Daniel P. Email & Phone Number

Middletown, Delaware, United States

• Assist clients in various projects and deliverables in data analytics• Offer services including automating reporting processes and creating dashboards that provide insights about your business

Greater Philadelphia Area

• Engaged in wire transfer investigations to provide necessary correspondence between firms• Reviewed daily reports to prioritize high-value transactions and to better segment duties

Greater Philadelphia Area

• Engaged in wire transfer investigations to provide necessary correspondence between firms• Reviewed daily reports to prioritize high-value transactions and to better segment duties

Wilmington, De

• Monitored composites of portfolios to be in compliance with the GIPS Standards• Coded as a developer within the firm in languages such as Perl and VBA to better automate existing processes• Met with investment teams to discuss any changes to investment strategy• Enriched my understanding of the culture of the firm in programs such as Toastmasters and GEEK Monthly

Newark, De

• Operated within Global Risk Core Operations to manage credit lines and client reference data• Actioned weekly and monthly control reports to ensure data quality of daily processes• Contributed in regular meetings with collaborating teams to better organize efforts• Written Standard Operating Procedures on processing different product types• Communicated with client representatives to understand needs and maintain relationships

Newark, De

• Operated within Client Valuations Delaware to keep positive relationships with platinum clients• Developed processes in applying and maintaining wiring instructions from other investment firms• Trained new employees regarding settlement instructions, tax and VBA (Excel) coding• Written Standard Operating Procedures on Daily Withholding Practices and other functions• Created MS Excel macros to automate daily processes