David Dolphin Email & Phone Number

United States

Jupiter, Florida, United States

- Assist in the preparation and review of financial statements, tax returns, and portfolio reports- Support cash flow management and budgeting activities, including preparing personalized financials, cash flow statements, and budgets- Perform accounts payable and receivable functions- Facilitate monthly closing processes- Maintain meticulous.

West Palm Beach, Florida, United States

- Promoted to Head of Training within one year of employment, overseeing the training of three new associates and coordinating live sessions for new and existing SMArtX clients.- Created comprehensive tutorial videos for SMArtX platform features, including scripting, recording, and regular updates of user guides with new feature releases.- Enhanced the.

West Palm Beach, Florida, United States

- Conducted live training demonstrations for new and existing clients, effectively guiding them through the latest features and functionalities of SMArtX.- Advocated for clients during the triage and resolution of high-severity cases, ensuring robust business operations and enhancing overall customer satisfaction.- Facilitated the seamless implementation.

Portland, Oregon, United States

- Provided high-touch operational support to financial advisors, including gathering, processing, and maintaining sensitive client data, ensuring confidentiality and accuracy throughout the process. - Facilitated efficient account openings, executed time-sensitive money movement requests, and prepared complex documentation for client review and signoff..

- Promoted within one year to help lead the day-to-day operations of a seven-person client service team managing $10 billion in ETF assets under active management.- Collaborated seamlessly with colleagues in Poland to design and optimize cross-border business processes, significantly enhancing efficiency and accuracy in critical information transfer.

- Calculated Net Asset Value (NAV) and conducted end-of-day reconciliation by harmonizing final net assets and related data across three distinct systems, ensuring consistent and precise NAV reporting.- Identified and promptly escalated any anomalies or suspicious activities to senior management, adhering strictly to corporate policies and guidelines for.

- Conducted comprehensive research and analyzed historical data to formulate the annual budget for the Kansas City Federal Reserve, ensuring accuracy and alignment with organizational goals.- Generated and analyzed quarterly spending reports, collaborating closely with department heads to assess budget requirements and optimize financial allocations..

- Executed oversight, audit, and compliance tasks for State Street's Specialized Processing Group, including thorough review and authorization of high-risk transactions to ensure adherence to regulatory standards.- Implemented streamlined logistics protocols that significantly enhanced the efficiency and accuracy of wire activity transactions, improving.

- Ensured meticulous adherence to regulatory and audit requirements for market trade-related transactions, maintaining compliance and integrity in financial operations.- Appointed by senior management to train new hires, cultivating a skilled and knowledgeable workforce.- Demonstrated exceptional performance by consistently surpassing monthly targets with.