Who is Daniel Morse? Overview
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Quick answer
Daniel Morse is listed as Senior Financial Analyst at Mintz, based in United States. AeroLeads shows a work email signal at mintz.com and a matched LinkedIn profile for Daniel Morse.
Daniel Morse previously worked as Finance and Pricing Analyst at John Hancock Retirement and Client Service Officer at State Street. Daniel Morse holds Bachelor'S Degree, Business Management, Finance from Umass Boston.
Company email context
Email format at Mintz
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dmorse@mintz.com
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AeroLeads found 1 current-domain work email signal for Daniel Morse. Compare company email patterns before reaching out.
Profile bio
About Daniel Morse
Experienced Client Service Officer with a demonstrated history of working in the financial services industry. Skilled in Communication, Analytical Skills, Securities, Task Management, and Mutual Funds. Strong finance professional with management experience. Bachelor's degree focused in Business Management, Finance from UMass Boston.
Listed skills include Mutual Funds, Microsoft Office, Deadline Driven, Managing Deadlines, and 46 others.
Current workplace
Daniel Morse's current company
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7 roles
Daniel Morse work experience
A career timeline built from the work history available for this profile.
Senior Financial Analyst
Finance And Pricing Analyst
Jun 2019 - Apr 2022
Client Service Officer
Serve as the primary contact for multiple corporate define contribution and define benefit retirement plans. Create monthly reports to provide the client with an accurate valuation of their plan. Provide monthly financial reporting and expense analysis as well as assist in annual audit and ERISA reporting. Lead client transitions and initiatives such as fund transfers and alterations to the plan structures. Collaborate with various internal teams and outside vendors to ensure transitions are on schedule and resolve any open issues.
Nov 2016 - Jun 2019
Shared Services Manager
Monitor and manger daily service delivery and production activities performed by staff.Review and analyses teams’ daily work for accurate processing and adherence to procedure. Primary contact and escalation point for operational as well as technical issues to resolve daily problems.
Nov 2013 - Nov 2016
Mutual Fund Trade Operations
Preform daily reconciliations to remedy any position or cash discrepancies between the accounting system and custodian.Process mutual fund trade and transfer instructions from clients in a timely and accurate manner.Daily communication with fund family and transfer agents for trade processing and other inquires.Responsible for the cash processing by confirming the receipt of incoming and outgoing wires for trade settlement.
Dec 2010 - Nov 2013
Client Service Representative
Responsible for incoming phone calls from shareholders and investment advisors providing various account information and processesing of finacial transactions.Operated multiple computer systems simultaneously while providing superior client service.
Oct 2009 - Dec 2010
2 education records
Daniel Morse education
Bachelor'S Degree, Business Management, Finance
Education record
FAQ
Frequently asked questions about Daniel Morse
Quick answers generated from the profile data available on this page.
What company does Daniel Morse work for?
Daniel Morse works for Mintz.
What is Daniel Morse's role at Mintz?
Daniel Morse is listed as Senior Financial Analyst at Mintz.
What is Daniel Morse's email address?
AeroLeads has found 1 work email signal at @mintz.com for Daniel Morse at Mintz.
Where is Daniel Morse based?
Daniel Morse is based in United States while working with Mintz.
What companies has Daniel Morse worked for?
Daniel Morse has worked for Mintz, John Hancock Retirement, State Street, and Mfs Investment Management.
How can I contact Daniel Morse?
You can use AeroLeads to view verified contact signals for Daniel Morse at Mintz, including work email, phone, and LinkedIn data when available.
What schools did Daniel Morse attend?
Daniel Morse holds Bachelor'S Degree, Business Management, Finance from Umass Boston.
What skills is Daniel Morse known for?
Daniel Morse is listed with skills including Mutual Funds, Microsoft Office, Deadline Driven, Managing Deadlines, Organized Multi Tasker, Time Management, Investments, and Creative Problem Solving.
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