Ceo
CurrentBusiness and Product Development ConsultingCurrenttly engaged with Syntax, LLC on ETF Development Efforts
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@statestreet.com
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1 phone found area 781
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Glenn Francis is listed as CEO at Balanced Corporate Solutions, LLC, based in Swampscott, Massachusetts, United States. AeroLeads shows a work email signal at statestreet.com, phone signal with area code 781, and a matched LinkedIn profile for Glenn Francis.
Glenn Francis previously worked as SVP at Syntax Advisors, Llc and Consultant to Eaton Vance for NextShares (ETMF) Development at Whitridge Associates Consulting. Glenn Francis holds Mba, Management And Mis from Suffolk University - Sawyer Business School.
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Summary:A Senior Operations and Business Development Professional, bringing experience to an organization in need of enhanced operational efficiencies, new products or market growth, to expand market potential through effective utilization of resources. Operations Manager and Technology and Operations Architect for the first Exchange Traded Funds, including: the “SPDRs” (Standard and Poor’s Depositary Receipts) and many of the firsts in ETF product types. Most recently worked with Syntax Advisors on the first Stratified ETF product and on the Eaton Vance - NextShares for Actively Managed Funds. Held position of Fund Treasurer for a select US Mutual Fund client.Core competencies in: Management and Product Development, specializing in Mutual Funds, Co-mingled Investment Products, Banking, Mainframe and Internet technology development. Specialties: Areas of Expertise:Product Development: Exchange Traded Funds (ETFs) Exchange-Traded Managed Funds(ETMFs)| Master/Feeder Development | Treasury and Compliance | Training Systems Development: Multi Currency Accounting Applications | Workstation/Internet Applications Business Development: ETF Basket and Order Technology | US Fund Administration | Patent Development | Small Business Websites Operations: Operations (Custody and Accounting) | Manager of Fund Administration | Manager of Product Development and Administration Technologies
Listed skills include Mutual Funds, Financial Services, Securities, Investments, and 9 others.
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Po Box 15, Marblehead, Ma 0194
Business and Product Development ConsultingCurrenttly engaged with Syntax, LLC on ETF Development Efforts
Boston, Ma
Worked to startup Syntax Advisors, LLC and to commercialize via a new ETF product using a new index type called Stratified Indexes See www.SyntaxAdvisors.com for more information
Boston
Playbook, Operations Development and IT development for a new product in the ETP space called Exchange-Traded Managed Funds ETMFs are now called NextShares
Director or Mutual Funds and Hedge Fund, Fund Administration Operations
President for a Small Business Consulting and Financial Services Consulting Company
- Operations Management (Custody and Accounting)- Manager of Fund Administration (Treasury and Administration Operations Management)- Manager of Product Development and Administration Technologies
- Manager of Fund Accounting & Fund Administration Services - Securities Operations Staff Positions
Activities and Societies: - Sigma Epsilon Rho ~ National Honor Society - National Association of Management Accountants - Member.
Activities and Societies: National Honor Society Institute of Managment Accountants
Activities and Societies: Alpha Eta Rho - International Flight Fraternity Sigma Epsilon Rho - Honor Society
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Glenn Francis works for Balanced Corporate Solutions, LLC.
Glenn Francis is listed as CEO at Balanced Corporate Solutions, LLC.
AeroLeads has found 1 work email signal at @statestreet.com for Glenn Francis at Balanced Corporate Solutions, LLC.
AeroLeads has found 1 phone signal(s) with area code 781 for Glenn Francis at Balanced Corporate Solutions, LLC.
Glenn Francis is based in Swampscott, Massachusetts, United States while working with Balanced Corporate Solutions, LLC.
Glenn Francis has worked for Balanced Corporate Solutions, Llc, Syntax Advisors, Llc, Whitridge Associates Consulting, Bny Mellon, and Citi Group.
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Glenn Francis holds Mba, Management And Mis from Suffolk University - Sawyer Business School.
Glenn Francis is listed with skills including Mutual Funds, Financial Services, Securities, Investments, Hedge Funds, Management, Fund Accounting, and Banking.
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