Greg Wallent Email & Phone Number

Boston, Massachusetts, United States

Taking a hands on approach to both empower the seasoned administrators as well as coaching up the more inexperienced personnel, it is challenging yet rewarding when we achieve the common goal to best help the firm.With the ever changing landscape of investment types and processes, I believe using automation where possible has helped us scale up our workload with the resources in the department.I've overhauled and documented the extremely important In-Kind process for the department into a step by step procedure.

Boston, Massachusetts, United States

Point person for reconciling daily mutual funds in order to notify the investment team of cash flows, as well as meet SOP's for the department.Passed on my extensive operations and securities knowledge to analyst and contractors who helped support the group.Tackled many projects including the transition of manual cash and asset reconciliation accounts for automation in the Frontier application.

Greater Boston

Here is where I started the always challenging position of managing a group that was responsible for the Fund Accounting of several clients with over $5 Billion in assets.Worked with my team to reduce the amount of cash exceptions by 94% within half a year.Received "Above and Beyond" award for extensive work for a new client.