Don Duncan Email & Phone Number

Harrison, New York

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.

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.

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.

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.

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.