Accomplished financial services professional with a track record of client focused delivery. A partner with the business leveraging expertise in business analysis, systems analysis and project management. Extensive knowledge of fixed income trade processing including products, trade figuration, regulatory reporting, trading profit and loss, clearance and settlement and end-to-end trades processing. Additional strengths in client relationships and cross functional teamwork. Excellent communication, presentation, and leadership skills.Specialties: * Business Analysis* Client Relationships* Wealth Management * Fixed-Income Products* Trades Processing * Business / IT Liaison * Regulatory Reporting* Project Management * Quality Assurance Testing * Product Management
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Business Analyst / ConsultantBroadridge Financial Feb 2012 - Apr 2015
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Associate ManagerUbs Wealth Management 2000 - 2010Partnered with team of programmers/analysts that provided onsite support for the Taxable Fixed Income Trading Desk. Responsible for project management, prioritization and scheduling, and 24/7 coverage of online and batch applications used for order entry, trade execution, regulatory reporting, risk reporting, clearance and settlement, books and records feeds, inventory management and trading P&L on all fixed income transactions. -
Lead AssociatePaine Webber 1995 - 2000Project Lead in TFI group which provided systems support to the Capital Markets and Private Client Group business areas. Responsible for all systems support for the TFI Short Term Finance Desk -
Area Manager / Business AnalystKidder Peabody 1985 - 1995• Planned and implemented the retirement accounts conversion project as Systems Project Leader for the Kidder-PaineWebber Retirement Accounts Conversion Team. Successfully transferred 92,000 trustee accounts and over $4B in assets from Kidder Peabody to PaineWebber.
David D. Education Details
Frequently Asked Questions about David D.
What is David D.'s role at the current company?
David D.'s current role is Business Analyst / Consultant.
What schools did David D. attend?
David D. attended University Of Massachusetts, Amherst.
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David Hatch
Provo, Ut -
David Geer
Greater Cleveland4leidos.com, windstream.net, davidgeer.com, geercom.com2 +144078XXXXX
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