David Stein
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David Stein Email & Phone Number

Senior Associate at SS&C GlobeOp at SS&C GlobeOp
Location: Greater Hartford, United States, United States 8 work roles 2 schools
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Current company
SS&C GlobeOp
Role
Senior Associate at SS&C GlobeOp
Location
Greater Hartford, United States, United States
Company size
3643 employees

Who is David Stein? Overview

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Quick answer

David Stein is listed as Senior Associate at SS&C GlobeOp at SS&C GlobeOp, a company with 3643 employees, based in Greater Hartford, United States, United States. AeroLeads shows a matched LinkedIn profile for David Stein.

David Stein previously worked as Senior Associate at Ss&C Globeop and Senior Analyst - Derivatives Investment Accounting at Phoenix Life Insurance Company. David Stein holds Mba, Business Administration And Management, General from University Of North Carolina At Chapel Hill - Kenan-Flagler Business School.

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SS&C GlobeOp

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Profile bio

About David Stein

Experienced accounting and financial analyst with a demonstrated history of working in the financial services, manufacturing and engineering industries. Skilled in Analytical Skills, Derivatives, Budgeting and cash flow analysis, and fnancial analysis. Strong accounting professional with a MBA focused in finance, from University of North Carolina at Chapel Hill - Kenan-Flagler Business School.

Current workplace

David Stein's current company

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SS&C GlobeOp
Ss&C Globeop
Senior Associate at SS&C GlobeOp
london, greater london, united kingdom
Website
sscglobeop.com
Employees
3643
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8 roles

David Stein work experience

A career timeline built from the work history available for this profile.

Senior Associate

Current
Ss&C Globeop

Windsor, Connecticut, United States

Apr 2021 - Present

Avp, Securitized Products Group

Credit Suisse

Raleigh-Durham, North Carolina Area

 responsible for ensuring complete, accurate accounting of P+L, Balance Sheets, inventory valuation and control Consolidation of daily/weekly/monthly reports which include P&L analysis, trade vs. mark variance analysis, provision summaries, and stale mark analysis month end closing and account ownership.. Provide analysis and information in response to.

Nov 2012 - Oct 2015

Avp, Interest Rate Derivatives Product Control

Credit Suisse

Raleigh-Durham, North Carolina Area

 responsible for ensuring complete, accurate accounting of P+L, Balance Sheets, inventory valuation and control Consolidation of daily/weekly/monthly reports which include P&L analysis, trade vs. mark variance analysis, provision summaries, and stale mark analysis month end closing and account ownership.. Provide analysis and information in response to.

May 2011 - Nov 2012

Staff Accountant

Bowe Bell + Howell

Raleigh-Durham, North Carolina Area

 Assist Month End Closing and Reporting from General Ledger. Forecast short-range and long-range cash requirements Payroll Obligations, A/R Reserves and Budget process Apply accounting principles and procedures to analyze financial information, prepare accurate and timely financial reports Assist with financial audit preparation and coordination of the.

Aug 2009 - Jun 2011

Derivatives Analyst

Smith Breeden Associates

Raleigh-Durham, North Carolina Area

 Month-end closing for Swap Derivatives and Settlements  Reconcile portfolio accounting system cash transactions daily holdings, accrued income and cash monthly with custodial data for all assigned accounts  Research and resolve reconciliation discrepancies to include posting changes to the accounting system. Executed trades from input to affirmation.

Apr 2004 - Jan 2009

Senior Accountant

Investors Bank Ant Trust Company

Greater Boston Area

 Month End Closing and Reporting from General Ledger. Managed and Reconcile Cash and Accounting for Mass Mutual Life Insurance, premiums in mutual funds. Supervised 6 employees in accounting and custody responsibilities for over 30 Mutual funds totaling over 2.8 billion dollars in net assets.  Schedule D audit team member (Annual Gain/Loss report.

Sep 2000 - Jul 2003

Budget Administrator

Stone & Webster

Greater Boston Area

 Developed and managed budgets for Stone and Webster Construction Division, including annual and monthly labor expenditures.. Liaison to the systems department and development tester for the inventory control software system, including Revising, editing and writing several sections of the inventory control system user manual.

Aug 1998 - Sep 2000
Team & coworkers

Colleagues at SS&C GlobeOp

Other employees you can reach at sscglobeop.com. View company contacts for 3643 employees →

RP Ruchit Patel Ruchit Patel Colleague at Ss&C GlobeopMumbai, Maharashtra, India, India View → CP Chandrakant Prabhu Badadale Chandrakant Prabhu Badadale Colleague at Ss&C GlobeopMumbai, Maharashtra, India, India View → VM Vishal Maru Vishal Maru Colleague at Ss&C GlobeopThane, Maharashtra, India, India View → SS Shashi S. Shashi S. Colleague at Ss&C GlobeopMumbai, Maharashtra, India, India View → MP Mathew Paul Mathew Paul Colleague at Ss&C GlobeopThane, Maharashtra, India, India View → PS Piyush Shukla Piyush Shukla Colleague at Ss&C GlobeopMumbai, Maharashtra, India, India View → RJ Robert Jakubczyk Robert Jakubczyk Colleague at Ss&C GlobeopCanton, Connecticut, United States, United States View → PP Pragya Pareek Pragya Pareek Colleague at Ss&C GlobeopJaipur, Rajasthan, India, India View → AK Abeezer Kachwala Abeezer Kachwala Colleague at Ss&C GlobeopMumbai, Maharashtra, India, India View → BE Bulent Esen Bulent Esen Colleague at Ss&C GlobeopIstanbul, Türkiye, Turkey View →
2 education records

David Stein education

FAQ

Frequently asked questions about David Stein

Quick answers generated from the profile data available on this page.

What company does David Stein work for?

David Stein works for SS&C GlobeOp.

What is David Stein's role at SS&C GlobeOp?

David Stein is listed as Senior Associate at SS&C GlobeOp at SS&C GlobeOp.

Where is David Stein based?

David Stein is based in Greater Hartford, United States, United States while working with SS&C GlobeOp.

What companies has David Stein worked for?

David Stein has worked for Ss&C Globeop, Phoenix Life Insurance Company, Credit Suisse, Bowe Bell + Howell, and Smith Breeden Associates.

Who are David Stein's colleagues at SS&C GlobeOp?

David Stein's colleagues at SS&C GlobeOp include Ruchit Patel, Chandrakant Prabhu Badadale, Vishal Maru, Shashi S., and Mathew Paul.

How can I contact David Stein?

You can use AeroLeads to view verified contact signals for David Stein at SS&C GlobeOp, including work email, phone, and LinkedIn data when available.

What schools did David Stein attend?

David Stein holds Mba, Business Administration And Management, General from University Of North Carolina At Chapel Hill - Kenan-Flagler Business School.

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