Randall Geise Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Manage relationships with 45+ agent bank relationships in the Americas, Africa, Europe, and Asia. Define agent bank strategy, manage RFP reviews, on-boardings, agent bank/system conversions, and terminations. Negotiate fee schedules, contracts, service level agreements (SLAs) and client claims with agent banks to reduce costs, mitigate risks and maximize services. Conduct due diligence meetings with agent banks and financial market infrastructures (stock exchanges, depositories, regulators, central banks) to analyze market developments; lead agent bank performance reviews to optimize service operations, ensure compliance with service commitments and lead market advocacy with FMIs.

Greater Boston Area

Leveraged market expertise and agent bank relationships to resolve inquiries from clients and internal groups. Created and delivered presentations on market practices, regulatory developments, processes and strategies to clients, senior management, and internal business units. Writer and publisher of BBH's Global Update market bulletins detailing foreign market operations and developments to clients, in-depth market profiles, and depository risk analyses. Led the enhancement of BBH's Central Depository Handbook product detailing the settlement risks of foreign depositories.Chair of the Association of Global Custodian’s Depository Information-Gathering Committee (2011-12) focused on adherence of foreign depositories to United States Securities and Exchange Commission Rule 17F-7 requirements and additional international risk standards; led advocacy efforts to align Russian depositories with international standards; oversaw changes to the annual risk questionnaire completed by foreign depositories to better align with 17F-7.

Greater Boston Area

Wrote and edited daily global market news information product on securities services market developments in over 95 markets; oversaw the daily publication process of the finalized news product to over 3,000 clients. Managed web-based global risk information products including in-depth capital market practice reports, depository risk reports, and securities settlement process/risk charts. Performed service level agreement, audit, compliance and business continuity plan evaluations.

Greater Boston Area

Managed the implementation of a newly developed web-based corporate actions processing tool for clients. Oversaw initiatives to streamline corporate action response processing and standing instructions implementation.

Greater Boston Area

Performed daily record keeping and net asset value calculation for multiple high-volume funds. Resolved client inquiries and account discrepancies; produced financial statements and performance reports for each fund.

Mba, Global Management

Consultant (Beijing, China): Composed and delivered presentation on renewable energy types, US/European legislation, and company case.

Certificate Of Special Studies In Administration And Management, General Management

Ba, Government And Economics

Activities and Societies: St. Lawrence University baseball team, 1997-2001