Peter Ackles Email & Phone Number

St Paul, Minnesota, United States

Minneapolis, Minnesota, United States

Minneapolis, Mn

Minneapolis, Minnesota

• Management of business functions, processes and associated staff. • Business owner of client directed and business driven projects which include oversight of requirement writing, UAT and production checkout phases of the project management process. • Oversee production of financial statements, investment reviews and meeting books for institutional client base. • Analysis of report against changing domestic and international regulatory rules such as ERISA, Basel and MIFID. • Develop and execute tactical plans designed to achieve results. • Provide oversight, leadership and business management of designated external vendor services, monitoring and ensuring compliance with standards and regulations. • Experienced user of Vermilion Reporting Suite, PowerPoint, SharePoint and familiar with reporting tools such as Coric and Tableau. • Establish and measure performance against service level goals and aggressive benchmarks. • Provide subject matter expertise and execution support to business driven initiatives, internal partners, leadership or projects related to operations, as necessary.

Minneapolis, Minnesota

• Acted as a project lead for multiple group initiatives. • Wrote and reviewed business requirements. • Led change management processes such as client account onboarding and process development. • Ensured the accuracy and timely delivery of reports through thorough validation and deliverables scheduling. • Wrote and updated specific group procedures. • Partnered with technology groups to build custom client reports.

Greater Boston Area

• • Served as primary contact for Far East and European corporate trust clients and investment management companies. • Monitored relationship status with clients via monthly meetings, calls and report cards. • Managed Team of eleven including three supervisors. • Coordinated new business development and onboarding of clients. • Partnered with clients to ensure automated and bespoke reporting needs were met. • Worked with client transfer agents to process daily cap stock movements and money market fund investments. • Led several department-wide initiatives and focus groups. • Led initiative to review data security risks associated with online access to client account information. • Performed regular reconciliation of client assets to both internal and external records. • Reviewed billing invoices and coordinated payment. • Reviewed client overdrafts and broker claims to ensure timely resolution. • Prepared and presented monthly client management reporting. • Prepared audit materials for internal and external auditors.

Greater Boston Area

• Supervised staff of ten account managers• Worked closely with BBH Hong Kong and Tokyo offices to service Far East client base.• Reviewed and authorized the issuance of client invoices and monitored payment status.• Oversaw the settlement of cash transactions, foreign exchange, and equity and fixed income trades.• Prepared monthly management reporting packages for clients.

Greater Boston Area

• Managed a team of six mutual fund accountants.• Calculated and reviewed the daily Net Asset Values for 15 pension funds.• Worked with multiple pricing vendors and brokers to ensure accurate daily valuation of fund assets.• Served as primary point of contact for the client.• Performed daily reconciliation of assets to client records.