Gage Gorman Email & Phone Number

Mount Shasta, Ca, Us

North America

Gage serves as a Senior Vice President on the Institutional Client Services Strategy & Transformation team and in this role drives digital product initiatives that streamline and automate operations for Loan Market Solutions in the U.S. and Europe.

San Francisco, California, United States

• Project Lead SME - Worked with tier 1 broker dealer and agent bank for syndicated loans (bank loans) in global investment operations, organizational restructure, change management, key risk indicator reporting, and cash management enhancements.

United States

Partnering with Businesses to Drive Profitability, Growth, and SustainabilityI offer over 25 years of experience working with businesses of all sizes, from small startups to large corporations, to enhance profitability, manage growth, and ensure sustainable practices. My approach involves a hands-on methodology where I actively engage with the operational aspects to deliver customized, actionable solutions. Learn more about my work: https://gagegorman.comHighlighted Specialties:• Strategic Planning and Financial Management (Treasury, Bookkeeping, Accounting, Payroll, Tax Preparations, Reporting)• Marketing, Change Management, and Corporate Expertise in Hedge Fund Administration, Syndicated Loans, and Fintech• Coaching, Mentoring, Training, and Business Formation• System Migrations and ImplementationsIndustries Served:• Investment Banking, Broker Dealers, Consulting Firms, Asset Management• IT & Digital Services, Wellness & Spa, Life Coaching, Fitness & Yoga• Mental Health, Financial Advisory, Media Production, Culinary Arts• Retail (Health, Wellness, General, Specialty), Home Services, Construction• Personal Care, Chiropractic and Dental Practices, Interior DesignCorporate Expertise:• Hedge Fund Administration and Accounting• Syndicated Loans (Bank Loans, CLO, CDO)• Asset Management Investment Operations• Corporate Finance & Investment StrategyThis diverse experience across various industries has enabled me to forge successful partnerships with top-tier firms and niche businesses alike, from global investment banks to local wellness centers. I thrive in environments that require both strategic oversight and detailed, hands-on involvement.

San Francisco Bay Area / Mount Shasta

Geneva Suite. An industry-standard and comprehensive portfolio and investor accounting technology platform. [https://www.advent.com/geneva/].• Subject Matter Expertise: • Syndicated Loans | Bank Debt | Bank Loans. LSTA Member. • Complex Financial Assets. • Fund Administration | Fund Accounting | GP & LP Distributions.• Product Manager for Geneva Accounting | Product Owner (Certified).• Scrum Master (Certified).• Ideation to Deployment of New Products.• Enhancements of New Features to Established Products. • Quantitative and Qualitative Data Analysis. • Client Requirements Gathering. • Functional Specification Creation and Collaboration. • User Experience Design (UX) (UI). • Quality Assurance | Testing. • Developer Collaboration | Code Review | Git Differences Research and Diff Approval. • Client Release Management and Documentation. • Client Training and Support.• Client Community Engagement.• Roadmap Ownership | Backlog Ownership.• Agile Methodologies | Software Development Life Cycle SDLC.• SaaS | CI/CD | AI/ML.• Led Geneva Move to Web-Based Dashboards, Workflows and AI/ML Integration.Special Mentions:• Geneva had a 6.5% year-on-year growth and a 102% renewal rate over a decade.• I was an industry expertise speaker at multiple client conferences globally.• Led SS&C multiple product systems conversion LIBOR to SOFR.• Fund Accounting and NAV Workflows Creation and Enhancements.• Delayed Compensation & Cost of Carry System Restructure and Enhancements.• Complex Asset Reporting with Robust Customizable Tools.• Scientific Amortization for Bank Debt. (Utilized TIPs).• Audit Trail Design and Implementation.• Fund Accounting Design and Implementation.• Collaborated with Sales and Marketing for Multiple New Client Closings.• Served as Implementation Trainer and Knowledge Expert.• Served as Client Support Escalation to Resolve Complex Client Issues.• Built web-based dashboards from ideation to launch.

