United States
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AS
Ana S Sandoval
Colleague at Harbourvest Partners
Boston, Massachusetts, United States, United States
View →
MD
Marybeth Dolan
Colleague at Harbourvest Partners
United States, United States
View →
JW
Jinxuan Wu
Colleague at Harbourvest Partners
Copenhagen, Capital Region Of Denmark, Denmark, Denmark
View →
Robert Mitchell
Colleague at Harbourvest Partners
Gardner, Massachusetts, United States, United States
View →
JZ
Junyi Zang
Colleague at Harbourvest Partners
Hong Kong SAR, Hong Kong
View →
DT
Dawn Tay
Colleague at Harbourvest Partners
Singapore, Singapore
View →
KK
Katarina Kostuniak
Colleague at Harbourvest Partners
Greater London, England, United Kingdom, United Kingdom
View →
TH
Tim Hays
Colleague at Harbourvest Partners
Concord, Massachusetts, United States, United States
View →
KL
Kennedy Lee
Colleague at Harbourvest Partners
United States, United States
View →
GS
Gregory Sauer
Colleague at Harbourvest Partners
Greater Boston, United States
View →
AS
Ana S Sandoval
Colleague at Harbourvest Partners
Boston, Massachusetts, United States, United States
View →
MD
Marybeth Dolan
Colleague at Harbourvest Partners
United States, United States
View →
JW
Jinxuan Wu
Colleague at Harbourvest Partners
Copenhagen, Capital Region Of Denmark, Denmark, Denmark
View →
2 education records
Dan Marsh education
Masters Of Science In Accounting, Accounting
Bachelor Of Science In Management, Accounting
FAQ
Frequently asked questions about Dan Marsh
Quick answers generated from the profile data available on this page.
What company does Dan Marsh work for?
Dan Marsh works for HarbourVest Partners.
What is Dan Marsh's role at HarbourVest Partners?
Dan Marsh is listed as Assistant Controller at HarbourVest Partners at HarbourVest Partners.
What is Dan Marsh's email address?
AeroLeads has found 1 work email signal at @jpmorgan.com for Dan Marsh at HarbourVest Partners.
What is Dan Marsh's phone number?
AeroLeads has found 6 phone signal(s) with area code 508, 856 for Dan Marsh at HarbourVest Partners.
Where is Dan Marsh based?
Dan Marsh is based in North Easton, Massachusetts, United States while working with HarbourVest Partners.
What companies has Dan Marsh worked for?
Dan Marsh has worked for Harbourvest Partners, J.P. Morgan, State Street, and Investors Bank & Trust.
Who are Dan Marsh's colleagues at HarbourVest Partners?
Dan Marsh's colleagues at HarbourVest Partners include Robert Mitchell, Junyi Zang, Dawn Tay, Katarina Kostuniak, and Tim Hays.
How can I contact Dan Marsh?
You can use AeroLeads to view verified contact signals for Dan Marsh at HarbourVest Partners, including work email, phone, and LinkedIn data when available.
What schools did Dan Marsh attend?
Dan Marsh holds Masters Of Science In Accounting, Accounting from University Of Massachusetts Boston.
What skills is Dan Marsh known for?
Dan Marsh is listed with skills including Financial Analysis, Accounting, Fund Administration, Excel, Custody, Account Reconciliation, Private Equity, and Word.
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