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.

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.

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.

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.

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.