San Francisco, California, United States

San Francisco, California, United States

San Francisco, California, United States

Greater Los Angeles Area

Ares Management Corporation (NYSE: ARES) a leading global alternative investment manager offering clients primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes. Distressed Debt, Private Debt, Private Equity, REITs• Managed Multiple Teams | Onsite | Offshore | Outsourced.• Fund Administration | Fund Accounting.• Trade Settlements.• Syndicated Loans | Bank Debt | Bank Loans | LSTA Member.• CLOs and CDOs.• Analysts | Waterfall Distributions | General Partner and Limited Partner Distributions.• Derivative | Credit Default Swaps | Interest Rate Swaps | Foreign Exchange (FX) | Options | Forward Contracts | ISDA Member.• Bonds.• Data Integrity | Security Master.• Agency Ratings | S&P, Fitch, Moodys.• Cash Management | Cash and Position Reconciliation | DTCC.• Fund & Trade Compliance.• Pricing | Asset Pricing | NAV.• Asset Performance Measurements.• Corporate Actions.Special Projects:• Advent Geneva & World Investor | Implementation | Upgrades | System Expert.• Wall Street Office (WSO) | Administrator | Fax | Data Service | Implementation | Upgrades | System Expert.• CDO Suite | Implementation | Upgrades.• Charles River | Implementation | Upgrades.• Mentored, Hired, Trained Numerous Employees.• Project Leader for Acquisitions of Clients and Onboarding New Clients.• Designed, Implemented, and Tested Numerous Technology Enhancements.

Sunnyvale, California, United States

Led projects, focusing on critical aspects such as system upgrades, SOX compliance, documentation, system security, maintenance, and troubleshooting. My efforts contributed to the overall improvement of the system's efficiency and reliability. Drove a comprehensive employee restructuring initiative, resulting in a 50% boost in productivity through streamlined processes and improved operational efficiencies.Applied financial expertise to create robust financial forecasting models, instrumental in budgeting, optimizing cash flow management, and projecting sales. These models provided valuable insights for informed decision-making.

Pasadena, California

In various roles, I significantly enhanced operations, nurtured key partnerships, and led pivotal projects, illustrating my comprehensive expertise and leadership:• Bank & Broker Relationship Management: Oversaw global outsourced teams, enhancing operational efficiency across domestic and international levels. Established key relationships with custodian banks and brokers, and developed a detailed database for strategic custodian network management.• Project Management Excellence: Directed a crucial 200-billion-dollar acquisition project, efficiently managing a diverse team of 75 across Singapore and New York. Ensured seamless integration by meticulously reviewing client accounts, system requirements, and staff expertise.• Innovations in Derivatives and Syndicated Loans: Dramatically improved financial instrument settlement processes, notably reducing Syndicated Loans settlement time by 30 days and achieving same-day margin call processing.• Strategic Contributions: Spearheaded the development of a comprehensive database system with robust APIs for tracking global banking networks, significantly boosting operational efficiency and client data accessibility, which contributed to a 30% increase in revenue. Led global acquisitions, strengthened client relationships, and directly influenced a 40% rise in client profits through strategic brokerage fee negotiations.• Leveraged my Bank of NY background: Hired and trained Bank of NY outsourced teams, enhancing operations, and establishing a pivotal outsourced asset processing and portfolio accounting partnership.•Led bank loans and derivatives operations teams. Standardized operational procedures. Digitalized heavy paper processes. Converted from Excel to automated systems. Maintained scalable headcount through efficiencies and STP for hyper growth of volumes.

Orlando, Florida Area

In my role at Bank of New York Mellon, I honed my expertise in mutual fund custody, with a particular focus on the precise entry of institutional client instructions and the complex area of bank debt, especially syndicated loans. My responsibilities spanned custody, settlement (Delivery Versus Payment), and treasury operations for this asset class. I crafted innovative internal processes specifically designed for syndicated loans, significantly enhancing operational efficiency and accuracy. These improvements ensured meticulous asset custody and streamlined handling within our mutual fund custody services.As an Associate Team Lead in Client Services, I managed trade settlement, corporate actions, cash management, and client onboarding, overseeing a team that played a crucial role in the bank's expansion. My leadership contributed to the hiring and training of approximately 150 employees, reinforcing our capabilities in both domestic and international markets. My initiative in creating a syndicated loan custody and settlement process optimized our operations, setting a new standard for handling sophisticated financial instruments.This dedication to excellence and innovation in financial services was recognized with a Client Service Award, underlining my commitment to operational excellence and customer satisfaction. My achievements led to direct recruitment by Western Asset Management, marking a significant step forward in my career.

