Dan St Andre Email & Phone Number

San Francisco, California, United States

Positively inclined client service professional for financial services, • Global Institutional, Sub-advised, Defined Contribution, Defined Benefit Clients, managing all aspects of subscription and redemption from contracting to cash movement. Regulatory requirements addressed continually. Risk Management analyzed and ongoing, Compliance's first line of defense.• FINRA exam Series 7, 63 and CFTC Series 3 passed and current.• Directs client service strategies, focus on… Show more Positively inclined client service professional for financial services, • Global Institutional, Sub-advised, Defined Contribution, Defined Benefit Clients, managing all aspects of subscription and redemption from contracting to cash movement. Regulatory requirements addressed continually. Risk Management analyzed and ongoing, Compliance's first line of defense.• FINRA exam Series 7, 63 and CFTC Series 3 passed and current.• Directs client service strategies, focus on delivery of exceptional client support and enhancing multi-asset client interactions• Evolved role to include prospective client search via subscription tools• Leverages data to identify and engage potential institutional, retail and sub-advised clients, drive new business opportunities and expand the client base• Manages complex client relationships and provide strategic insights to meet their investment goals• Leads initiatives to improve client experience and streamline service processes, contributing to the firm’s growth and client retention Show less

• saint-andre - electric bass - genre defying art rock; toured west coast; recorded: "in italics"• Charles Atlas - electric bass - toured LA, hired gun• Zmrzlina - electric bass - toured Sweden, Hultsfred music festival• Hyena Shoot Me - drums - members of Ekshan and saint-andre • Sacrifice Fly - upright bass - improvisational trio of percussion, trumpet and bass• The R&B Freejazz Gospel Supreme 80 led by Gene Baker - upright bass - recorded: "I am a gorgeous wife"•… Show more • saint-andre - electric bass - genre defying art rock; toured west coast; recorded: "in italics"• Charles Atlas - electric bass - toured LA, hired gun• Zmrzlina - electric bass - toured Sweden, Hultsfred music festival• Hyena Shoot Me - drums - members of Ekshan and saint-andre • Sacrifice Fly - upright bass - improvisational trio of percussion, trumpet and bass• The R&B Freejazz Gospel Supreme 80 led by Gene Baker - upright bass - recorded: "I am a gorgeous wife"• Conscious Contact - upright bass / jazz standards - monthly residence at The Rite Spot, SF• The Tony Lowe Band - upright bass / blues interpretations Show less

San Francisco, California, United States

• Supported complex internal business coordination between account operations, client onboarding, compliance, portfolio managers, relationship managers, and the revenue team.• Negotiated investment management agreements for a combination of separately managed accounts and collective investment trusts available through Bank of New York Mellon.• Oversaw diverse product support including fixed-income, equity indexing, and global tactical asset allocation.• Streamlined client onboarding… Show more • Supported complex internal business coordination between account operations, client onboarding, compliance, portfolio managers, relationship managers, and the revenue team.• Negotiated investment management agreements for a combination of separately managed accounts and collective investment trusts available through Bank of New York Mellon.• Oversaw diverse product support including fixed-income, equity indexing, and global tactical asset allocation.• Streamlined client onboarding processes and ensured compliance with regulatory requirements, contributing to operational efficiency and client satisfaction. Show less

San Francisco, California, United States

• Delivered comprehensive client management for institutional investors, including public pensions, benefit plans, government plans, sovereign wealth funds, and foreign retail funds.• Managed approximately 50 clients and 200 accounts, overseeing a total of $16 billion in assets under management.• Enhanced client satisfaction through tailored service and proactive issue resolution.• Collaborated with internal teams to align client strategies with investment goals and market trends.

San Francisco, California, United States

• Managed all aspects of receipt & distribution of participant assets in cash or in-kind; coordinated cross enterprise cooperation; provided over a decade of knowledge in custody of company sponsored retirement plans to advisors, record keepers and plan participants.

San Francisco, California, United States

• Created graphic elements and assembled data for custom pitch books in sales presentations, improving presentation quality and efficiency

• Managed all aspects of client accounts from integrating set up requirements to maximizing the effectiveness of their accounts, devised Marketing strategies with area radio stations and copy, performed multiple HR & administrative functions, assisted in event planning