Dave Haddad

Dave Haddad Email and Phone Number

Functional Analyst @ Boston University
Newton, MA, US
Dave Haddad's Location
Newton Centre, Massachusetts, United States, United States
Dave Haddad's Contact Details
About Dave Haddad

Dave Haddad is a Functional Analyst at Boston University. He possess expertise in project management, microsoft excel, webex, microsoft office, portfolio management and 23 more skills.

Dave Haddad's Current Company Details
Boston University

Boston University

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Functional Analyst
Newton, MA, US
Dave Haddad Work Experience Details
  • Boston University
    Functional Analyst
    Boston University
    Newton, Ma, Us
  • Boston University
    Functional Analyst
    Boston University Aug 2021 - Present
    Boston, Massachusetts, United States
  • Boston University
    Executive Assistant To The Vp Of Information Services & Technology
    Boston University May 2017 - Aug 2021
    Boston, Ma
  • Commonwealth Financial Network
    Compensation Specialist
    Commonwealth Financial Network Apr 2014 - May 2017
    Waltham, Ma
    As a Compensation Specialist, my role is to assist independent financial advisors with any payment or billing questions. This involves- but not limited to- researching product information, creating and analyzing compensation data, and explaining the various pay structures that exist. Our role as a team is to ensure that all financial advisors are paid appropriately. • Collaborate with team members and investment companies to research and resolve compensation and billing related inquires. • Train new advisors on the inner workings of Compensation and the software available to them.• Synthesize and review large amounts of data in Excel by leveraging built-in functions and pivot tables.• Created an Excel macro which automated a monthly process.
  • Leapfrog Systems
    Client Conversion Project Manager
    Leapfrog Systems Jan 2011 - Jan 2013
    Boston, Ma
    Contracted with LeapFrog Systems for a key software conversion initiative at Fidelity Investments.• Conducted online training presentations via WebEx and trained over 1,000 clients on Fidelity’s new brokerage platform.• Managed businesses during their 30 day transition period by setting expectations, running weekly follow up calls, and acting as their primary technical support contact.• Evaluated clients’ feedback with product developers, resulting in several upgrades to the platform• Assisted clients with reconciling daily transactions in their Portfolio Management System.
  • Jpmorgan Chase & Co.
    Valuation Oversight Specialist
    Jpmorgan Chase & Co. Apr 2010 - Jan 2011
    Boston, Ma
    • Partnered with fund accounting and financial reporting teams to complete weekly and monthly reports for clients.• Trained and directed client specific teams in Dallas, TX via conference calls, screen sharing, and email.• Cultivated strong relationships and served as primary contact for clients at specific major investment banks.• Updated and created detailed task procedures used for training purposes.
  • Jpmorgan Chase & Co.
    Investment Data Operations Specialist
    Jpmorgan Chase & Co. Feb 2008 - Apr 2010
    Boston, Ma
    • Collaborated with teammates and with third party vendors to ensure securities held within mutual funds were priced accurately.• Developed and coordinated a four week training program for the Dallas team, resulting in a seamless conversion of a weekly process.• Automated daily task of calculating amortized cost, eliminating the risk of manual error.

Dave Haddad Skills

Project Management Microsoft Excel Webex Microsoft Office Portfolio Management Html Microsoft Office 2007 Microsoft Office 2003 Customer Service Analysis Finance Microsoft Word Equities Investments Onenote Oracle Crm Powerpoint Mutual Funds Financial Services Training Leadership Financial Analysis Management Sales Human Resources Social Media Sametime Snag It

Dave Haddad Education Details

Frequently Asked Questions about Dave Haddad

What company does Dave Haddad work for?

Dave Haddad works for Boston University

What is Dave Haddad's role at the current company?

Dave Haddad's current role is Functional Analyst.

What is Dave Haddad's email address?

Dave Haddad's email address is dh****@****lth.com

What schools did Dave Haddad attend?

Dave Haddad attended University Of Massachusetts, Amherst.

What are some of Dave Haddad's interests?

Dave Haddad has interest in Writing, New Technology, Education, Reading, Golfing.

What skills is Dave Haddad known for?

Dave Haddad has skills like Project Management, Microsoft Excel, Webex, Microsoft Office, Portfolio Management, Html, Microsoft Office 2007, Microsoft Office 2003, Customer Service, Analysis, Finance, Microsoft Word.

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