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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
Balanced Corporate Solutions, Llc
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CeoBalanced Corporate Solutions, Llc Jun 2014 - PresentPo Box 15, Marblehead, Ma 0194Business and Product Development ConsultingCurrenttly engaged with Syntax, LLC on ETF Development Efforts
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SvpSyntax Advisors, Llc Oct 2016 - Sep 2019Boston, MaWorked 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
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Consultant To Eaton Vance For Nextshares (Etmf) DevelopmentWhitridge Associates Consulting Aug 2013 - May 2015BostonPlaybook, Operations Development and IT development for a new product in the ETP space called Exchange-Traded Managed Funds ETMFs are now called NextShares -
Managing Director Projects And Operations DevelopmentBny Mellon Nov 2008 - Jun 2013 -
Svp - North America Fund Administration OperationsCiti Group Apr 2008 - Jun 2008Director or Mutual Funds and Hedge Fund, Fund Administration Operations -
Managing Director - Fund AdministrationCiti Apr 2007 - Jun 2008 -
Ceo & PresidentBalanced Corporate Solutions, Llc May 2004 - Apr 2007President for a Small Business Consulting and Financial Services Consulting Company
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Svp - Mutual Funds AdministrationState Street Aug 1986 - Sep 2003- Operations Management (Custody and Accounting)- Manager of Fund Administration (Treasury and Administration Operations Management)- Manager of Product Development and Administration Technologies -
Avp - The Boston CompanyThe Boston Company Sep 1979 - Aug 1986- Manager of Fund Accounting & Fund Administration Services - Securities Operations Staff Positions
Glenn Francis Skills
Glenn Francis Education Details
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Management And Mis -
Accounting -
Aviation Technology
Frequently Asked Questions about Glenn Francis
What company does Glenn Francis work for?
Glenn Francis works for Balanced Corporate Solutions, Llc
What is Glenn Francis's role at the current company?
Glenn Francis's current role is Prior SVP Operations Development at Syntax Advisors, LLC.
What is Glenn Francis's email address?
Glenn Francis's email address is gn****@****aol.com
What is Glenn Francis's direct phone number?
Glenn Francis's direct phone number is +178158*****
What schools did Glenn Francis attend?
Glenn Francis attended Suffolk University - Sawyer Business School, Northeastern University, Northeastern University.
What are some of Glenn Francis's interests?
Glenn Francis has interest in Numismatics And Collecting, Aviation, Wine Tasting, Martial Arts, Hobbies, Tea.
What skills is Glenn Francis known for?
Glenn Francis has skills like Mutual Funds, Financial Services, Securities, Investments, Hedge Funds, Management, Fund Accounting, Banking, Accounting, Fund Administration, Etfs, Business Development.
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Glenn Francis
Computer Science Student | Full-Stack Developer | Problem Solver | Aspiring Software Engineer | Passionate About Tech InnovationSpringfield, Mo
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