Dave Mcgrane Email & Phone Number

Pittsburgh, Pennsylvania, United States

Pittsburgh, Pa

Served as key contributor to the certification arm of the conversions area. Completed client directives within the asset servicing area for the reallocation of assets for a diverse client base. Services encompassed pension, foundations, public funds, and ERISA clients. Represented conversions as subject matter expert during asset transfer meetings with relationship management, client service, and client, preserving accuracy of transfer details as identified and within client's requested time frame.

Tampa/St. Petersburg, Florida Area

Facilitated problem resolution, served as a liaison between clients, brokers, paying agents, and bank operations for problem resolution. Maintained client satisfaction by responding to problems quickly and notifying clients of resolution. Ensured quality service to multi-million dollar clients. Understood Industry issues that impact clients. Developed successful client relationships via client visits and conference calls.

Greater Pittsburgh Area

Oversaw and managed team of 8-15 people in the cash management area for final three years/Cash manager for foreign exchange specialist for prior years. • Managed and served as control point for daily cash and custody administration of portfolios in excess of $15 million.• Monitored and approved the processing of significant volumes of cash (both foreign and domestic), securities, and investment transactions.• Was responsible for initiating the purchase and sale of foreign currencies with Mellon's internal foreign exchange traders while adhering to strict deadlines.

Greater Pittsburgh Area

Oversaw collection of past-due consumer loan payments for auto loans and credit lines for multiple geographic locations within Mellon's branch network.