Daniel Gillespie Email & Phone Number

Toronto, Canada Area

Managed the relationship of more than 50 clients and operations of 12 staff responsible for the investment compliance service. Have asked to lead in repairing relationships of several Top 25 clients during the past year.  Provided guidance to staff on all day to day activities and processes. Worked closely with employees on their development and career.

Toronto, Canada Area

Responsible for the product management of investment compliance for State Street. This involved the coordination of all global sites across North America, Europe and Asia Pacific. Led senior management business-level discussion and decisions involving product vision and strategy along with standardization of operational best practices. Organized and.

Toronto, ON

Managed the operations of 14 staff responsible for the investment compliance service. Responsible for implementing procedures and automating manual processes where possible. Led the conversion of two separate global sites to the Charles River system for compliance testing.  Provided guidance to staff on all day to day activities and processes. Worked.

Managed the derivatives and securities valuation and compliance operations with a team of between 5-8 staff responsible for securities valuation and derivatives administration on a daily basis. Managed the day to day processes including swaps valuations, and other OTC derivatives trackingSuccessfully implemented the integration of Bloomberg information and.