Nancy Grady Email & Phone Number

Ipswich, Ma

Leveraging extensive experience in setting strategy and leading teams responsible for providing services to mutual funds and private funds in order to provide consulting services to banks; investment management firms.

Chicago, Illinois

Business leader responsible Global Fund Services NA Fund Operations which included the following services: custody, fund accounting and administration, transfer agency and tax support. Led teams servicing over 800 products such as Mutual Funds, Collective Trusts, unregistered funds as well as Hedge and Private Equity funds.Collaborated with technology, business partners and vendors responsible for licensed applications on enhancements and upgrades to existing platforms. Sponsored effort to license first generation workflow application.

Boston, Ma

Led, managed, mentored and deployed a team of 25 senior domain consultants to initiatives sponsored by four of the top custodian banks. Monitored current and future state assessments of a mutual fund accounting platform change. Built out of staff utilization model for accounting teams.

Directed Trustee for over 30 business trusts. Fiduciary for ABA Retirement Fund (33 act registered). Oversaw relationship with regulators and external auditors.

Boston, Ma

Senior Vice President, Head of Institutional Fund Accounting 2004 - 2010Managed Accounting Center of Excellence for pension accounting. Products supported by 650 Accountants located in Boston, Kansas City, and Mumbai, India included DB/DC plans, nonprofits, endowments, corporate cash, public funds, and pooled funds.• Maintained strong relationships with strategic, complex corporate customers and asset managers, which generated approximately $145 million in revenue annually for the corporation. Full responsibility for fee negotiations and P&L.Created a global governance model to support the establishment of Accounting Centers of Excellence within each business unit. Identified key tasks aligned with accounting activities and drove global adoption of COE model to ensure consistency.• Promoted collaborative working relationship between business, product, and technology teams globally. • Sponsored Lean Initiatives across accounting teams with emphasis on workload rebalance and elimination of redundant tasks and waste with the goal of increasing productivity across accounting teams by 15% or greater. Tracked and reported progress as initiatives were analyzed (deep dives) and implementation plans executed.Senior Department Head, Mutual Fund Services, 1988 - 2004Led department of 450 staff, providing custody and accounting services to some of the top mutual funds firms which generated over $136 million annually for State Street. Oversaw relationship management, fee negotiations, cross sell, and P&L.