Dan Grover Email & Phone Number

Malden, Massachusetts, United States

110 Washington Street

Malden

Establish policies for the sale and use of graves and burial plots in Forestdale cemetery acting through the superintendent of the cemeteries. Make provisions for the administration and maintenance of the cemeteries within Malden.

Boston MA

• Manage personnel in two locations: Boston and London.
• Oversee multiple business lines and distribution models: domestic, international funds and UIT’s:o Facilitate approximately $375K a day in UIT transactions from trade receipt to delivery.o Regularly deal with.
• Global client service experience, including but not limited to, retail, institutional and pension clients across the globe from the U.S., Latin America, Asia Pacific and Europe.
• Effectively launched the Unit Investment Trust (UIT) product line ahead of schedule while coordinating with all departments within EV and multiple business partners, including service providers and distributors.
• Calculate trail payments and rebates on monthly and quarterly basis. Write up funding requests and verify processing.
• Establish, maintain and oversee business partner relationships; banks, asset custodians, transfer agents, pricing agents, equity trading partners and distributors.

Melrose, MA 02176

As the Manager of Operations I was responsible for Inventory, employee scheduling, coordinating Hall rentals, building management. Also bartender for private club area and functions.

Handled all communications from Custodians in order to review and confirm corporate actions.Input and verified all corporate actions and events in order to ensure accurate information was provided to the Portfolio Managers (PM).Once elections were made by the PM I electronically transmitted decisions to custodian banks.Verified custodians acted accordingly.

Acted as the manager of day-to-day operations contact between PNCGIS and BlackRock Dealer Services. Regularly worked with Compliance, Corporate Communications, and Internal Marketing to assist in the launching of funds. In addition to launching new funds I was a deeply involved in the transition of the legacy MLIM funds from the FDS platform to the PNCGIS.

Act as the manager of day-to-day operations contact between PNCGIS and BlackRock Dealer Services. Regularly work with compliance, corporate communications, and internal marketing to assist in the launching of BlackRock funds. In addition to launching new funds I was a deeply involved in the transition of the legacy MLIM funds from the FDS platform to the.

Act as the primary day-to-day operations contact between Citi Fund Services; and Eaton Vance. Also the main contact for home offices that offer our Offshore funds. Work with compliance, corporate communications, and international marketing to assist in the launching of several New Eaton Vance Emerald Funds in 2011. Also working on launching one sub fund.

Acted as the primary day-to-day operations contact between Bisys Fund Services; and Eaton Vance. Also the main contact for home offices that offer the EV Offshore funds. Worked with Compliance, Corporate Communications, and International Marketing to assist in the launching of several new products.Served as primary contact when the Institutional Senior.

Acted as a primary back office contact for firms including UBS, Citigroup, First Clearing and AG Edwards. Developed and maintained positive working relationship with business contacts at these firms. Took order clearance trades and input the information into transfer agent system for processing. Determined trade losses and processed the.

Supervised 10 operations representatives. This involved offering close support to the representatives which allowed them to provide quality service to our customers. Act as a liaison between the representatives and the management team. This involved identifying, resolving and escalating potential issues in a very time sensitive environment. Also.

Maintained Broker/Customer relations by providing quality service through phone communications and fax correspondence. Manually processed bond, stock and Mutual Fund transactions. Assisted customers relating to asset retention/escheatment prevention. Consulted on the development of both the Eaton Vance website and Intranet. Worked on a task force between.

• Offshore Operations Back Office Specialist
• Acting as the primary day-to-day operations contact between Bisys Fund Services (Ireland/Columbus, OH) and Eaton Vance. Also the main contact for home offices that offer our Medallion and Emerald funds.
• Worked with compliance, corporate communications, and international marketing to assist in the launching of several New Eaton Vance Medallion Funds in 2004 and 2005. In addition to launching the Medallion funds worked.
• Primary contact for the Change of Transfer agent from PFPC to Bisys for the Institutional Senior Loan Trust Portfolio.
• Organized and overlooked an anti-money laundering/”know-your-client” project that reviewed existing and new broker dealers, in accordance with the USA Patriot Act of 2001.
• Responsible for adding new funds to home office platforms and acting as a liaison between Eaton Vance Distributors and our home offices.

Handled customer and representative inquiries. These inquiries ranged from quotes and balances to historical transaction research and commissions to detailed fund information. Coached and communicated effective responses to representatives for relaying of information to customers. Encouraged and participated in training and development of new training.

Master'S Degree, Finance And Financial Management Services

Bsba, Finance, General