Don Duncan

Don Duncan Email and Phone Number

Senior Manager Financial Process Engineering at Transamerica @ Transamerica
maryland, united states
Don Duncan's Location
Stamford, Connecticut, United States, United States
Don Duncan's Contact Details

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About Don Duncan

Senior Director with 15+ years’ experience with change management, business development and investment operations in capital markets. Demonstrated ability to assess processes, identifying efficient and effective ways to improve and reduce operational risk.Investment Operations | Process ImprovementEmail: dejktduncan@gmail.comAccomplished leader able to act with complete transparency for audit and risk mitigation. Strength in organizational skills, technical acumen in numerous trade systems, processes and front – middle – back office knowledge to proficiently manage team’s development, growth and success.Strong managerial education from the GE Crotonville Training Center and Six Sigma certified. Forward thinking manager with ability to oversee teams in local, remote and vendor management capacities.CORE COMPETENCIES:· Trade Operations· Project Management· Team Leadership· Operational Risk· Collateral Management· Process Improvements· Change Management· Fixed Income/Equities· Custody Banks· Vendor ManagementACCOMPLISHMENTS:~ Helped launch and grow cash management business for GE and clients, growing from $3B to $23B. Established investment policy, developed systems for cash, repo, security lending, bonds, improved electronic trading and straight through processes, lowered risk, improved compliance and enhanced audit monitoring with better transparency. ~ Migrated all asset class trading and portfolio management from 3 systems to 1, lowered vendor costs, personnel effort, reduced data fees and IT support, saving $800K per year in system costs. All trading and positions were real-time with improved pricing and compliance reporting.~ Created a pro-active team management with 28 team members across 5 office locations in 4 countries along with 8 remote locations for other staff. Improved project management by 17% and engaged the team in a collaborative style.Contact me at dejktduncan@gmail.com for any Investment Operations opportunities.

Don Duncan's Current Company Details
Transamerica

Transamerica

View
Senior Manager Financial Process Engineering at Transamerica
maryland, united states
Website:
transamerica.com
Employees:
14007
Don Duncan Work Experience Details
  • Transamerica
    Senior Manager Financial Process Engineering
    Transamerica Dec 2018 - Present
    Harrison, New York
  • Ss&C Technologies
    Senior Director Project Management
    Ss&C Technologies Aug 2016 - Jan 2018
    Greater New York City Area
    Responsible for software implementations on treasury, asset manager, insurance financial services products. Oversee annual budget/revenue components of $2.8 mil. Act as lead project manager for all clients to ensure best practices, business process reviews, operational risk assessment, timely implementations and effective controls gaining client support, creating new revenue opportunites and stronger retention and usage of products. Manage remote team of 28 in New York, Hartford, London, Malaysia, San Francisco while evolving team on professional skills and development.
  • General Motors Asset Management
    Director Investment Operations
    General Motors Asset Management Dec 2010 - Jul 2016
    New York, New York
    Responsible for the investment operations of $117 Billion in total and $32B managed in-house of Fixed Income, Equity, FX, Hedge Funds and OTC derivative management. Includes accounting, trade capture, settlements, collateral management, custody, performance analytics, operational risk oversight, cash management and maintenance of security master.Implemented change management to gain efficiency, better transparency, tighter controls through full life cycle of trade activity. Assess key risks, create/monitor key performance indicators, while managing annual budget on costs, external management fees, policies and procedures, ALM and risk mitigation for the pension assets. Assess, recommend and implement new systems on trading, collateral management, settlement, reporting and compliance. Manage 12 vendor teams and 45 members across 5 locations on fiduciary duties for Pension assets.
  • Ge
    Vice President Fixed Income
    Ge Sep 2001 - Aug 2010
    Stamford, Connecticut
    Founded active treasury management group, growing from $2 to $23 Billion. Responsible for the cash allocation committee execution of the Pension Plan. Spearheaded all daily investments of cash balances, maintaining liquidity/funding for trades/acquisitions by managers. Develop and evolve system infrastructure for treasury, trading, risk management, trade operations, data integrity and custody. Lead strategy, policy and guideline development (ERISA, SEC, 2a-7 Funds) for cash management and investing. Received extensive leadership and management training courses on managing teams, facilitation, project management, GE Audit practices and Six Sigma.
  • General Electric
    Portfolio Manager
    General Electric Oct 1995 - Aug 2001
    Stamford, Connecticut
    Manage high quality money market funds worth $3.1B and banking operations on residual cash balances valued at $3.5B. Developed and managed in-house cash pools coordinating with tax and legal team for requirements in both US, Canada, Puerto Rico. Built team five-fold, including trade operations, assistant portfolio managers and credit analysts. Establish protocol for active cash management for security lending, insurance regulations and treasury account management.
  • General Electric
    Trade Operations Manager
    General Electric Dec 1992 - Sep 1995
    Stamford, Connecticut
    Led team for settling all trades across asset sectors of Fixed Income, Equity, International Equity and Private Placement. Evolve systems, policies, controls for trades settlement, collateral movement, wire transfer, data quality and expanded data sources for better analysis, accurate records, one-touch processing to reduced fails/overdrafts.

Don Duncan Skills

Fixed Income Portfolio Management Equities Asset Management Treasury Securities Banking Finance Investments Mutual Funds Financial Services Six Sigma Hedge Funds Trading Management Competitive Analysis Cash Management Asset Managment Asset Allocation Derivatives Change Management Project Management Capital Markets Risk Management Bloomberg Team Leadership Investment Operations Collateral Management Order Management Futures Business Transformation Financial Modeling Valuation Financial Analysis Foreign Exchange Options Leadership Agile And Waterfall Methodologies Cross Functional Team Leadership Gantt Project Microsoft Excel Microsoft Office Microsoft Powerpoint Business Process Improvement Team Building Customer Service Investment Banking

Don Duncan Education Details

Frequently Asked Questions about Don Duncan

What company does Don Duncan work for?

Don Duncan works for Transamerica

What is Don Duncan's role at the current company?

Don Duncan's current role is Senior Manager Financial Process Engineering at Transamerica.

What is Don Duncan's email address?

Don Duncan's email address is dd****@****hoo.com

What is Don Duncan's direct phone number?

Don Duncan's direct phone number is +120325*****

What schools did Don Duncan attend?

Don Duncan attended University Of Rhode Island - College Of Business.

What skills is Don Duncan known for?

Don Duncan has skills like Fixed Income, Portfolio Management, Equities, Asset Management, Treasury, Securities, Banking, Finance, Investments, Mutual Funds, Financial Services, Six Sigma.

Who are Don Duncan's colleagues?

Don Duncan's colleagues are Timothy Briody, Dominic Iemma, Kris Kucera, Kevin Otero, Thelma Quila, Cierra Desmaratti, Teresa Carey.

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