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<pre>Array ( [var] => cut_url ) </pre> Resume for Nathan D. for Manager / Supervisor / Team Leader / Financial Services in Newton, Massachusetts. Search More Resumes for Manager / Supervisor / Team Leader on #Y1AAKHZKN

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Resume for Nathan D. for Manager / Supervisor / Team Leader / Financial Services in Newton, Massachusetts

Occupation: Manager / Supervisor / Team Leader Industry: Financial Services
Country: United States City: Newton
State: Massachusetts ZIP: 02458

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Nathan A. D. 

Nonantum Street, Newton, Massachusetts



Senior Business Manager, Learning Professional and Project Leader with a proven record of increasing effectiveness and reducing risk at all organizational levels.  Combine broad educational, operational and technological experience with excellent analytical capabilities to increase the valueadded of individuals, processes, technology and information. 

Versatile problem solver experienced in successfully tackling complex organizationwide challenges. Detailoriented and big picturefocused.  Extremely flexible and effective in working on a myriad of issues including strategic initiatives, organizational effectiveness, operational improvement, compliance, systems implementation and business continuity.  Highly regarded by managers and colleagues for commitment to organizational success, project leadership, collaboration and unquestionable ethical standards. 


Organizational Development and Management Operations, Analysis and Compliance Project Management and Information Technology
  • Educational Programming, Assessment and Facilitation
  • Leadership Development
  • Strategic Planning and Execution
  • Managing Staff, Budgeting
  • HR, Recruitment and Retention
  • Performance Management
  • Business Process Improvement
  • Policy and Procedure Development
  • Compliance and Risk Mitigation
  • Data Analysis, Reporting and Audit
  • Business Continuity/Crisis Planning
  • Trade Processing and Reconciliation
  • Knowledge Management, HRIS
  • Systems Analysis, Design and Development
  • Conversion and Implementation: Testing, Paralleling, Training Data Integrity, Validation/Mapping



    HMC manages the Harvard University Endowment and other funds with $+ billion AUM.  The group invests Harvard’s capital across multiple asset classes, markets and investment strategies.

    Manager of Education and Development   –

  • Managed all organizational development and educational functions including institutional, group and individual programs, operational assessment/structure, course development, facilitation and vendor management.
  • Established training infrastructure and instituted and/or facilitated programs that tripled staff attendance resulting in improved efficiency, decreased risk and turnover. Programs included: leadership, career development, investment strategies, compliance, personnel policies, harassment, on boarding, professional skills, software/desktop applications.
  • Organized speaking engagements featuring global leaders including: Treasury Secretary Robert Rubin Ret, Mohamed ElErian CEO PIMCO, and Harvard President Drew Gilpin Faust.
  • Created and managedto annual departmental budget.  Conceived and implemented costcutting strategies resulting in savings of % to % annually while increasing program offerings and attendance.
  • Created corporate transition plan with CAO that was successfully implemented after spinout.  Assisted in preparation of materials for Board of Directors and coached senior managers for board presentations.  Wrote press announcements for strategic hires.  Organized and facilitated annual meetings for external auditors.
  • Authored briefing book for new CEO and board members.  Book included extensive analyses of budget, cost allocations, investment strategies, staff profiles, functions, corporate structure and history.
  • Instituted Rotational MBA and Intern recruiting programs targeting toptier business schools resulting in multiple senior hires. Sold program to portfolio managers and helped create internships with valueadd for their portfolios. Cultivated relationships and represented company at recruiting events.  Program recognized for excellence by Interim CEO Robert Kaplan Sr. Dir. Goldman Sachs.
  • Advised senior management and supported initiatives covering OD, compliance, systems integration, process improvement and documentation. Active in HR functions including recruiting, policy development, salary benchmarking, HRIS, performance/issue coaching and termination.
  • Managed Performance Review process. Created ratings criteria, timeline, guidelines and training programs. Developed database/reporting covering ratings, pay vs. performance, manager effectiveness, and developmental planning. Conceived, led and implemented PM process automation initiative.
  • Managed company’s business continuity and crisis planning.  Developed and tested response protocols e.g. travel safety and pandemic. Monitored media for potential threats, managed crisis training activities.
  • Led Knowledge Management IT project reporting to CIO, COO and CRO.  Successfully designed, developed and implemented web applications to manage knowledge resources. Personally designed, built and managed intranet pages providing information/resources for training and other departments.
  • Headed SarbanesOxley compliance project reporting to COO and CCO.  Analyzed financial controls, determined potential gaps, created matrix and web pages to monitor SOX structure and report findings to management and auditors.

    Business Analyst   –

  • Directed consultants in IT and accounting projects and trained personnel on new applications.
  • Worked with multiple business units in design, development and implementation of applications and processes including automated general ledger, trade exception/reconciliation and cashwire automation.
  • Coordinated yearend reporting of cash and security reconciliation positions for external auditors.
  • Created YK business continuity plan for domestic and international cash desks.

    Fed Desk/Income and Cash Management/Corporate Actions Coordinator   –

  • Managed all daily domestic trade settlements, funding and cash movements.
  • Systematized reconciliation procedures for domestic trading and funding activity with custodian banks.
  • Monitored, processed and accounted for corporate actions in domestic portfolios.
  • Created daily and monthly cash flow and commercial paper reports.


    Senior Mutual Funds Trader

  • Trained and oversaw wire order department of $ billion mutual fund group.
  • Balanced and converted Mutual of Omaha Funds trading business as part of acquisition.
  • Assisted design and production of reporting software for regional VPs and trading system rewrite/conversion.


    Account Specialist

  • Managed investment transactions for client trust accounts valued at over $ million.
  • Coordinated activity with investment advisors, brokers accounting and compliance departments.
  • Funded for account transactions by investing in treasury bills and money market vehicles.

    KEYSTONE MUTUAL FUNDS Evergreen Financial, Cambridge, MA    –

    Senior Broker Dealer Representative

  • Acted as liaison between Keystone Mutual Funds and their primary brokerage house clients.
  • Led certificate book entry project in which brokers’ accounts were balanced and all outstanding shares deposited.


    Keene State College

    Bachelor of Science, Business Management, Concentration in International Studies 

    Certifications and Skills 

    Training ManagerDirector Certificate, Langevin Learning.  MyersBriggs Certified Administrator MBTI.

    Proficient in: MS Office Suite, Access and Project, WebFOCUS, Vignette, Macromedia/Contribute and ADP/HRB HRIS. Have created and facilitated training in Excel, Outlook, Word, PowerPoint and Vignette. 


    Interests include leadership, international relations, investing, art, mountaineering/adventure travel, cycling and mountain biking, including numerous charity rides.

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