David Hanley Email & Phone Number

Dallas-Fort Worth, Texas, Us

Dallas-Fort Worth, Texas, Us

New York, Ny, Us

• Results Driven: Developed a web-based tool that streamlines the process of updating and circulating information about upcoming analytical work. The tool also improved transparency of analytical work, allowing for enhanced collaboration both within and outside of the Markets group • Financial Market Monitoring & Analysis: Shadowed market monitoring team, gained insight into the relationships between domestic and international debt, equity and currency markets • Project Management: Developed survey for market intelligence platform subscribers that gained insight on subscriber preferences and allowed for customized notifications for additional products based on survey results

New York, Ny, Us

• Results Driven: Successfully managed high-risk client asset allocation and strategy changes across account servicing, trading platform support, and client executives• Process Development: Synthesized technology, product, client and market knowledge to create and maintain trading procedures for Model Only trading clients • Communication: Served as subject matter expert for trading related topics, provided guidance and collaborated with internal teams and clients • Project Management: Successfully spearheaded five billing projects simultaneously, delivering high-quality results on short timelines

New York, New York, Us

• Execution: Efficiently and accurately processed operationally intensive requests such as new account investing, cash flows, liquidations, and tax harvests by rebalancing accounts and routing the resulting trade orders for execution • Detail Oriented: Executed model changes per specifications and ensured portfolios tracked to investment models • Leadership: Spearheaded team with members from different operation groups to build model change request tracker that streamlined client requests, improved client satisfaction and reduced client inquiries by 75%

New York, New York, Us

• Process Improvement: Created and implemented electronic trade notification process with trade partners resulting in improved trade execution accuracy and reduced trade execution lag time • Initiative: Streamlined block trade posting process by implementing a process where sponsor trade allocations were aggregated, reducing trade posting delays on sponsor platforms • Strategic Planning: Applied in-depth knowledge of transaction processes to the development of internal trade support website by suggesting new features, which streamlined the firm’s trade execution monitoring process

• Project Management: Led quarterly account statement delivery attestation process for over 500 Smith Barney branches by working with branch management to ensure attestation was complete at their respective branches • Analytics: Overhauled sales and assets under management reports by improving layout and adding asset class analytics, which provided senior management improved reporting of mutual fund investment flows • Due Diligence: Assisted Mutual Fund Research Group in conducting due diligence on various mutual fund families

Master Of Business Administration - Mba

Bachelor Of Arts - Ba, Economics