Thomas Gallagher Email & Phone Number

Boston

Accomplished financial services professional with extensive experience in a variety of mutual fund servicing roles. Known for strong technical, organizational, communication, and leadership skills. Demonstrated ability to champion change while consistently achieving results.

Greater Boston Area

• Streamlined processes by automating new fixed income and fair value pricing vendor files• Improved operating efficiency by creating a centralized securities valuation team and converting all pricing functions from the client facing group to the centralized team • Participated in the development, testing, and deployment of the next generation securities valuation platform to solve systems related inefficiencies • Enhanced customer service by consolidating valuation of customer’s US and non-US portfolio to a single team and single point of contact• Solved workload balance operating inefficiency by implementing a part time trainee staffing model• Reduced financial risk by writing Standard Operating Procedures and Fair Valuation best practices documentation. • Increased employee retention by serving as a mentor • Improved customer service and reduced financial risk by routinely exceeding standards for NAV accuracy and timeliness• Ensured compliance with Money Market Reform regulations by transitioning money market pricing from the “fund group” to the Securities Valuation team and onto the new pricing platform

Greater Boston Area

• Managed single client centralized pricing groups responsible for the daily valuation of mutual fund portfolios and daily NAV dissemination • Worked with IT and the client to conceive, design, and implement a pricing database used to automate manual pricing and client specific reporting functions

Greater Boston Area

• Managed Fund Accounting team responsible for maintaining accounting records and calculating NAV and distribution/yields • Successfully completed several large external client conversions (Liberty, Columbia, Galaxy, Fleet, Bank of America, Excelsior) from competitors into State Street

Greater Boston Area

• Managed a full service fund group responsible for all aspects of mutual fund processing including cash and trades, corporate actions, accounting, valuation, customer service, and NAV

Greater Boston Area

• Maintained accounting records and calculated NAV and distribution/yields