Daniel Bringle Email & Phone Number

Financial professional with 15 years experience in back and middle office operations as well experience on the trading desk trading at multiple RIA's. Began career as a portfolio account with Advent Axys and worked on a system conversion from Advent Axys to Fiserv Security APL at Hillman Capital, where I was responsible for portfolio accounting and performance reporting in FISERV APL and Advent Axys as well as composite maintenance and GIPS verification via Ashland Partners. Was promoted to trading responsibilities where I ran 6 different investment models across 15 different WRAP platforms, as well as best execution institutional and non-directed SMA accounts and the settlement of those trades. In my current role at Advisory Research I manage the reconciliation of all of our domestic and international strategies as well as the model reconciliation for UMA platforms. I also handle our cost basis reconciliation to our custodians, process our corporate actions and settle domestic and international equity trades via Omgeo TradeSuite, Advent DTCC settlement of our domestic securities and Omgeo CTM pre-matching of our international securities, and also see the trades through to settlement.

Listed skills include Portfolio Management, Investments, Equities, Performance Measurement, and 19 others.

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  Indiana University Bloomington

  Public Management