Derek E. Dolan, Cfa, Caia Email & Phone Number

Boston, Ma, Us

Boston, Ma

• Maintain and develop relationships with investment consultants, registered investment advisors and wealth management professionals with assets under advisement ranging from $250 million to $2 trillion• Analyze asset allocation policies and client types to determine best strategic investment opportunities• Supervise coverage of up to 18 existing institutional client accounts totaling over $500 million in assets

Boston, Ma

• Maintained 30 institutional client accounts with assets under management over $700 million as primary point of contact while also acting as primary contact for 11 consulting firm relationships with up to $60 billion in assets under advisement• Presented firm’s organizational updates, investment philosophy and process, portfolio performance, current portfolio positioning and market trends to clients and consultants• Participated in finals presentations and accounted for $30 million… Show more • Maintained 30 institutional client accounts with assets under management over $700 million as primary point of contact while also acting as primary contact for 11 consulting firm relationships with up to $60 billion in assets under advisement• Presented firm’s organizational updates, investment philosophy and process, portfolio performance, current portfolio positioning and market trends to clients and consultants• Participated in finals presentations and accounted for $30 million of new assets under management Show less

Boston, Ma

• Collaborated with Relationship Managers as secondary point of contact for existing clients with combined assets under management of $1.2 billion• Directed the distribution of client portfolio reports and displayed strong leadership skills as a senior member of the team coordinating the distribution of over 300 client portfolio reports • Formulated an improved process for checking reports to cut down workload from a 2-3-day process per Client Service Associate to less than half a… Show more • Collaborated with Relationship Managers as secondary point of contact for existing clients with combined assets under management of $1.2 billion• Directed the distribution of client portfolio reports and displayed strong leadership skills as a senior member of the team coordinating the distribution of over 300 client portfolio reports • Formulated an improved process for checking reports to cut down workload from a 2-3-day process per Client Service Associate to less than half a day per Associate, increasing total team capacity Show less

Boston, Ma

• Exhibited strong communication skills on a daily basis by being the primary contact for over twenty brokers regarding the reconciliation of securities lending contract breaks• Facilitated the movement of collateral between brokers and custodian banks via the Depository Trust Company (DTC). Daily volume of 500 – 600 transactions with total value in excess of $1 billion• Demonstrated ability to multitask while working quickly in order to meet deadlines• Examined under… Show more • Exhibited strong communication skills on a daily basis by being the primary contact for over twenty brokers regarding the reconciliation of securities lending contract breaks• Facilitated the movement of collateral between brokers and custodian banks via the Depository Trust Company (DTC). Daily volume of 500 – 600 transactions with total value in excess of $1 billion• Demonstrated ability to multitask while working quickly in order to meet deadlines• Examined under collateralized items and quickly acted to ensure that our clients never had overnight exposure Show less

Boston, Ma

• Organized client work papers for the preparation of completing tax returns• Prepared individual, partnership, and corporate tax returns• Deciphered financial statements to perform capital account analyses

Wellesley, Ma

• Performed quantitative analysis on client portfolios in excess of $3,000,000 and assisted financial advisors in recommending changes to client portfolios, using Morningstar and Excel.• Prepared presentation materials for client meetings.• Researched and handled follow-up with clients on outstanding issues.

Master Of Business Administration (Mba)

Bachelor Of Science In Business Administration, Finance And Accounting

Irish History And Irish Literature