David Whyte Email & Phone Number
@northerntrust.com
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Who is David Whyte? Overview
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David Whyte is listed as Fund Operations Associate at PIMCO at PIMCO, a company with 3497 employees, based in Ireland, Ireland, Ireland. AeroLeads shows a work email signal at northerntrust.com and a matched LinkedIn profile for David Whyte.
David Whyte previously worked as Fund Operations Associate at Pimco and Financial Control at Northern Trust Corporation. David Whyte studied at Acca.
Email format at PIMCO
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AeroLeads found 1 current-domain work email signal for David Whyte. Compare company email patterns before reaching out.
About David Whyte
Since leaving university I have gained experience within commercial and retail banking with Northern Trust and ANZ. My experience includes client services, settlement of trades, payment of commission and trail commission and has been complemented by my academic background in Finance. I have a strong determination to succeed combined with a problem-solving and goal-oriented philosophy. Currently I am aiming to pass my accountancy exams. I’m in the final stages of my ACCA studies and to date I have 2 exams remaining.
Listed skills include Finance, Risk Management, Hedge Funds, Business Analysis, and 6 others.
David Whyte's current company
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David Whyte work experience
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Financial Control
NAV Production- Review the monthly fund expenses to ensure amounts being expensed within the month are in line with client’s expectations. - Review monthly transactions to ensure operating expenses, capital items and suspense items are assigned to the side type.- Co-ordinate the “snap” of the books between all shared service teams so that we can meet the.
Technical Coordinator
Overhaul of the Trail Commission process:- This project was designed to bring the commission’s team up to the standard expected by Audit.- Conduct a review of each client and their Trail Commission Agreements.- Liaise with the Fund Managers (FM) to get any missing details on file. If agreements cannot be sent in by FM then Terms of Businesses (TOB) are to.
Client Services
Servicing Client Accounts - Opening and Closing Clients A/C.- Approve transfers, maintain account consolidations and create/delete account users per client instruction.- Approve client instructions and distribute to the various teams within NT.Management and Custody Fees - Compile month end Management Fees and Custody Fees for senior management approval..
Service Consultant Resolutions
Customer queries- Preparation and verification of incoming customer requests for Bank Cheques, Cash Collections, Overseas drafts and FX cash collections.- Address and respond in a timely manner to internal and external queries relating to banking transactions on accounts, missing deposit bags, dishonoring cheques and ordering cheque/deposit books for.
Funds Technician
Building successful working relationships with business units and support teams - Becoming a trusted advisor to senior management within the business unit.- Building relationships with the various fund managers to ensure client satisfaction is achieved.- Coordinate with the NT’s business units to ensure client queries are dealt with in a timely manner..
Colleagues at PIMCO
Other employees you can reach at pimco.com. View company contacts for 3497 employees →
Xin (Charlotte) Qiu
Colleague at Pimco
New York, New York, United States, United States
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JS
Joseph Sevigny
Colleague at Pimco
Pomona, California, United States, United States
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LN
Lwando Ndabankulu, Cfa
Colleague at Pimco
London, England, United Kingdom, United Kingdom
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AT
Andy Toussaint
Colleague at Pimco
New York, New York, United States, United States
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MK
Mathew Kim
Colleague at Pimco
Los Angeles Metropolitan Area, United States
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VY
Vadim Yasnov
Colleague at Pimco
Newport Beach, California, United States, United States
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BS
Bhagat S. Rawat
Colleague at Pimco
Orange County, California, United States, United States
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JC
Juan Chavarria
Colleague at Pimco
Boston, Massachusetts, United States, United States
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TR
Tom Reut
Colleague at Pimco
New York, New York, United States, United States
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SR
Sydney Rosen
Colleague at Pimco
New York, New York, United States, United States
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David Whyte education
Education record
Master Of Science (Msc), Finance, General, 2.1
Bachelor'S Degree, Finance, General, 2.2
Frequently asked questions about David Whyte
Quick answers generated from the profile data available on this page.
What company does David Whyte work for?
David Whyte works for PIMCO.
What is David Whyte's role at PIMCO?
David Whyte is listed as Fund Operations Associate at PIMCO at PIMCO.
What is David Whyte's email address?
AeroLeads has found 1 work email signal at @northerntrust.com for David Whyte at PIMCO.
Where is David Whyte based?
David Whyte is based in Ireland, Ireland, Ireland while working with PIMCO.
What companies has David Whyte worked for?
David Whyte has worked for Pimco, Northern Trust Corporation, and Anz.
Who are David Whyte's colleagues at PIMCO?
David Whyte's colleagues at PIMCO include Xin (Charlotte) Qiu, Joseph Sevigny, Lwando Ndabankulu, Cfa, Andy Toussaint, and Mathew Kim.
How can I contact David Whyte?
You can use AeroLeads to view verified contact signals for David Whyte at PIMCO, including work email, phone, and LinkedIn data when available.
What schools did David Whyte attend?
David Whyte studied at Acca.
What skills is David Whyte known for?
David Whyte is listed with skills including Finance, Risk Management, Hedge Funds, Business Analysis, Analysis, Microsoft Excel, Transfer Agency, and Rebates.
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