Dave Boule Email & Phone Number

Newton, MA, US

• BROWN BROTHERS HARRIMAN & CO., Boston, MA 2006 – March 2020 Vice President, Client Service Manager, Securities Lending (2013 – March 2020)
• Entrusted to manage the day-to-day operations of 10 relationships including the largest client with total assets over $700 billion comprising 59% of department revenue
• Daily forecasting and management of investable cash collateral, communicated directly to clients’ trading desk
• Provided daily oversight of client programs ensuring adherence to regulatory and client specific parameters
• Prepared and presented client program overviews as well as participated in due diligence meetings
• Worked directly with clients managing credit limits and exposure to borrowers

• STATE STREET BANK & TRUST, Boston, MA Vice President, Relationship Management, Institutional Investor Services (2003 – 2006)
• Focused on managing the P&L of the business unit by seeking out cross-sell opportunities, taking advantage of efficiency gains, and winning new business through client confidence and rapport. Grew P&L from 5% to 28% in.
• Worked in a consultative role with clients to assist them in driving business decisions by utilizing industry knowledge and operational experience
• Managed staff of 21 individuals, including budgeting, overtime, merit, and bonus, and had direct responsibility for all hiring and promotional decisions
• Provided custody and accounting services for several Group Trusts comprised of 200 various types of investment strategies. Extremely complex pools, heavy volumes, and a two-day month-end close provided challenges.
• Experienced in swaps, bank loans, and many other difficult derivative securities

• STATE STREET BANK & TRUST, Boston, MA Assistant Vice President, Operations Management, Institutional Investor Services (2002 – 2003)
• Managed daily operations of 80 trust portfolios
• Added daily discipline to group processes
• Primary contact for all operational functions such as fund accounting, custody, taxation, new fund setup, and general inquiries
• In 2003, received recognition on the Client Survey for providing “outstanding client service” Assistant Vice President, Client Service Officer, Mutual Funds (1998 – 2002)
• Managed relationship of a large mutual fund client with multiple fund structures including domestic and international equity, emerging markets, fixed income, fund of funds, money markets, and multi-class portfolio’s

Managed a team of 8, priced Mutual Funds and provided support to clients and internal stakeholders

Managed the daily operations of 26 Mutual Funds, managed and provided guidance to staff of 5

Was responsible for daily pricing and accounting of complex Mutual Funds. Promoted from entry level Fund Accountant to Senior Fund Account and then to Manager with 2 years