David Switzer

David Switzer Email and Phone Number

Vice President Financial Services - Client Relations, Service Delivery, Business Development, Sales & Risk Management, @ State Street
boston, massachusetts, united states
David Switzer's Location
Greater Boston, United States
David Switzer's Contact Details

David Switzer personal email

n/a

David Switzer phone numbers

About David Switzer

Highly accomplished Financial Services, Asset Management, Investment and Wealth Management Executive with an exceptional record of accomplishment in Client Relations, Service Delivery, Business Development, Risk and Sales Management. • Led a sixty-five member staff, two Vice Presidents, in business development, relationship management and service delivery to large strategic institutional clients: Defined Benefit, Defined Contribution, Nonprofit, Single Family Office. • Earlier led a staff of 100 professionals, four Vice Presidents, in service delivery for several large Defined Benefit, Defined Contribution and non-profit and non-registered pooled fund clients. • Recognized for exceptional expertise in governance and oversight frameworks in multiple facets of risk, including fiduciary, contractual, operational and regulatory risk.CORE STRENGTHS / EXPERTISE• Financial Services, Asset & Wealth Management • Highly Collaborative Executive Leadership• Business Development & Sales Management • Exceptional Team Building & Team Performance• Client Relationship Management & Service Delivery • Institutional Investment Services & Management• Global Operations & Investment Manager Services• Risk Management, Mitigation & Compliance • Mutual Fund Accounting, Operations, Client Service • Corporate Governance & Oversight Frameworks

