Please complete the CAPTCHA to continue
@statestreet.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Michael Potvin is listed as Vice President - Compliance Manager at State Street, based in Methuen, Massachusetts, United States. AeroLeads shows a work email signal at statestreet.com and a matched LinkedIn profile for Michael Potvin.
Michael Potvin previously worked as AVP - Compliance Analyst at State Street and AVP of Client Operations at State Street. Michael Potvin holds Master Of Business Administration (Mba), Strategic Management from Suffolk University - Sawyer Business School.
This section adds company-level context without repeating Michael Potvin's masked contact details.
AeroLeads found 1 current-domain work email signal for Michael Potvin. Compare company email patterns before reaching out.
Michael Potvin is a Vice President - Compliance Manager at State Street. He possess expertise in project management, microsoft excel, client relations skills, problem solving.
Listed skills include Project Management, Microsoft Excel, Client Relations Skills, and Problem Solving.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Boston, Massachusetts, Us
I am a manager in State Street's Financial Intelligence Unit. My focus is to do everything I can to smake meaningful contributions to safeguarding the organization from financial crimes. I am very proud and motivated to be a part of this important team & the responsibility/goals that we have.
Boston, Massachusetts, Us
I am a manager in State Street's Financial Intelligence Unit. My focus is to do everything I can to make meaningful contributions to safeguarding the organization from financial crimes. I am very proud and motivated to be a part of this important team & the responsibility/goals that we have.
Boston, Massachusetts, Us
As AVP of Client Operations, my role is to maintain and enhance the services that we provide to our 46 clients to ensure a high quality experience. Additionally, my job within the team is to constantly be thinking about process improvement and streamlining controls. I have a project management focus that is tailored to making group functions as efficient and meaningful as possible.
Boston, Massachusetts, Us
As AVP of Reconciliation Oversight, I led a business transformation effort to create, execute, and enhance a mutual fund reconciliation team that serviced 30 clients and 3,200+ mutual funds. I was responsible for both building the team and establishing the group procedures & controls. There was a constant focus on standardization of process, automation, & process improvement.
Boston, Massachusetts, Us
•Oversaw and managed three direct reports.•Oversaw and managed client service related to fund events such as new fund start-ups, fund mergers, fund liquidations, fund adoptions, and sub-advisor changes.•Managed, reported, and reviewed the security write off process with the client to ensure that worthless securities were removed from the funds in a timely manner.•Oversaw and reviewed the entire security position reconciliation process on a total of over 500 mutual funds to ensure that security position variances were identified and resolved in a timely manner. This included all security types: fixed income, equity, derivatives, and term loans.•Oversaw and reviewed the forward fx reconciliation process to ensure that forward fxs were processed in a timely and accurate manner.•Interacted regularly with high-level client contacts to resolve and address issues in order to maintain the highest level of quality service possible.•Participated in the term loan corporate action process as events arose.•Managed and facilitated the trade automation process to ensure that all functions were as efficient and low risk as possible.•Educated the staff on the importance of quality control, timeliness, and exceptional client service
Boston, Massachusetts, Us
•Oversaw and managed eight staff.•Responsible for all aspects of trade oversight for investment management clients relating to over 200 mutual funds.•Lead the department’s trade automation initiative for investment management clients, which involved working with each investment manager that sent trades via fax and converting them over to an automated/electronic method.
Boston, Massachusetts, Us
•Oversaw and managed a trade monitoring group of 5 people who were responsible for ensuring timely and accurate trade processing and settlement.•Monitored both the accounting and custody aspects of trade processing and settlements for over 150 mutual funds.•Responded to all trade related inquiries generated from 36 different investment managers as well as other various internal support departments.•Reviewed a reconciliation of Forward Currency contracts on a weekly basis to ensure accurate currency contract records with each Investment Manager.•Reported daily, weekly and monthly failed trades to both the investment managers and our client•Oversaw SWIFT message receipt confirmation process to ensure that all trades that were received were processed accurately. Ensured that staff researched and responded to any and all trade related problems in a timely manner.•Educated staff with regards to the importance of timely monitoring of trade settlements in time critical markets.•Worked in conjunction with State Street’s company wide Centralized Trade Processing Group (NATP).
Boston, Massachusetts, Us
•Managed all aspects of group operations with regards to providing institutional clients with accurate daily cash availability as well as safekeeping the assets that the clients bought for their managed mutual funds. •Acted as the main contact for the clients in a group that serviced both domestic and international mutual funds, which included equity, fixed income, bank debt, CMO’s, futures, and options. •Directly responsible for servicing 8 investment managers and indirectly responsible for servicing 9 more. •Managed 6 direct reports and 5 indirect reports. •Responsible for servicing 33 mutual funds and was indirectly responsible for servicing 40 other mutual funds.•Supplied comprehensive month-end, weekly and daily reports to the clients. •Primary resource for resolving all problems and concerns that arose with regards to servicing the mutual funds in the group. •Helped to support and develop the skills of the members of my team on a regular basis, including completing mid-year and year-end performance feedback reviews.
Boston, Massachusetts, Us
•Monitored foreign and domestic trade settlements and acted as a key player in trade settlement resolution.•Acted the main point of contact and communicated daily with institutional clients to address all issues and concerns.•Ensured daily cash availability and accuracy, and tracked and researched income payments•Reconciled cash balances and monitored foreign and domestic overdrafts to minimize costs to the corporation.•Researched Corporate Action Issues and Foreign Exchange Issues.•Reviewed and approved monthly reports that portfolio administrators completed. •Reconciled and researched unusual exceptions that arise on the funds in the group. •Created standard operating procedures for the fund group.•Reconciled the cash position to our custody and accounting holdings on a daily basis, calculated daily cash availability for 5 to 8 mutual funds, booked long-term and short-term trades, booked expenses, completed month-end exception reports, processed income payments on a weekly basis, monitored trade settlements, and booked corporate actions.
As a sales & service representative, I worked closely with bank customers to assist them in achieving their financial needs. Further to that goal, I discussed and suggested bank products and services that would be beneficial to both existing and prospective customers. My focus throughout was to focus on quality service that was meaningful to them.
Quick answers generated from the profile data available on this page.
Michael Potvin works for State Street.
Michael Potvin is listed as Vice President - Compliance Manager at State Street.
AeroLeads has found 1 work email signal at @statestreet.com for Michael Potvin at State Street.
Michael Potvin is based in Methuen, Massachusetts, United States while working with State Street.
Michael Potvin has worked for State Street and Andover Bank.
You can use AeroLeads to view verified contact signals for Michael Potvin at State Street, including work email, phone, and LinkedIn data when available.
Michael Potvin holds Master Of Business Administration (Mba), Strategic Management from Suffolk University - Sawyer Business School.
Michael Potvin is listed with skills including Project Management, Microsoft Excel, Client Relations Skills, and Problem Solving.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts