Harry Cubit Email and Phone Number
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Harry Cubit personal email
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Innovative operations executive with diverse domestic and global change management experience, with a keen focus on aligning the customer and employee experience. Strong ability to plan, design and execute strategic efforts across business lines from a global perspective. Transformational leader and collaborator with the ability to spearhead change that drives superior results for all stakeholders. Signature strengths of simplifying complex issues, analyzing root causes of problems and initiating impactful actions in the face of challenges involving complexity and ambiguity.
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PartnerGreenhill Investment Reporting 2020 - PresentGaithersburg, Maryland, UsGreenHill strives to help wealth management companies focus on what they do best by becoming your investment and performance reporting partner. GreenHill collaborates with each client to develop efficient, tailored and cost-effective solutions that strengthens client communication. We leverage our extensive investment consulting experience to deliver personalized investment analysis, reporting and monitoring services designed to keep pace with the changing needs of the industry. Today, we service a breadth of clientele with close to 100 Institutional Clients that range from Banks to Law Firms to Non-Profit Organizations. In addition, we partner with a number of industry leading providers in the wealth management industry to integrate the collection of accounting data within our performance reporting platform, aggregating data from multiple sources for consolidated report integration. The commitment to creating a differentiated experience for our customers is driven by our commitment to doing the same for our employees who exemplify the highest level of client care across the various services we provide. GreenHill’s attention to the details gives you confidence that your investment reporting is reliable, timely and client focused where we provide each client the optimal tools for their diverse investment reporting and analysis needs. We understand that building and maintaining strong relationships is key to our mutual ongoing success! Learn more at www.ghill.com!
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Svp, Institutional Solutions/Business DevelopmentEnvestnet, Inc 2017 - 2020Berwyn, Pennsylvania, UsResponsible for designing and developing solutions to help institutions and wealth management organizations scale their capabilities through the Envestnet suite of services. Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors and institutions. Our open-architecture platforms unify and simplify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, conflict-free and fully-aligned standard of care, and empower clients to deliver better results. -
Senior Principal ConsultantAdvisory Platform Solutions 2015 - 2017Strategic Advisor and Consultant with particular focus on streamlining wealth management services across clientele with a keen focus on the client & employee experience. Representative engagements included feasibility studies, operational/risk assessments and vendor reviews spanning customer experience, service, operational, and technology platforms for wealth management, trust, financial technology and information services clientele.During these engagements, keen focus on aligning Front/Middle/Back Office services across various organizations inclusive of a Top 10 global wealth management firm and service provider to registered advisers, money managers and wealth managers. Blended organizational development techniques along with lean process methods to align and optimize business services in a modular fashion.
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Director, Operations & Business Process ManagementUbs 2013 - 2015Zurich, ChAccountable for leading, designing and enhancing the operational platform across Trust Company Operations, within the Wealth Management Division of the firm, with $4 billion AUA across 400 client relationships supporting 7000+ Financial Advisors. Responsible for redesigning middle-back office processes while addressing regulatory, compliance and vendor management requirements to mitigate control and service needs while successfully satisfying new regulatory guidelines. -
Svp Operations-Business Process Management ProgramSei Investments 2011 - 2012Oaks, Pa, UsLed and designed a strategic effort to develop a client centric, business process management framework across global operations to scale and sustain the service model over a 3-5 year horizon. Managed partner teams during the initial scoping, design and assessment including analysis of 148 processes supporting 4 market units. Managed 10 process improvement efforts globally (across 3 service centers) and 3 vendor partners. -
Svp Operations-Global InstitutionalSei Investments 2006 - 2011Oaks, Pa, UsAccountable for global account servicing for Institutional (defined benefit, defined contribution & not for profit clients) and Private Banking Asset Management clients across Canada, England, South Africa, Asia & USA with over $60B in assets. Responsibilities included developing strategic and operational business plans, leading the daily operations including client contact, transaction processing, policy, process change, vendor management, project management and business plan/budgeting.
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Svp Operations-Advisor/Wealth Account ServicingSei Investments 1998 - 2006Oaks, Pa, UsLed a a high growth organization consisting of 170 employees servicing 4 market units totaling over $100 billion in assets. 4,000+ advisor clients totaling 150,000 accounts with over 900,000 client requests/contacts handled annually. Designed and created the operational blueprint to rapidly scale the operation. Products serviced included mutual fund, security, cash management & separately managed accounts. Responsibilities include developing strategic and operational business plans, leading the daily operations including client contact, transaction processing, policy, process change, vendor management, project management and business plan/budgeting.
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PrincipalVanguard 1986 - 1998Valley Forge, Pa, UsMultiple business/technology leadership roles including creating, developing and implementing long range process/technological solutions from a strategic perspective. Led a team of 5 Project Managers supporting 20 initiatives for the Retail Division (HNW and Ultra HNW clients) across 3 shareholder servicing sites in Pennsylvania, Arizona and North Carolina. Previously responsible for managing mutual fund transfer agent & custody operations for both the retail and institutional business lines with assets over $300 billion. Led teams that processed over 240,000 new accounts and 300,000 contributions annually servicing 2 million retail retirement shareowners.
Harry Cubit Skills
Harry Cubit Education Details
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Alfred Lerner College Of Business & Economics At University Of DelawareMarketing & Operations Management -
Drexel UniversityOrganizational Development
Frequently Asked Questions about Harry Cubit
What company does Harry Cubit work for?
Harry Cubit works for Greenhill Investment Reporting
What is Harry Cubit's role at the current company?
Harry Cubit's current role is Partner at GreenHill Investment Reporting.
What is Harry Cubit's email address?
Harry Cubit's email address is ha****@****net.com
What is Harry Cubit's direct phone number?
Harry Cubit's direct phone number is +165036*****
What schools did Harry Cubit attend?
Harry Cubit attended Alfred Lerner College Of Business & Economics At University Of Delaware, Drexel University.
What are some of Harry Cubit's interests?
Harry Cubit has interest in Youth Sports Coach Basketball And Soccer, Cycling.
What skills is Harry Cubit known for?
Harry Cubit has skills like Management, Process Improvement, Project Management, Strategic Planning, Strategy, Leadership, Change Management, Crm, Cross Functional Team Leadership, Vendor Management, Financial Services, Business Analysis.
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