Dan Mullane

Dan Mullane Email and Phone Number

Vice President, Senior Personal Trading Compliance Specialist at Loomis, Sayles & Company @ Loomis, Sayles & Company
boston, massachusetts, united states
Dan Mullane's Location
Somerville, Massachusetts, United States, United States
Dan Mullane's Contact Details

Dan Mullane work email

Dan Mullane personal email

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About Dan Mullane

Dan Mullane is a Vice President, Senior Personal Trading Compliance Specialist at Loomis, Sayles & Company at Loomis, Sayles & Company. He possess expertise in sungard protegent pta, microsoft word, lotus notes, powerpoint, microsoft excel and 1 more skills.

Dan Mullane's Current Company Details
Loomis, Sayles & Company

Loomis, Sayles & Company

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Vice President, Senior Personal Trading Compliance Specialist at Loomis, Sayles & Company
boston, massachusetts, united states
Website:
loomissayles.com
Employees:
916
Dan Mullane Work Experience Details
  • Loomis, Sayles & Company
    Vice President Senior Personal Trading Compliance Specialist
    Loomis, Sayles & Company Jul 2006 - Present
    Boston, Massachusetts, United States
  • Loomis, Sayles & Company
    Compliance Specialist
    Loomis, Sayles & Company 2006 - Present
    Greater Boston Area
    - Provide administrative support as needed- Prepare and send monthly, quarterly and annual guideline compliance certifications for clients- Review new employee accounts to determine if they are reportable and/or require any exemptions from the company's Code of Ethics rules- Draft exemption memos as necessary- Set up employee accounts in PTA and send 407 request letters to brokers- Review broker account statements for employee accounts and ensure holdings and transactions are correctly entered into PTA- Set up new securities in PTA- Manually review employee pre-trade clearance requests that do not pass all automated checks- Review daily PTA data exception reports and correct data errors

Dan Mullane Skills

Sungard Protegent Pta Microsoft Word Lotus Notes Powerpoint Microsoft Excel Administrative Assistants

Dan Mullane Education Details

Frequently Asked Questions about Dan Mullane

What company does Dan Mullane work for?

Dan Mullane works for Loomis, Sayles & Company

What is Dan Mullane's role at the current company?

Dan Mullane's current role is Vice President, Senior Personal Trading Compliance Specialist at Loomis, Sayles & Company.

What is Dan Mullane's email address?

Dan Mullane's email address is dm****@****les.com

What schools did Dan Mullane attend?

Dan Mullane attended Umass Lowell.

What skills is Dan Mullane known for?

Dan Mullane has skills like Sungard Protegent Pta, Microsoft Word, Lotus Notes, Powerpoint, Microsoft Excel, Administrative Assistants.

Who are Dan Mullane's colleagues?

Dan Mullane's colleagues are John Demelo, Steven A. Swimmer, David Rolley, Daniel Nygren, Nate Henderson, Colin Prior, Cfa, Aubrey Baird.

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