Frank Harte Email and Phone Number
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Public company CFO with broad knowledge of the financial services industry including international markets, financial products, corporate finance, strategic planning and accounting. Progressive leader, business strategist and trusted advisor with record of sound financial guidance in complex situations. Proven record of establishing cross‐functional partnerships to deliver outstanding results throughout the organization. Known as a creative thinker with a strong work ethic who is relentless in the pursuit of creating shareholder value. Proven track record in deal execution, business integration, problem solving, team‐building and serving as a key member of senior management.Core Competencies: Deal Execution // IPOs // Business Integration // Strategic LeadershipInternational Financial Reporting Standards // Bank Relations // Rating Agencies Business Transformation // Cost Reductions // Financial Projections Controllership // Compensation Programs // Sarbanes-Oxley ComplianceEnterprise Risk Management // Equity Offerings Private Placement Debt Offering // Financial Planning and AnalysisTax // Product Control // MIS // Regulatory // ValuationProblem Solving // Team Building
New York Life Investments
View- Website:
- morethaninvesting.com
- Employees:
- 953
- Company phone:
- 212-576-7000
- Company email:
- socialmedia@newyorklife.com
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Senior Managing Director And Chief Financial OfficerNew York Life InvestmentsNew York, Ny, Us
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Senior Managing Director & Chief Financial OfficerNew York Life InvestmentsNew York, Ny
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Senior Managing Director & Chief Financial Officer - Asset ManagementNew York Life Insurance Company Jun 2014 - PresentNew York, New York, Us -
Managing Director & Chief Financial OfficerArtio Global Investors 2002 - 2013Responsible for controllership, strategic planning, investor relations, treasury, enterprise risk management, tax, Sarbanes-Oxley compliance, balance sheet management, and leadership of the finance function. Department budget of $8M, with a team of 18 (six direct reports).Key Accomplishments:•Led the IPO process, which raised approximately $700M. Engaged bankers and attorneys, interacted with regulators and equity analysts, recruited staff, and developed the registration statement.•Led negotiations with lenders/rating agencies to establish a $110M loan facility. •Spearheaded $60M expense-reduction program to maintain profitability throughout rapid decline.•Identified strategic alternatives that led to sale of business to Aberdeen Asset Management. •Managed business through challenging time while reducing headcount by 40%.•Partnered with board of directors on evaluating strategic alternatives.•Oversaw separation from Julius Baer Group, which initially started as a trade sale in 2007 and eventually resulted in an IPO in 2009.•Managed private banking business sale with $5B of AUM to UBS.•Key member of management team that transformed the Julius Baer private banking/securities business into one of the fastest growing asset managers in the U.S. during the 2002-2009 period.•Implemented New Product and Capital Committees to ensure capital/business line accountability.•Spearheaded establishment of a strategy function to identify non-organic growth opportunities.•Oversaw enterprise-wide risk management.•Implemented tax planning strategies.•Led negotiations with portfolio management teams on the implementation of a profit-share approach in lieu of discretionary bonuses.•Implemented performance-based stock plans, which provided for competitive compensation and maintained shareholder alignment. •Coordinated secondary equity offering and private placement debt offering.•Oversaw the implementation of Sarbanes-Oxley program throughout firm.
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Managing Director & Chief Financial Officer, AmericasDresdner Kleinwort Wasserstein 1996 - 2002Responsible for the Americas finance organization, with a $90B balance sheet and $500M in revenue. Directed financial planning/analysis, accounting, tax, product control, budgeting, MIS, regulatory, facilities management, and administration, with a 90-person department managed by a nine-person team. Oversaw product control and business support functions for equity sales and trading, fixed income, foreign exchange, derivatives, money markets, corporate finance, commodities, corporate lending, private banking, asset management, leasing, and private equity. Key member of management and global CFO committee. Presented at Frankfurt board meetings with the CEO.Key Accomplishments:•Selected by CEO to serve on the three-person Integration Steering Committee to determine most efficient manner to merge three culturally diverse organizations into a single integrated business. Resulted in full integration of businesses and support services, with all relevant regulatory approvals, in record time. •Developed a product control function to monitor/report the firm's risks to trading products.•Launched a PC-based client service technology, which assisted management in long-range business planning and resulted in measurable improvement of data timeliness/accuracy.•Spearheaded new-product evaluation for efficient allocation of capital, resources, and management. •Led turn-around of the weak and regulatory-deficient finance function into a first-class function with re-engineered processes and positive audit/regulatory reviews.•Introduced a global PC-based group reporting and budgeting system, which led to a 50% reduction in the time required to report results.•Proposed and implemented an innovative legal entity structure to minimize group's tax liability. -
Chief Financial OfficerKleinwort Benson 1988 - 1996London, GbGroup Financial Controller, Kleinwort Benson Group PLC, London, England 1992-1993Directed consolidation of worldwide results and production of global management accounts, statutory financial statements, and the Annual Report. Provided senior management with financial analysis and commentary for shareholder meeting. Implemented system to provide timely management information regarding worldwide revenue by client.Vice President and Controller, Kleinwort Benson North America, Inc., New York, NY 1989-1992Controllership responsibilities over all New York-based activities. Products supported included equity sales and trading, private equity, asset management, corporate bonds, leasing, commodities, and corporate lending. Restructured department from several functional areas to one centralized support team. -
Avp, Financial ReportingFirst Boston Corporation 1985 - 1988Department responsibilities included consolidation of global activities, P&L and balance sheet analysis, and SEC reporting. Member of financial team that supported M&A during Credit Suisse/First Boston merger. -
Senior AccountantDeloitte Jun 1983 - Oct 1985Worldwide, Oo
Frank Harte Skills
Frank Harte Education Details
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Nyu Stern School Of BusinessAccounting
Frequently Asked Questions about Frank Harte
What company does Frank Harte work for?
Frank Harte works for New York Life Investments
What is Frank Harte's role at the current company?
Frank Harte's current role is Senior Managing Director and Chief Financial Officer.
What is Frank Harte's email address?
Frank Harte's email address is fr****@****aer.com
What is Frank Harte's direct phone number?
Frank Harte's direct phone number is +184328*****
What schools did Frank Harte attend?
Frank Harte attended Nyu Stern School Of Business.
What skills is Frank Harte known for?
Frank Harte has skills like Corporate Finance, Finance, Asset Management, Financial Analysis, Financial Reporting, Financial Services, Equities, Mergers And Acquisitions, Financial Modeling, Private Equity, Accounting, Fixed Income.
Who are Frank Harte's colleagues?
Frank Harte's colleagues are Doug Euchenhofer, Samuel Pugh, Matt Godelman, John Viglione, Cima®️, Kimber Ericksen, Lutcf, Lee Madden, Cfa, Caia, Cfp, Tom Schmom.
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