Glen Colthup Email & Phone Number

Denver, Colorado, United States

Spire Financial, a division of AmeriFirst Financial, Inc. NMLS #145368 Phone 303.225.6960 Equal Housing Opportunity

Denver, Colorado

• Built and managed a sophisticated operational platform and team to deliver the most comprehensive M&A Payments and Escrow Platform using Netsuite (ERP/CRM). Designed controls, procedures and partnered directly with.
• Created Operational design and procedures to manage a shareholder representative business including Statements, Reporting, Pro Rata Ownership, Claim Processing, and Distribution of Escrow Funds.
• Expert at people management, developing and implementing technology and automation in order to solve unique problems related to systems and procedures to deliver industry changing products.
• Managed all aspects of Operations including Client Experience, Customer Service, Payments, FX conversion, OFAC/AML, Escheatment, Data Integrity and Maintenance, Statement and Reporting, Escrow Distribution, and.
• Thrive in a Start-Up atmosphere with a Hands-On philosophy to solve problems both internally and for clients in order to create a greater company through scale, service, and solutions.
• Developed and grew Operations team from 2 people and one product to managing over 40 team members while supporting multiple industry leading products.

• Supervised team of Fund Accountants, responsible for producing accurate NAV for 15 Mutual Funds, maintaining accurate General Ledger, Providing accurate data for audit periods, responsible for career development of.
• Managed Fund Accounting procedures and implementation to deliver on Trust Merger and Share Class Split, leveraged solid relationships and automation to complete reorganizations effectively, received Q4 Janus Champion.
• Designed and implemented with the help of developer resources several management tools, metrics, and risk mitigation processes in Fund Accounting
• Co-Facilitating Evolving leader cohort focusing on employee skill and career development; currently enrolled in Six Sigma Phase one rollout initiative

• Increased capacity with fewer errors in service delivery by analyzing business process and creating business requirements to develop internal programs that used NSCC data and feeds.
• Improved client experience and retention by providing greater accuracy and timing with distribution postings on statements by creating an automated distribution program by utilizing NSCC, DST and FDC feeds. Managed and.
• Initiated and designed from inception the creation of a Purchase and Sales program that enabled the daily reconciliation of Mutual Funds trading to be completed on an exception basis. By utilizing FundServ reporting.
• Partnered with Cash Reconciliation and IT teams to create a new Mutual Funds cashiering system including wire transfer and wire/cash reconciliation.
• Developed and implemented staff skill assessment matrix for department to manage employee development and staffing needs. Oversaw succession planning and career development for 21 employees who reported directly or.
• Created and managed a 4 month long employee improvement and motivation program based on Schwab’s values. I managed the program on a cross-location basis in San Francisco and Denver and 100% of the employees.

Utilized teaching diagnostics techniques and needs assessments of students to create learning modules and curriculum to address the needs of the students and create an environment that fostered their growth and a positive experience to become lifelong learners.

Master'S Degree, Educational Leadership

Bachelor'S Degree