Michael Bruce Email & Phone Number

New York, Ny, Us

New York, United States

New York, New York, United States

New York, New York, United States

New York, New York, United States

Manage and independently own strategic ETF product development initiatives, resulting in 30% increase in efficiencyProduct Specialist for 19 Canadian ETF clients ($50B AUM), developing strategic solutions and support models for variousassetsLead technology projects alongside cross functional stakeholders (operations, relationship management, sales)Train and educate inter-company personnel on product line end-to-end to promote sales and product developmentCollaborate with operations and technology teams to maintain product quality standards and design improvements

New York, New York

Grew client portfolio to become SME/trusted advisor for $74B in assetsSupported new ETF product initiatives for global premium tier clients, created communication strategy for new productworkflowsProduced and delivered presentations to senior management on client growth and wallet shareCollaborated with senior technology on development and strategy for ETF businessExecuted contract and agreement updates with senior relationship teamPartnered with operations to ensure client satisfaction to remediate internal and external risk

New York, New York

Manage day to day communication for a large investment issuer and facilitate monthly client service reviewsInteract with internal departments such as accounting, ETF Services, tax, financial reporting, custody, global tax documentation, etc. Coordinate all new product launch calls for both internal and external stakeholders

New York, New York

Perform custodial functions including income collection/ verification and trade processing/settlementNightly dissemination of settlement value and NAV of ETF portfolios to DTC, to be published on the NYSEOnboarding of new clients within our business by facilitating joint end to end testing with the client to ensure a successful launch in the marketSustain positive client relations in our Canadian ETF business, working with many counterparts to deliver excellent serviceEstablish and maintain relationships and daily interaction with several clients as well as authorized participants, serve as a liaison between clients and counter-partiesResearch securities in fund portfolios to ensure proper custodial treatment of corporate actionsCollaborate with technology and ETF product SMEs on new basket layouts for better efficiencies within the industry Manage the processing of subscriptions and redemptions to client portfolios and ensure the delivery of ETF units to authorized participant and receipt/ delivery of collateralReconcile cash and share discrepancies across various accounts, promptly correcting any variancesTrain new members as they are hired on all daily and weekly processes Maintain tolerance and risk analysis reports to minimize error

Eudora, Kansas

Managing accounts receivable, accounts payable, & employee payrollPerform monthly bank reconciliations & manage account informationAssist in filing company quarter and annual filings of 940 & 941 returns

Eudora, Ks

Manage accounts receivable, accounts payable, and employee payrollPerform monthly bank reconciliationsImplemented job costing within the companyPrepare certified weekly payrolls for current jobs

Eudora, Ks

Handle deposits and withdrawals for customersPerform daily window balancing and audit customer accounts to find discrepancies Maintain quality customer service

Assisting families with visitations and servicesSupported directors with removals and care for the deceasedDeveloped weekly work schedules for myself and two other employeesTrained employees for grounds and maintenance position