Alternative Investments
Current
Apr 2024 - Present
AeroLeads people directory · profile
David Mcfarland Email & Phone Number
Senior Investment Accounting Manager | Client Onboarding | Risk Management | Quality Controls | Detail Oriented
at
U.S. Bank
1 work email found
@bnymellon.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Investment Accounting Manager | Client Onboarding | Risk Management | Quality Controls | Detail Oriented
Location
New York City Metropolitan Area, United States, United States
Company size
Who is David Mcfarland? Overview
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Quick answer
David Mcfarland is listed as Senior Investment Accounting Manager | Client Onboarding | Risk Management | Quality Controls | Detail Oriented at U.S. Bank, a company with 59540 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at bnymellon.com and a matched LinkedIn profile for David Mcfarland.
David Mcfarland previously worked as Alternative Investments at U.S. Bank and Vice President, Lead Manager: US Funds Operations at Bny Mellon. David Mcfarland holds Bachelor Of Business Administration, Accounting from Texas Tech University - Rawls College Of Business.
Company email context
Email format at U.S. Bank
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{first}.{last}@bnymellon.com
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AeroLeads found 1 current-domain work email signal for David Mcfarland. Compare company email patterns before reaching out.
Profile bio
About David Mcfarland
Detail oriented Senior Manager of fund accounting operations servicing 40 Act and 33 Act products with proven success leading production teams to meet daily deadlines. Key strengths in management, projects, training, risk mitigations and problem resolution. Hands-on troubleshooter with strong technical and analytical skills relating to fund accounting principles and processes. Expertise includes:• Accounting–Mutual Funds/ETFs/CEFs• Automation Implementation • Quality Controls• Client Management• Project Management• Staff Development• Risk Management• Client OnboardingAvailable to discuss new opportunities, please contact me at d.mcfarland87@yahoo.com
Listed skills include Financial Analysis, Equities, Fixed Income, Mutual Funds, and 31 others.
Current workplace
David Mcfarland's current company
Company context helps verify the profile and gives searchers a useful next step.
U.S. Bank
8 roles · 37 years
David Mcfarland work experience
A career timeline built from the work history available for this profile.
Vice President, Lead Manager: Us Funds Operations
Managed staff of accountants to support daily sign off of NAVs and oversaw daily Cash and Asset Recons for 900+ funds. Implemented roll out of Transaction Review and Control Engine (TRACE) for US Fund Accounting Operations to mitigate risk and gain efficiencies.
2020 - 2023
~3 yrs
Vice President - Director Eagle Onboarding
Evaluated clients assigned to convert from legacy accounting platform to Eagle Star Investment Systems. Converted 30+ clients onto Eagle and implemented new workflows, as needed.
2015 - 2020
~5 yrs
Vice President - Group Accounting Manager
Managed an accounting staff support 200+ Mutual Funds for 35 clients performing the daily NAV operations
2014 - 2015
~1 yr
Senior Accounting Manager
Financial Services And Investment Management
Expertise in Mutual Funds/ETFs, Quality Controls and Project Management | Financial Services Industry
2013 - 2014
~1 yr
Vice President
Responsible for the Accounting functions related to all Exchange Traded Funds serviced in New York
1998 - 2013
~15 yrs
Manager
Performed all Accounting activities related to the Accounting cycle of the porfolios including, but not limited to, financial reporting, compliance, training and board of directors reports.
1990 - 1998
~8 yrs
1989 - 1990
~1 yr
Team & coworkers
Colleagues at U.S. Bank
Other employees you can reach at usbank.com. View company contacts for 59540 employees →
KR
Karen Romero
Colleague at U.S. BankMexico City Metropolitan Area, Mexico
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GT
Godfrey Turk
Colleague at U.S. BankAurora, Colorado, United States, United States
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RJ
Rodrigo J. Navarrete
Colleague at U.S. BankBakersfield, California, United States, United States
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LV
Lew Vogel
Colleague at U.S. BankCottage Grove, Minnesota, United States, United States
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MM
Mark Masdal
Colleague at U.S. BankSt Charles, Missouri, United States, United States
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SB
Scott Beyer
Colleague at U.S. BankMilwaukee, Wisconsin, United States, United States
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JR
Jones Randy
Colleague at U.S. BankRidgefield, Washington, United States, United States
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TT
Todd Tucker
Colleague at U.S. BankCharlotte, North Carolina, United States, United States
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AT
Amy Thoms
Colleague at U.S. BankRock Island County, Illinois, United States, United States
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SD
Steven Dominguez
Colleague at U.S. BankNewport Beach, California, United States, United States
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Karen Romero
Colleague at U.S. BankMexico City Metropolitan Area, Mexico
View →
GT
Godfrey Turk
Colleague at U.S. BankAurora, Colorado, United States, United States
View →
RJ
Rodrigo J. Navarrete
Colleague at U.S. BankBakersfield, California, United States, United States
View →
LV
Lew Vogel
Colleague at U.S. BankCottage Grove, Minnesota, United States, United States
View →
MM
Mark Masdal
Colleague at U.S. BankSt Charles, Missouri, United States, United States
View →
SB
Scott Beyer
Colleague at U.S. BankMilwaukee, Wisconsin, United States, United States
View →
JR
Jones Randy
Colleague at U.S. BankRidgefield, Washington, United States, United States
View →
TT
Todd Tucker
Colleague at U.S. BankCharlotte, North Carolina, United States, United States
View →
AT
Amy Thoms
Colleague at U.S. BankRock Island County, Illinois, United States, United States
View →
SD
Steven Dominguez
Colleague at U.S. BankNewport Beach, California, United States, United States
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1 education record
David Mcfarland education
FAQ
Frequently asked questions about David Mcfarland
Quick answers generated from the profile data available on this page.
What company does David Mcfarland work for?
David Mcfarland works for U.S. Bank.
What is David Mcfarland's role at U.S. Bank?
David Mcfarland is listed as Senior Investment Accounting Manager | Client Onboarding | Risk Management | Quality Controls | Detail Oriented at U.S. Bank.
What is David Mcfarland's email address?
AeroLeads has found 1 work email signal at @bnymellon.com for David Mcfarland at U.S. Bank.
Where is David Mcfarland based?
David Mcfarland is based in New York City Metropolitan Area, United States, United States while working with U.S. Bank.
What companies has David Mcfarland worked for?
David Mcfarland has worked for U.S. Bank, Bny Mellon, Financial Services And Investment Management, New York Life Insurance Company, and Dreyfus.
Who are David Mcfarland's colleagues at U.S. Bank?
David Mcfarland's colleagues at U.S. Bank include Karen Romero, Godfrey Turk, Rodrigo J. Navarrete, Lew Vogel, and Mark Masdal.
How can I contact David Mcfarland?
You can use AeroLeads to view verified contact signals for David Mcfarland at U.S. Bank, including work email, phone, and LinkedIn data when available.
What schools did David Mcfarland attend?
David Mcfarland holds Bachelor Of Business Administration, Accounting from Texas Tech University - Rawls College Of Business.
What skills is David Mcfarland known for?
David Mcfarland is listed with skills including Financial Analysis, Equities, Fixed Income, Mutual Funds, Securities, Financial Modeling, Asset Management, and Investments.
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