Mark Lundstrom

Mark Lundstrom Email and Phone Number

Assistant Vice President @ State Street Global Advisors
Worcester, MA, US
Mark Lundstrom's Location
Worcester, Massachusetts, United States, United States
Mark Lundstrom's Contact Details

Mark Lundstrom personal email

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Mark Lundstrom phone numbers

About Mark Lundstrom

Practiced in mutual fund asset management oversight and transfer agency functions. Providing astute operations oversight and process management. Skilled in achieving cross-functional consensus in deriving processes to mitigate reputational, financial, and regulatory risks while optimizing expenses.Also, a beekeeper since 2017. In 2021 I hosted over 500,000 local pollinators across 13 colonies.

Mark Lundstrom's Current Company Details
State Street Global Advisors

State Street Global Advisors

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Assistant Vice President
Worcester, MA, US
Website:
statestreet.com
Employees:
44927
Mark Lundstrom Work Experience Details
  • State Street Global Advisors
    Assistant Vice President
    State Street Global Advisors
    Worcester, Ma, Us
    View
  • State Street Global Advisors
    Assistant Vice President
    State Street Global Advisors May 2015 - Present
    Boston, Massachusetts, United States
    Solution-focused professional with a unique combination of experience in both asset management and transfer agency lines of business. Extensive record of strategically overseeing mutual fund operations, vendor service delivery, and financial intermediary relationships to achieve client and company goals.Areas of Expertise:• Oversight of Transfer Agency Service Delivery & Relationship Management• Asset Management Operations & Oversight• Intermediary Relationship Governance &… Show more Solution-focused professional with a unique combination of experience in both asset management and transfer agency lines of business. Extensive record of strategically overseeing mutual fund operations, vendor service delivery, and financial intermediary relationships to achieve client and company goals.Areas of Expertise:• Oversight of Transfer Agency Service Delivery & Relationship Management• Asset Management Operations & Oversight• Intermediary Relationship Governance & Contracting Oversight• Depository Trust Clearing Corporation (DTCC) Mutual Fund Service Management• Leadership & Team Building Show less
    View
  • Bny Mellon
    Senior Unit Manager
    Bny Mellon Mar 2004 - Jun 2014
    Westborough, Ma And Everywhere
    Applied outstanding relationship management skills to deliver uncompromising service and manage high profile events on behalf of the firm. Bridged and polished relationships with major financial intermediary home offices including regular in-person visits. Represented the transfer agency on Investment Company Institute (ICI) Bank, Trust, and Retirement Advisory Council (BTRAC). Evolved daily business practices including staff ability to build strong relationships with financial… Show more Applied outstanding relationship management skills to deliver uncompromising service and manage high profile events on behalf of the firm. Bridged and polished relationships with major financial intermediary home offices including regular in-person visits. Represented the transfer agency on Investment Company Institute (ICI) Bank, Trust, and Retirement Advisory Council (BTRAC). Evolved daily business practices including staff ability to build strong relationships with financial intermediaries and research and guide firms on DTCC Fund/SERV and Networking efficacy.Supervised teams of up to fourteen in broker and shareholder services. Responsible for onboarding, extensive daily support, monthly performance management, etc. Show less
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Mark Lundstrom Skills

Loans Risk Management Culinary Skills Financial Services Equities Operations Management Mutual Funds Relationship Management Portfolio Management Credit Banking Investments Leadership Management Training Performance Management Process Improvement Securities Business Analysis

Mark Lundstrom Education Details

Frequently Asked Questions about Mark Lundstrom

What company does Mark Lundstrom work for?

Mark Lundstrom works for State Street Global Advisors

What is Mark Lundstrom's role at the current company?

Mark Lundstrom's current role is Assistant Vice President.

What is Mark Lundstrom's email address?

Mark Lundstrom's email address is ma****@****msn.com

What is Mark Lundstrom's direct phone number?

Mark Lundstrom's direct phone number is 1-508-731*****

What schools did Mark Lundstrom attend?

Mark Lundstrom attended University Of Massachusetts, Amherst, Humboldt State University, California State University San Marcos.

What are some of Mark Lundstrom's interests?

Mark Lundstrom has interest in Casinos, Exercise, Home Improvement, Reading, Sports, Home Decoration, Photograph, Cooking, Cruises, Outdoors.

What skills is Mark Lundstrom known for?

Mark Lundstrom has skills like Loans, Risk Management, Culinary Skills, Financial Services, Equities, Operations Management, Mutual Funds, Relationship Management, Portfolio Management, Credit, Banking, Investments.

Who are Mark Lundstrom's colleagues?

Mark Lundstrom's colleagues are Wenjuan (Jasmine) Sun, Britta Gillis, Edoardo Forneris, Ashish Mishra, Jaya Lakshmi Bangalor, Viswanath Gudivada, Lithish Raj.

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