Dan Leonard Email & Phone Number

Chicago, Illinois, United States

• Enterprise-wide responsibility for process optimization, operational best practices, and process automation for $8B global IT operations organization comprised of four business units. • Manage and optimize over 20 business and IT operations processes that are common to all four business units.• Lead Data Analytics team• Lead process integration for $2B acquisition.• Intercontinental Exchange, or ICE, is the parent company of the New York Stock Exchange and operates over two dozen global markets and clearinghouses, and is global leader in Fixed Income data services and automation of the mortage industry.

Chicago, Illinois

Director of Operations and Process Improvement in Investment Operations Outsourcing business unit servicing 30 global institutional clients with AUM of $600B. Lead a group of managers and senior team members who provide business process optimization, process control oversight, operational best practices, process automation, major technology change management, application design, and new client onboarding services for reporting, cash posting, and reconciliation functions.• Served as key leader of multi-year business process transformation program which resulted in 25% efficiency improvement, 40% revenue growth, and 13% improvement in client satisfaction scores.• Redesigned all trade processing workflows. Trained all new trade partners. Oversee Corporate Action postings.• Guided successful future state design and development of next-generation middle office operations platform.• Built and led Operational Excellence team. Led cross-functional productivity improvement initiatives.• Oversaw design and implementation of several enterprise application upgrades.• Designed and implemented Key Performance Indicator (KPI) program covering 20 business processes.• Pilot and evaluate emerging data technology solutions, including RPA, Power BI, Duco, and Alteryx.• Developed several team members into key management leadership roles.

Chicago, Illinois

Led all aspects of global investment management operations for equity REIT investment management offices in Chicago, London, Munich, Hong Kong, and Melbourne. Responsible for global trading, portfolio accounting, portfolio risk analysis, attribution, compliance, enterprise risk management, vendor relationships and payables, client reporting, billing, and middle office client service. Managed staff of eleven, and provided outstanding operational performance, while also leading strategic initiatives• Primary deliverable was providing daily updates to clients’ investment book of record. Had direct responsibility for matching and settlement , and for posting corporate actions and income events. • Co-led formation of Hong Kong office, including site selection, regulatory filings, operating procedures, and staffing operations and trading teams.• Led implementation of new performance attribution software.• Co-led design and launch of new prime real estate equity strategy, including product design, investment process, and marketing collateral.• Oversaw SEC audit response which found zero deficiencies and corrective action findings.

Chicago And New York City

Led all aspects of investment management operations for domestic equity group located in Chicago and international equity group located in New York City. Managed staff of six operations associates, traders, and fund accountant. Responsible for global trading, portfolio accounting, portfolio risk analysis, attribution, compliance, enterprise risk management, and middle office client service. Maintained outstanding operational performance, while also leading strategic initiatives.• Conducted operational due diligence and onboarding successfully for three acquisitions, including international equity, fixed income, and currency management groups. • Led continuous improvement initiative by documenting and improving over 30 processes.• Recognized by key clients as having best operations team among all of clients’ investment managers.• Successfully managed and launched wide variety of investment structures, including SMA, wrap, sub-advisory, private limited partnerships, UIT, and mutual funds. • Launched three LPs and co-led due diligence efforts for mutual fund launch, including legal, regulatory, fund administration, and evaluation of potential distribution partners. • Maintained high level of operational performance during period of tenfold growth.

Chicago, Illinois

Launched and managed Mid Cap Value strategy. Developed and executed successful investment strategy. Conducted in-depth financial analysis of industrial, technology, and REIT securities. Coded quantitative screening model in SAS for REIT universe as foundation for investment process. Developed and presented all client communications.

Chicago, Illinois

Recruited to Mesirow Financial to be fundamental analyst. Covered Industrials, Technology, and REITS. Developed quantitative screening model for REIT universe as foundation for investment process.

Morton Grove, Illinois

Led product engineering team. Provided engineering support and product development for heating and cooling applications. Led program management for product development for several divisions. Developed and monitored project metrics, including schedule, ROI, technical merit, and decision analysis. Designed and implemented enterprise resource planning system for new manufacturing plant in Shenyang, China, which substantially lowered production costs and improved delivery times. Utilized Six Sigma process improvement techniques to increase product reliability. Led onboarding of acquisition.

Morton Grove, Illinois

Led test technician team of up to 12 members. Provided development testing for heating and cooling applications. Extensive data management experience.

Carpentersville, Illinois

Led Design Engineering group. Designed process control equipment for chemical and refining industries. Managed staff of four during rapid growth period for company. Successfully designed and launched a new product line, which represented 40% of company revenue.

Elk Grove Village, Illinois

Provided engineering support for military tanker trucks and artillery vehicles.

Master Of Business Administration (Mba), Finance

Graduated with Honors.

B.S. General Engineering