John Mcaree

John Mcaree Email and Phone Number

Vice President, Senior Investment Manager Compliance Officer at Global Trust Company @ Northeast Retirement Services
woburn, massachusetts, united states
John Mcaree's Location
Greater Boston, United States
John Mcaree's Contact Details

John Mcaree personal email

n/a
About John Mcaree

Financial services professional with 20+ years of experience in operations with large global asset management firms. Extensive knowledge of portfolio management, back office, middle office and client servicing roles within investment management organizations.Key disciplines include:-Retail and Institutional Client Onboarding-New Product Implementation and Support -Oversight of Key System Implementations and Client Solutions -Portfolio Compliance and Contract Review-Budget and Expense Management-Private Wealth Account Trading and Administration-Client Presentations and Due Diligence

John Mcaree's Current Company Details
Northeast Retirement Services

Northeast Retirement Services

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Vice President, Senior Investment Manager Compliance Officer at Global Trust Company
woburn, massachusetts, united states
Website:
nrstpa.com
Employees:
62
John Mcaree Work Experience Details
  • Northeast Retirement Services
    Vice President, Senior Investment Manager Compliance Officer
    Northeast Retirement Services Oct 2018 - Present
    Woburn, Massachusetts, United States
    View
  • Mfs Investment Management
    Director|Vice President
    Mfs Investment Management 2002 - 2017
    Ran the middle office team responsible for the support of the portfolio management and trading functions at MFS. Established and expanded MFS' global operating platform to support new product expansion and a growing global client presence. Led and contributed to significant technology projects which supported the firm's strategic goals.
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  • Wellington Management
    Senior Client Administrator
    Wellington Management 1999 - 2002
    Worked within Client Administration and responsible for the accuracy and integrity of a diverse book of specialized insurance clients. Unique opportunity to work closely with Relationship Management, Portfolio Managers and third-party Accounting Agents to service clients and respond to ad-hoc requests.
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  • Putnam Investments
    Accounting Supervisor
    Putnam Investments 1995 - 1999
    Supervised team responsible for maintaining the integrity and accuracy of the Pricing and NAV Reconciliations for International Institutional Client Portfolios. Produced and provided monthly accounting appraisal reports to clients.
    View

John Mcaree Skills

Financial Services

John Mcaree Education Details

Frequently Asked Questions about John Mcaree

What company does John Mcaree work for?

John Mcaree works for Northeast Retirement Services

What is John Mcaree's role at the current company?

John Mcaree's current role is Vice President, Senior Investment Manager Compliance Officer at Global Trust Company.

What is John Mcaree's email address?

John Mcaree's email address is jm****@****mfs.com

What schools did John Mcaree attend?

John Mcaree attended University Of Massachusetts Dartmouth.

What skills is John Mcaree known for?

John Mcaree has skills like Financial Services.

Who are John Mcaree's colleagues?

John Mcaree's colleagues are Vijay Aella, Sherri Kelly, Thomas Forese Jr, Michelle Humphries, Vincent Manning, Paul Ventiquattro, Colleen Barrasso.

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