David Studer, Cfa Email & Phone Number

Concord, California, US

San Diego, CA, US

Business owner responsible for implementing and managing Guided Wealth Portfolios, a hybrid robo / digital advice investment platform, to be leveraged by 14,000 financial advisors, banks and credit unions. End to end responsibility for setting the product strategy, UI design, product features, technology integration, positioning, pricing, management and.

Directed operations management of institutional, managed accounts and fund complexes. Integrated the operations of several acquired companies onto a core operating platform. Developed a strategic blueprint for a geographically diverse operations platform designed to support investment managers located worldwide.

US

Directed a team focused on the development and support of client strategic goals related to investment operations leveraging people, process and technology to achieve the objectives.

Position required a move to New York. Led the consolidation of all managed accounts operations from multi subsidiaries onto a new operating platform located in New York. Directed the development of the new platform which included portfolio accounting, performance analysis tools, workflow, account administration, and trading. Consolidated over 30,000.

Directed the activities of investment operations covering the institutional, hedge fund, mutual fund, private client and manage accounts business lines. Oversaw separate account trading, portfolio and fund accounting, account administration, wrap trading, trade processing and settlement, performance measurement, process risk management and project.