Doug Mccoy

Doug Mccoy Email and Phone Number

Director, Sales Reporting and Analytics @ Dynamic Funds
Toronto, ON, CA
Doug Mccoy's Location
Toronto, Ontario, Canada, Canada
Doug Mccoy's Contact Details

Doug Mccoy work email

Doug Mccoy personal email

n/a
About Doug Mccoy

Doug Mccoy is a Director, Sales Reporting and Analytics at Dynamic Funds. He possess expertise in mutual funds, investments, wealth management, financial services, asset management and 8 more skills.

Doug Mccoy's Current Company Details
Dynamic Funds

Dynamic Funds

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Director, Sales Reporting and Analytics
Toronto, ON, CA
Website:
dynamic.ca
Doug Mccoy Work Experience Details
  • Dynamic Funds
    Director, Sales Reporting And Analytics
    Dynamic Funds
    Toronto, On, Ca
    View
  • Dynamic Funds
    Director, Sales Reporting & Analytics
    Dynamic Funds Jun 2021 - Present
    Lead governance of mutual fund and ETF sales data; evolve sales reporting infrastructure to create interactive, infographic user experiences; promote use of statistical models & machine learning to realize hidden business opportunities
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  • Dynamic Funds
    Senior Manager, Business Solutions
    Dynamic Funds Dec 2015 - May 2021
    Created new department within Sales to enhance overall advisor experience; oversee design and implementation of analytics and reporting tools; lead cross-departmental projects to evolve business processes
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  • Dynamic Funds
    Manager & Change Agent, Enhanced Services & Training
    Dynamic Funds May 2014 - Nov 2015
    Joined Operational Effectiveness & Design team to review Client Administration business processes; developed and implemented action plans to realize efficiency gains; implemented management systems; developed KPIs & roll-up reporting
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  • Dynamic Funds
    Manager, Enhanced Services & Training (Business Support)
    Dynamic Funds Jan 2013 - Apr 2014
    Repurposed Enhanced Services to provide in-house business analysis, administer in-house data systems, develop customized reporting & business tools, lead in-house system testing, create training program, and launch department wiki; took on oversight of Advisor Administration Dept
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  • Dynamic Funds
    Manager, Client Administration (Transfer Agency)
    Dynamic Funds Aug 2010 - Dec 2012
    Responsible for Enhanced Services & Administrative Solutions, Registered Products, Research & Distribution; provided subject matter expertise across Dynamic Funds
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  • Dynamic Funds
    Supervisor, Enhanced Services & Administrative Solutions
    Dynamic Funds Aug 2008 - Aug 2010
    Dynamic Funds
    Responsible for Estates Department, hedge fund administration, fee based account programs, customized financial reporting, special projects, automatic rebalancing program, charitable giving program and adjustments & reconciliation department
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  • Dynamic Funds
    Supervisor, Enhanced Services & Alternative Products
    Dynamic Funds Feb 2007 - Aug 2008
    Responsible for estates department, hedge fund administration, fee based account programs, customized financial reporting & special projects
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  • Dynamic Funds
    Estates Specialist
    Dynamic Funds Apr 2005 - Feb 2007
    Created and managed estates department, estates database, estates call centre, estate tax project and death claim administration process
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  • Dynamic Funds
    Client Administrator
    Dynamic Funds Jul 2003 - Apr 2005
    Developed department training manual and processed financial and non-financial transactions
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Doug Mccoy Skills

Mutual Funds Investments Wealth Management Financial Services Asset Management Management Fixed Income Securities Finance Hedge Funds Capital Markets Relationship Management Financial Analysis

Doug Mccoy Education Details

Frequently Asked Questions about Doug Mccoy

What company does Doug Mccoy work for?

Doug Mccoy works for Dynamic Funds

What is Doug Mccoy's role at the current company?

Doug Mccoy's current role is Director, Sales Reporting and Analytics.

What is Doug Mccoy's email address?

Doug Mccoy's email address is dm****@****amic.ca

What schools did Doug Mccoy attend?

Doug Mccoy attended Queen's University.

What skills is Doug Mccoy known for?

Doug Mccoy has skills like Mutual Funds, Investments, Wealth Management, Financial Services, Asset Management, Management, Fixed Income, Securities, Finance, Hedge Funds, Capital Markets, Relationship Management.

Who are Doug Mccoy's colleagues?

Doug Mccoy's colleagues are Brendan Lisk, Howard Levitt, Richard Schuetz, Shloime Gruen, Vancy Leung, Brunon Pieszka, Byung Kim.

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