Jack Lindstrom

Jack Lindstrom Email and Phone Number

Director, Head of Client Operations at Aperio @ BlackRock
new york, new york, united states
Jack Lindstrom's Location
San Francisco Bay Area, United States
About Jack Lindstrom

Multifaceted investment management professional with over 20 years in operations and project management. Proven ability to implement effective policies and procedures, enhance productivity and increase efficiency. Expertise with contract negotiations and managing audits. Able to coordinate multiple projects and teams simultaneously. Outstanding leadership, mentoring and communication skills.

Jack Lindstrom's Current Company Details
BlackRock

Blackrock

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Director, Head of Client Operations at Aperio
new york, new york, united states
Website:
blackrock.com
Employees:
19889
Jack Lindstrom Work Experience Details
  • Blackrock
    Director, Head Of Client Operations
    Blackrock Feb 2021 - Present
    San Francisco, California, United States
    Aperio Group, LLC was acquired by BlackRock as of February 2021.Responsible for managing a 24-person team based in San Francisco, Sausalito, Atlanta, and Princeton who are responsible for new account setups and account transitions; onboarding new intermediaries, platforms, and custodians; supporting the contract negotiation process; implementing complicated portfolio situations; handling nonstandard account requests; and leading Client Portal demos.
  • Blackrock
    Manager Of Client Experience (@ Aperio Group, Llc)
    Blackrock Jun 2017 - Feb 2021
    Sausalito, Ca
    Responsible for the Client Onboarding and Client Implementation teams which are in charge of coordinating new client and new platform onboarding, both internally and externally, setting up new accounts, processing account transitions, proxy voting and handling nonstandard account requests. Additionally, he is tasked with developing and implementing client service processes and workflows and ensuring the best possible overall client experience.
  • Blackrock
    Director, Head Of Americas Fees Onboarding Team And Performance Fee Team
    Blackrock Jan 2015 - Dec 2015
    Greater New York City Area
  • Blackrock
    Director, Head Of Americas Client Order Management
    Blackrock Mar 2009 - Dec 2014
    Greater Philadelphia Area
  • Barclays Global Investors
    Principal, Product Manager
    Barclays Global Investors Jul 2007 - Mar 2009
    San Francisco Bay Area
  • Barclays Global Investors
    Principal, Manager - Contract Operations
    Barclays Global Investors Mar 1998 - Jul 2007
    San Francisco Bay Area
  • Barclays Global Investors
    Associate, Account Services Associate
    Barclays Global Investors Sep 1995 - Mar 1998
    San Francisco Bay Area
  • Barclays Global Investors
    Associate, Trust Operations Analyst
    Barclays Global Investors May 1993 - Sep 1995
    Sacramento, California Area
  • Barclays Global Investors
    Associate, Production Assistant
    Barclays Global Investors Apr 1989 - May 1993
    San Francisco Bay Area

Jack Lindstrom Skills

Asset Management Management Project Management Leadership Equities Investments Etfs Hedge Funds Fixed Income Alternative Investments Mutual Funds Financial Analysis Business Analysis Asset Allocation Customer Service Bloomberg Contract Negotiation Portfolio Management Risk Management Contract Management

Jack Lindstrom Education Details

Frequently Asked Questions about Jack Lindstrom

What company does Jack Lindstrom work for?

Jack Lindstrom works for Blackrock

What is Jack Lindstrom's role at the current company?

Jack Lindstrom's current role is Director, Head of Client Operations at Aperio.

What is Jack Lindstrom's email address?

Jack Lindstrom's email address is jl****@****hoo.com

What is Jack Lindstrom's direct phone number?

Jack Lindstrom's direct phone number is +170782*****

What schools did Jack Lindstrom attend?

Jack Lindstrom attended Solano Community College, San Francisco State University, Archbishop Riordan High School.

What are some of Jack Lindstrom's interests?

Jack Lindstrom has interest in Grandkids, Exercise, Sweepstakes, Nascar, Home Improvement, Reading, Gourmet Cooking, Sports, Watching Auto Racing, Golf.

What skills is Jack Lindstrom known for?

Jack Lindstrom has skills like Asset Management, Management, Project Management, Leadership, Equities, Investments, Etfs, Hedge Funds, Fixed Income, Alternative Investments, Mutual Funds, Financial Analysis.

Who are Jack Lindstrom's colleagues?

Jack Lindstrom's colleagues are Jill Wagner, Yuebai Gao, Abhijit Dutta, Sukhpreet Kaur, Alison Morley, Shishmitha Adusumilli, Sanjay Kumar Mishra.

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