Who is Daniel Broad? Overview
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Daniel Broad is listed as Senior due diligence specialist at M&G plc, based in Hitchin, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Daniel Broad.
Daniel Broad previously worked as AML Analyst at Baring Asset Management Limited and Client Services Manager at Mfs Investment Management.
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M&G plc
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Profile bio
About Daniel Broad
I am an experienced Client Service/Account Manager with a proven track record of looking after the operational requirements of institutional and retail based clients globally. I have significant experience within Asset Management, specifically with institutional and retail clients investing in equity, fixed income and liquidity strategies across both fund and separate accounts, including account onboarding, IMA negotiation, KYC and reporting set up.
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5 roles
Daniel Broad work experience
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Aml Analyst
Feb 2019 - Jul 2024
Client Services Manager
MFS Investment Management is an active, global asset manager with a uniquely collaborative approach to build better insights for clients. Its investment approach has three core elements – integrated research, global collaboration, and active risk management. Through the combined application of these three principles, the firm works to deliver sustainable investment solutions for the individual and institutional investors it serves.As a client Service Manager I look after all operational aspects of our Benelux and UK institutional clients investments within the MFS range of equity and fixed income strategies, including account set up and transition, regular reporting and any required account amendments to ensure the highest level of client service is constantly delivered.
May 2015 - Jul 2018
Client Account Manager
During my 12 years with with JPMAM I worked with both retail and institutional clients invested in equity, fixed income and liquidity strategies in both retail based OEIC and SICAV funds, Investment Trusts and separate accounts. In my last role as a Client Account Manager within Institutional Client Services I looked after all aspects of the operational requirements of pension, sub-advised and corporate clients including IMA negotiations, account set up, cash flows and account amendments.
Jul 2003 - May 2015
Senior Cabin Crew Member
Go Fly Ltd
May 1999 - Jun 2003
FAQ
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What company does Daniel Broad work for?
Daniel Broad works for M&G plc.
What is Daniel Broad's role at M&G plc?
Daniel Broad is listed as Senior due diligence specialist at M&G plc.
Where is Daniel Broad based?
Daniel Broad is based in Hitchin, England, United Kingdom while working with M&G plc.
What companies has Daniel Broad worked for?
Daniel Broad has worked for M&G Plc, Baring Asset Management Limited, Mfs Investment Management, J.P. Morgan, and Go Fly Ltd.
How can I contact Daniel Broad?
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