Ryan Bartro Email & Phone Number

Boston, Ma, Us

I manage the Treasury Operations and Cash Management Team within Investment Operations for over 150 discretionary relationships. Clients include pension, endowments & foundations, and private wealth. Responsibilities include trade and wire execution ($15.8 billion moved, $25.1 billion managed in 2020), cash forecasting and reconciliation, custodian due diligence, and liquidity oversight. Strong knowledge of local currencies, foreign exchange, international banks, and domestic and foreign markets. Focus on driving execution related to capital calls and distributions with a success rate of 99.7%. Manage global ETF trading for discretionary clients and created a systemized allocation policy using multiple brokers to ensure best-execution is delivered by removing manual component of trade delivery. I use blocking process to ensure all clients receive same prices to prevent bias with a 99.98% trade success rate. Member of the Vender Due Diligence working group responsible for trading and custodian diligence. I provide analysis and formal reports used at firm-wide leadership meetings to identify potential issues with brokers/custodians. Developed, designed, tested, and implemented a new cash management system. Approved member of Cambridge’s authorized signatory list. Assist with internal and external audit related to cash management. Managed one of the first teams to earn SOC 1 report and successful SOC reports since 2018.

Boston, Ma, Us

Successfully completed a 6-month LEAD Program to enhance and develop managerial skill sets and used training to provide career development and mobility for team.Hire, retain, and develop strong employees and impactful teams leading to the highest retention rate within investment operations. Provide management through trust, direct feedback, accountability, and advocacy. Trained on diversity and inclusion hiring practices related to unconscious bias.

New York, Ny, Us

Managed 7-person team located in 2 regions: Boston, MA and Krakow, Poland to oversee Global Cash Services division which supported over $4.1 trillion in custody and $1.7 trillion of funds. Managed global cash or mutual funds on behalf of financial services corporations Provided reporting, analytics, and tactical advice to clients regarding cash positions, hedging, foreign exchange, and investment strategies. Monitored cash restrictions and penalties in local markets to avoid potential risk to the client and firm. Worked closely with Treasury department to timely and accurately invest cash on behalf of clients in numerous short-term vehicles, including STIF, Time Deposits, and Repurchase Agreements.Client Service subject matter expert for Global Cash Services. Assisted with monthly and quarterly service calls, RFPs, new and additional service requests or business, cross-training amongst internal teams, and attending events to onboard potential new business. Participated in the redesign and implementation of a Global Cash Services reorganization, where department was designated by function instead of client or product. Collaborated with internal teams and external firms to design improvements to cash availability platform to mitigate manual risk, increase productivity, apply financial robotics, and lower staffing costs.

New York, Ny, Us

Selected by Sr. Management to become a global ambassador to work with Talent Forum and Human Resources to onboard and retain high-performing employees and promote employee engagement and development.Collaborated on the Diversion & Inclusion panel and implemented several initiatives to enhance the diversity of BBH’s workforce to create a more inclusive culture that values a variety of thoughts and perspectives.Spoke on a quarterly panel all Service Delivery new hires to share experiences and provide advice to ensure they have a successful transition to Brown Brothers.

Boston, Ma, Us

Ensured timely cash receipts for over 1,000 Fidelity retail and institutional mutual funds through diligent management, loan administration, and control and analysis of Domestic and International market practices. Led a team of eight cash analysts; successfully completed daily operations, met deadlines with accuracy and proficiency, and ran cross-organization meetings. Acted as the primary cash contact for trading desks portfolio managers.Provided strategic and tactical cash support to partners of Fidelity’s internal and external customers in addition to managing monthly internal and external reconciliation and management reports. Analyzed, resolved, and communicated cash discrepancies driven by market volatility complexities; invested cash in appropriate vehicles for largest returned gains. Specialized in investment options, policies, and strategies for several fund products; submitted liquidity forecasting analysis for Fidelity trading and treasury teams.

Boston, Ma, Us

Provided comprehensive domestic support in monitoring, affirming, and settling trades with both internal and external customers. Developed effective policies and procedures for extensive management reports and settlement/cash processes now incorporated by multiple custody departments.

B.A. International Relations; Urban Studies

Mba Certificate

Semester Abroad: International Economics, Global Policy