Glenn Francis

Glenn Francis Email and Phone Number

Prior SVP Operations Development at Syntax Advisors, LLC @
Glenn Francis's Location
Swampscott, Massachusetts, United States, United States
Glenn Francis's Contact Details

Glenn Francis work email

Glenn Francis personal email

Glenn Francis phone numbers

About Glenn Francis

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

Glenn Francis's Current Company Details
Balanced Corporate Solutions, LLC

Balanced Corporate Solutions, Llc

Prior SVP Operations Development at Syntax Advisors, LLC
Glenn Francis Work Experience Details
  • Balanced Corporate Solutions, Llc
    Ceo
    Balanced Corporate Solutions, Llc Jun 2014 - Present
    Po Box 15, Marblehead, Ma 0194
    Business and Product Development ConsultingCurrenttly engaged with Syntax, LLC on ETF Development Efforts
  • Syntax Advisors, Llc
    Svp
    Syntax Advisors, Llc Oct 2016 - Sep 2019
    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
  • Whitridge Associates Consulting
    Consultant To Eaton Vance For Nextshares (Etmf) Development
    Whitridge Associates Consulting Aug 2013 - May 2015
    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
  • Bny Mellon
    Managing Director Projects And Operations Development
    Bny Mellon Nov 2008 - Jun 2013
  • Citi Group
    Svp - North America Fund Administration Operations
    Citi Group Apr 2008 - Jun 2008
    Director or Mutual Funds and Hedge Fund, Fund Administration Operations
  • Citi
    Managing Director - Fund Administration
    Citi Apr 2007 - Jun 2008
  • Balanced Corporate Solutions, Llc
    Ceo & President
    Balanced Corporate Solutions, Llc May 2004 - Apr 2007
    President for a Small Business Consulting and Financial Services Consulting Company
  • State Street
    Svp - Mutual Funds Administration
    State 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
  • The Boston Company
    Avp - The Boston Company
    The Boston Company Sep 1979 - Aug 1986
    - Manager of Fund Accounting & Fund Administration Services - Securities Operations Staff Positions

Glenn Francis Skills

Mutual Funds Financial Services Securities Investments Hedge Funds Management Fund Accounting Banking Accounting Fund Administration Etfs Business Development Exchange Traded Products

Glenn Francis Education Details

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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