David Switzer's Current Company Details
State Street

State Street

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Vice President Financial Services - Client Relations, Service Delivery, Business Development, Sales & Risk Management,
boston, massachusetts, united states
Website:
statestreet.com
Employees:
36424
David Switzer Work Experience Details
  • State Street
    Vice President, Operational Risk, Enterprise Risk Management
    State Street Jun 2017 - Present
    Greater Boston Area
    Oversaw Risk Globally for the three largest Bank Business Units: Global Operations, Investment Manager Services and Client Delivery Management. • Led the full range of risk-related activities, including Key Risk Indicator and risk appetite reviews; governance and risk committee meetings; Material Risk Identification; Business Self-Assessments; loss and significant event reviews; emerging events; Vendor and Outsourcing oversight.• Provided risk oversight and reviewed business aligned Exception Memos / processes where applicable, New Business Reviews, and other business escalated assessments when necessary.• Attended, contributed, and provided challenge at meetings with Regulators and Senior Executives.• Delivered client presentations as needed; coordinated RFP and due diligence responses regarding ERM; and supported the business regarding ad hoc client inquiries. Engaged in legal entity board activities and monitoring where applicable.
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  • State Street
    Vice President, Institutional Services Risk Management
    State Street Aug 2012 - Jun 2017
    Greater Boston Area
    Oversaw Risk Management for the largest revenue generating business unit and served as Executive Risk Committee Member. • Led Bank Risk Programs such as Material Risk Identification, Risk Control Self-Assessment, New Business Proposals and Targeted Risk Assessments. New Business Proposal and Funds Payment Fraud Prevention SME.
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  • State Street
    Vice President, Large Institutional Client Relationship Manager
    State Street Jun 2006 - Aug 2012
    Greater Boston Area
    Responsible for new business development, relationship management and service delivery to a select number of large strategic institutional clients (Top 20 at Bank): Defined Benefit, Defined Contribution, Non-Profit and Single Family Office. • Won the two largest client mandates in the Division, two years in a row. • Led Cross-Selling initiatives that resulted in realizing revenue consistently above budget targets. • Led division cross-selling efforts to expand wallet in the Asset Owner (DB and DC) client space.• Organized and lead quarterly institutional client forums reviewing future financial industry regulation, regulatory reporting and impact. Invited to speak at various client forums. • Led client regulatory reporting discussions with the Department of Labor, FASB, American Bankers Association, AICPA, Audit Firms and other Trust Banks. • Managed sixty-five staff members including two Vice Presidents.
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  • State Street
    Vice President, Large Institutional Client Accounting Department Head
    State Street Oct 1997 - May 2006
    Greater Boston Area
    Led service delivery for several large Defined Benefit, Defined Contribution and Non-Profit and Non-Registered Pooled Fund clients with a staff of 100 professionals including four Vice Presidents. • Team serviced both daily valued and monthly valued clients. Developed into an ERISA and FASB SME for both internal and client guidance. • Additional responsibilities included developing and coordinating all client level FASB and ERISA DOL related regulatory reporting for the Division. Worked with internal IT to develop FAS 157 and FAS 161 client reporting for the Bank. Bank adopted reporting for internal use as well. • Led and worked with the internal IT team to revise, make current and streamline the ERISA Client Reporting. Result was annual ERISA reporting posted to DOL form template schedules electronically for ease of review and use by clients. Plus reporting schedules creation and distribution timeline was reduced from 2 months to 2 days. Worked with the other Trust Banks, DOL, FASB, Audit Firms, internal IT and internal Legal to create additional ERISA and FASB required reporting as required.
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  • State Street
    Assistant Vice President, Public Funds Client Relationship Manager
    State Street Oct 1994 - Oct 1997
    Greater Boston Area
    Led the profitable relationship management and servicing of ten large Public Fund client relationships, states and large cities.• Grew revenue by working on new business opportunities and cross selling value added services. Worked closely on a project with one state to improve their pension benefit plan reporting to their participants
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  • State Street
    Assistant Vice President, Mutual Fund Compliance
    State Street Apr 1991 - Oct 1994
    Greater Boston Area
    Led and managed a unit that handled the preparation and execution of various custody, administration and transfer agent contracts. • Performed annual due diligence reviews at each domestic sub-custodian and functioned as subject matter expert for specific rules and regulations governing the industry. • Led the UCC 4A compliance effort that resulted in the implementation of funds transfer security procedures with 420 clients and investment managers. • Co-directed the initiative to develop and implement a contracts reference guide for operations management.• Developed and implemented the Bank’s new automated wire system (previously manual). Significantly decreased bank’s risk to wire fraud and reduced cost of manual processing resources.
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  • State Street
    Assistant Treasurer, Manager Of Mutual Fund Accounting Operations
    State Street Aug 1987 - Mar 1991
    Greater Boston Area
    Managed a staff of twenty (20) accountants and analysts handling client fee billing, financial reporting and demand deposit balance reporting for a division with $500 MM in annual revenues. • Led the initiative to automate billing invoice generation, profit and loss analysis and MIS reporting functions for the largest area of the Bank – served as model for other Bank units.• Developed a cash management guide to maximize demand deposit balance revenues. The implementation involved presentations to 200 area managers.• Managed a staff of analysts to review and evaluate risk on diverse operation functions; served as a liaison for internal and external audit staff. Developed a Disaster Recovery Plan and presented the plan to senior management.
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  • State Street
    Assistant Comptroller
    State Street Sep 1985 - Jul 1987
    Greater Boston Area
    Planned and organized responsibilities under limited supervision from the Area Comptroller. Duties included financial statement preparation, profit and loss analysis, budget preparation, expense variance analysis, employee reimbursement reviews and special projects requested by the Comptroller.
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  • State Street
    Fund Auditor
    State Street Jan 1984 - Aug 1985
    Greater Boston Area
    Responsible for audit of Master Trust month-end Financial Reports before distribution to clients. Other duties included settlement and accounting of corporate actions, especially junk bond mergers.
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  • State Street
    Fund Accountant
    State Street Jan 1982 - Dec 1983
    Greater Boston Area
    Financial Master Trust reporting for select clients, including The World Bank.
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David Switzer Education Details

Frequently Asked Questions about David Switzer

What company does David Switzer work for?

David Switzer works for State Street

What is David Switzer's role at the current company?

David Switzer's current role is Vice President Financial Services - Client Relations, Service Delivery, Business Development, Sales & Risk Management,.

What is David Switzer's email address?

David Switzer's email address is dl****@****eet.com

What is David Switzer's direct phone number?

David Switzer's direct phone number is (714) 838*****

What schools did David Switzer attend?

David Switzer attended Suffolk University, Stonehill College.

Who are David Switzer's colleagues?

David Switzer's colleagues are Simona Dalma, Jakub Mazurkiewicz, Sam Hayes, Abishek Kolagani, Jaclyn Heitman, Pattipati Varalakshmi, Reid Hogue.

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