Dan Becker Email & Phone Number

I am an accomplished investment professional with over 15 years of experience in the implementation and integration of investment management systems (primarily the Advent Software suite of products) within the investment consulting industry. My experience covers investment accounting and customized reporting, equity and fixed-income trading, system automation and data integration, development of efficient workflow procedures, investment manager research, creation of training and reporting documentation, investment technology and regulatory compliance.Certified Advent Implementation Consultant for the following software:Portfolio Accounting Systems - Advent Portfolio Exchange APX - Advent AxysTrade Order Management Systems and Compliance - Moxy - Rules Manager Straight Through Processing (STP) - DTCC Interface - Dataport, ACD and DataExchange - REX and ACA System Automation and Data Integration - Extensive knowledge of batch file, scripting and data integration - SQL - SSIS - SSRS -Report Writer Pro, Automation, Performance Measurement, Multi-currency accounting,Advent Packager, Extensive experience with scripting for Advent products, including batch file creation, automated excel utilities integration and use of Windows scheduler for automated processes.Additional experience with – Adobe, Informais PSN Enterprise online, Packman (Axys report creation software), Morningstar Principia, Schwablink, Bloomberg and several other proprietary systems.Extensive experience with Microsoft Office products with advanced Excel skills and VBA experienceSpecialties: *Financial Reporting/Accounting/Automation*Equity and Fixed-Income Trading*Project Management*Data Management*System Automation/Integration

Listed skills include Data Management, Training, Investment Management, Performance Measurement, and 22 others.