Senior Associate
Current
Mar 2022 - Present
AeroLeads people directory · profile
Dylan Walters Email & Phone Number
Senior Associate
at
SS&C Technologies
1 work email found
@ssctech.com
2 phones found area 347 and 314
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Who is Dylan Walters? Overview
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Quick answer
Dylan Walters is listed as Senior Associate at SS&C Technologies, based in Brooklyn, New York, United States. AeroLeads shows a work email signal at ssctech.com, phone signal with area code 347, 314, and a matched LinkedIn profile for Dylan Walters.
Dylan Walters previously worked as Real Estate Agent at Nest Seekers International and Associate at Globetax. Dylan Walters holds Bachelor Of Business Administration (B.B.A.), Finance, General from Baruch College.
Company email context
Email format at SS&C Technologies
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{first}.{last}@ssctech.com
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AeroLeads found 1 current-domain work email signal for Dylan Walters. Compare company email patterns before reaching out.
Profile bio
About Dylan Walters
Dynamic finance professional with a Bachelor's degree in Finance from Baruch College and a track record of success in investor relations, client service, and real estate sales. Experienced in financial analysis, compliance, and client relationship management. Skilled in leading cross-functional teams, driving operational efficiencies, and delivering exceptional client service. Proficient in Microsoft Office Suite, Salesforce, and Bloomberg, with certifications in financial modeling from Wharton. Strong communication skills and a collaborative problem-solving approach.
Listed skills include Customer Service, Leadership, Time Management, Microsoft Excel, and 15 others.
Current workplace
Dylan Walters's current company
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4 roles
Dylan Walters work experience
A career timeline built from the work history available for this profile.
Real Estate Agent
Current• Assist Investors, potential homeowners and renters in buying and selling real estate throughout New York City• Represent buyers and sellers in purchase of property and rental units throughout New York City• Provide estimates and analytics of building and home monetary values to help clients make investment decisions
Feb 2017 - Present
Associate
-Demonstrate advanced understanding of the dividends, investment instruments, (e.g. depositary receipts), international financial markets and the firm’s proprietary systems.- Own the tax reclamation process of 4 markets Spain, Norway, Italy, and Ireland mastering nuances and assisting in other markets when necessary.- Coordinate FXs and process payments, ensuring funds are distributed to the proper clients promptly.- Build and code registered shareholder files in Excel using Index Matching and other formulas.- Generate monthly invoicing reports for senior management, including billing for all markets that fall under my team.- Analyze the company’s YTD revenue P&L from prior years against current results for each market to incorporate business intelligence efforts and future projections.- Assist the Sales, Relationship Management, and Business Development teams with market specific strategies and external client calls.- Cross-train Associate and Manager level employees on the different market operational procedures in the Spanish.- Liaise between market place financial institutions, depositary banks, DTCC, and foreign tax authorities, ensuring claims are submitted timely and accurately in a fast-paced high-pressure environment.
Jul 2019 - Mar 2022
Finance Associate
• Work closely with senior brokers to develop appropriate financial portfolios for clients• Communicate complex information to clients to help them make informed financial decisions • Deposit and withdraw client checks and wiring transactions worth more than $10,000,000 weekly• Assist financial analyst with financial services offered to clients and provide operational and administrative support• Developed an understanding of brokerage functions ranging from prospecting to money management
Oct 2013 - May 2018
2 education records
Dylan Walters education
Bachelor Of Business Administration (B.B.A.), Finance, General
Baruch College
Associate'S Degree, Business Administration And Management, General
Kingsborough Community College
FAQ
Frequently asked questions about Dylan Walters
Quick answers generated from the profile data available on this page.
What company does Dylan Walters work for?
Dylan Walters works for SS&C Technologies.
What is Dylan Walters's role at SS&C Technologies?
Dylan Walters is listed as Senior Associate at SS&C Technologies.
What is Dylan Walters's email address?
AeroLeads has found 1 work email signal at @ssctech.com for Dylan Walters at SS&C Technologies.
What is Dylan Walters's phone number?
AeroLeads has found 2 phone signal(s) with area code 347, 314 for Dylan Walters at SS&C Technologies.
Where is Dylan Walters based?
Dylan Walters is based in Brooklyn, New York, United States while working with SS&C Technologies.
What companies has Dylan Walters worked for?
Dylan Walters has worked for Ss&C Technologies, Nest Seekers International, Globetax, and Td Ameritrade.
How can I contact Dylan Walters?
You can use AeroLeads to view verified contact signals for Dylan Walters at SS&C Technologies, including work email, phone, and LinkedIn data when available.
What schools did Dylan Walters attend?
Dylan Walters holds Bachelor Of Business Administration (B.B.A.), Finance, General from Baruch College.
What skills is Dylan Walters known for?
Dylan Walters is listed with skills including Customer Service, Leadership, Time Management, Microsoft Excel, Microsoft Word, Powerpoint, Access, and Bloomberg Terminal.
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