Lake Buena Vista, Florida

Contributed significantly to All Star Resorts, specializing in operational roles.Engaged in comprehensive studies at Mickey's Retreat and pursued continuous education through Walt Disney University.Played a mentoring role for numerous college program lifeguards, actively participating in their training and development.Innovated and implemented a streamlined lifeguard changing schedule, reducing schedule changes, enhancing management efficiency, and simultaneously cutting costs while boosting employee satisfaction.Acknowledged with a client excellence award for outstanding contributions.Spearheaded the implementation of various improvements in guest safety protocols and lifeguard training, showcasing a commitment to enhancing overall operational excellence.

Deland, Florida

Played a pivotal role in the initiation and scaling of a long/short hedge fund, overseeing the successful establishment of multiple funds.Conducted daily market analysis and meticulously prepared trading files, contributing to the formulation and execution of an effective long/short hedge trading strategy.Assumed responsibilities for maintaining comprehensive books and records, handling office accounting, and fulfilling CFO duties.Orchestrated various office events, demonstrating organizational and coordination skills.Collaborated closely with the founder in a strategic capacity, providing valuable insights and contributing to the overall direction and strategy of the company.

Deland, Florida, United States

Offered dedicated support to students in IT labs, ensuring optimal performance of computers by regularly updating software, securing plugs, and maintaining a clean lab environment.Delivered technical assistance to students encountering challenges in the labs, troubleshooting issues promptly.Provided tutoring sessions for students unfamiliar with technology and computer usage within the lab setting.Conducted tutoring sessions specifically focused on Microsoft Office Suite products.Emphasized the importance of saving work consistently to prevent data loss, especially in the event of unplugged connections.

Deland, Florida, United States

Managed residential halls at the university, overseeing up to 30 students directly and ensuring the well-being of 200 students in shared spaces.Served as a liaison for students, particularly freshmen, facilitating their integration into university life and helping them acclimate to on-campus living.Organized and executed various events for students residing in the halls.Maintained oversight of student activities and well-being within the halls.Conducted security walkthroughs of halls during designated "on-duty" periods, documenting any maintenance issues or disturbances.Participated in and conducted various training and development workshops for students to enhance their personal and academic growth.

Deland, Florida

Systematically organized corporate files for companies recruiting on campus.Managed and updated corporate profiles of hiring companies, coordinating and participating in meetings to understand their hiring needs and preferences.Scheduled interviews for graduating seniors, aligning with the requirements of hiring companies.Orchestrated and executed job fairs on campus, collaborating with other educational institutions to broaden opportunities for students.

Sanford, Florida, United States

Seasonal employee with Structure for Men which later became Express stores.

Lake Mary, Florida, United States

Orlando, Florida, United States

Enrolled businesses on the website, securing discounts for student cardholders, while providing free advertising for businesses.Registered students for college club memberships, distributed membership cards, and resolved setup issues.Initiated, organized, and managed college-sponsored events to promote college club and businesses, fostering connections between students and local enterprises.

Orlando, Florida, United States

Conducted a treasury study on mail times for customer transactions, optimizing internal processes to achieve a 1-2 day improvement in processing times.Contributed to United Way and March of Dimes as a coordinator and event planning team member.Engaged in an executive training program throughout the bank, gaining exposure to all departments, and training alongside department heads.

Deland, Florida, United States

Crescent City, Florida

Initiated as a grocery bagger and swiftly progressed to a cashier, achieving the best scans per minute in the company.Elevated to the customer service counter, where responsibilities included selling lottery tickets, cashing checks, managing Western Union transactions, selling tobacco, and overseeing the movie department in video rentals and sales.Advanced to the role of Customer Service Supervisor, overseeing metrics for various departments (meat, produce, deli, health and beauty, grocery, bakery). Acted as a supervisor override for cashiers, performed nightly close and compliance procedures, verified tills to register tape, managed cash and check deposits, maintained safe access, verified employee time cards, and facilitated a movie department restructure resulting in a 30 percent increase in revenue and profit without additional costs.Implemented continuous improvement initiatives for store operating procedures, enhancing department sales by motivating managers, employees, and engaging with customers.

Bachelor'S Degree, Finance

Activities and Societies: Alpha Kappa Psi (Business Fraternity) Student Government Senator Merit Scholarship Award WinnerMajor: Finance.

Accounting And Finance

Activities and Societies: Continuing education to qualify for 150 credits to take the CPA exam. Completed and passed 3/4 of the CPA exam.

International Business

Activities and Societies: Study Abroad - Junior Year