Dave Iascone Email & Phone Number

Greater Boston

Greater Boston Area

Independently worked with large, Endowment & Foundation clients to resolve the most critical day-to-day issues and directed them to appropriate resources within BNY Mellon. Proficient in dealing with complex client issues and/or escalating to management as appropriate. Served as subject matter expert on many BNY products and services. Led team members across multiple lines of business in providing support to major clients and key accounts, whose partnership with BNY Mellon may have had a broad & significant impact on the business.

Greater Boston Area

Exceeded sales goals paired with consistently high revenue retention. Established strong and highly effective relationships with clients, as well as internal and external stakeholders. Acted as a liaison between the customer service, product management and sales teams. Identify and act upon new business opportunities. Consulted with clients after sales and contract signings to ensure the seamless adoption of products and services, resolve problems, and provide ongoing support. Created and maintain detailed account summaries. Active participant in partner conferences and networking events.

Everett, Ma

Maintained strong client relationships by serving as the primary point of contact for Global Risk Solutions Corporate Government & Non Profit clients in the New England territory. As a Global Risk Solutions Consultant, I was responsible for assisting clients in the understanding and use of our performance measurement, portfolio risk analytics, universe comparison, and information delivery services using BNY Mellon's proprietary software. In this role, I consistently exceeded all retention and cross sell goals.

Everett, Ma

Oversaw a team comprised of 15 global pricing specialists, senior specialists and analystsWas primary contact for all meetings and audits as well as internal project work Worked with internal Sr. management to ensure all new client conversions are completed and involved in operational changes to be made as necessaryMet with investment data vendors regularlyInvolved in personnel matters (hiring, scheduling, record retention, performance reviews)Ensured departmental procedures were kept current and accurate and in compliance with internal and external audit regulationsWorked with Sr. management to explore and implement ideas to mitigate departmental risk

Everett, Ma

Maintained and reported accounting positions and custody holdings for all Mortgage-Backed, Fixed Income, Commingled, and International funds for my clientsPerformed cash and share reconciliations on a monthly basisResearched discrepancies between the custodian's and the investment manager's month end reports for performance outages (share, market value, accruals, pricing, net asset value)Worked in conjunction with pricing vendors (S&P, Reuters, IDC-CMO) to reconcile pricing differences between BNY Mellon’s vendor and the investment managerUpdated the par values for all Treasury Inflation Bonds for the client on a daily/monthly basisAssisted in the training and development of new and current employees