David B. Email & Phone Number

Austin, TX, US

Austin, Texas, United States

Assists the Director of Investment Operations in managing the operational activities at the TTUS Endowment Manages all processes across Data Management, Cash Management, Accounting, and ReportingBuilt back-end database and data warehouse along with data pipelines to various internal and external reports.Manages the platforms and systems used across the.

Austin, Texas, United States

Experience across multiple asset classes including public and private assets, hedge funds, and real assets spanning across both investment and operational analyst roles at TTUS endowmentLed the onboarding and implementation of current systems including data and research management, portfolio analytics, and performance reporting, resulting in improved.

Assisted independent financial advisors in opening brokerage accounts and processing banking instructions for their clientsAcquired working knowledge of the brokerage industry and its financial regulationPlayed a major role in the implementation of TD Ameritrade's new LEAN methodology and was chosen for the pilot team to develop LEAN into our system and.

University Of Texas At Austin

Helped run and maintain a recreational facility while providing quality customer service to patronsParticipated within a team environment throughout daily tasks and other event set-ups but also given many individual responsibilities Monitored facility to enforce policies and maintain safety for all patronsCPR, First Aid, and AED certified

Assisted students in economics, accounting, and finance with homework or preparing for examsGiven opportunity to use and apply objectives learned in class increasing my understanding of these subjectsDeveloped better communication and people skills as I built relationships with fellow studentsImproved in time-management and organization by preparing and.

Handled all the various banking transactions with precision by keeping track of the inflow and outflow of cashDeveloped customer service skills and relationships through one-on-one interaction with clientsUsed problem solving skills in order to resolve the many different problems individuals faced with their accountsAcquired knowledge of how credit unions.

Master Of Science (Ms), Finance

Bachelor'S Degree, Economics And Finance