Joan Dalton Email and Phone Number

I’m a dedicated and results-driven professional with demonstrated expertise in overseeing investor relations and streamlining administrative operations. Proficient in maintaining meticulous records, executing transactions flawlessly, and providing unparalleled client support. I’m skilled in navigating regulatory landscapes, tackling intricate challenges, and nurturing strong client relationships. I possess an in-depth knowledge of financial products, and I am committed to optimizing processes and driving organizational success. Known for adeptly managing multiple teams, ensuring meticulous attention to detail, and consistently exceeding deliverables.Areas of Expertise Include:Asset Servicing Operational LeadershipCash ReconciliationCollaboration with Transfer agents, Intermediaries, Custody and Fund AccountantsMutual Fund ProcessingRegulatory ComplianceRecordkeepingClient ServicingProject LeadershipProblem-SolvingAnalyticalQuality AssuranceProcess ImprovementRisk Management