Halene Mcgill Email & Phone Number

Halene McGill is a seasoned finance professional with over 20 years at Putnam Investments, one of the frontrunners in global money management. Halene brings to the table a confluence of treasury operations know-how, electronic fund management prowess, and an ability to navigate the complex terrains of regulatory compliance.

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  Senior Corporate Treasury Analyst

  Putnam Investments

  Oct 1998 - Present - Boston, Massachusetts, United States

  🌐 Oversee electronic fund management, including reviewing, approving, and releasing electronic fund transfers accurately and promptly, ensuring every request meets the required authorization levels🌐Reconcile, authorize, and oversee split checks, corporate checks, London checks, and fund expense checks, validating each for business accuracy and purpose🌐 Ensure compliance and documentation by maintaining stringent check distribution lists and enforce distribution authorization policies while ensuring all activities are supported by necessary documentation for audit readiness🌐 Oversee Custody Disbursements, authorizing and communicating custody disbursement instructions, ensuring they always meet the designated authorization levels🌐 Work cross-functionally, ensuring seamless integration with other departments within the Transfer Agency🌐 Drive forward quality assurance & and continuous improvement; engage in quality-related programs, participate in vital meetings, and contribute to projects to drive excellence in all financial operations