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Nathan A. D.
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.
Analysis and Compliance
and Information Technology|
Assessment and Facilitation
Policy and Procedure
Compliance and Risk
Data Analysis, Reporting
Design and Development
Conversion and Implementation:
Testing, Paralleling, Training Data Integrity, Validation/Mapping
HARVARD MANAGEMENT COMPANY
HMC, Boston, MA –
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
Managed all organizational
development and educational functions including institutional, group
and individual programs, operational assessment/structure, course development,
facilitation and vendor management.
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.
engagements featuring global leaders including: Treasury Secretary Robert
Rubin Ret, Mohamed ElErian CEO PIMCO, and Harvard President Drew
Created and managedto
annual departmental budget. Conceived and implemented costcutting
strategies resulting in savings of % to % annually while increasing
program offerings and attendance.
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.
book for new CEO and board members. Book included extensive analyses
of budget, cost allocations, investment strategies, staff profiles,
functions, corporate structure and history.
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
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.
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.
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.
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.
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.
reporting of cash and security reconciliation positions for external
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.
procedures for domestic trading and funding activity with custodian
and accounted for corporate actions in domestic portfolios.
Created daily and
monthly cash flow and commercial paper reports.
PIONEER MUTUAL FUNDS DISTRIBUTOR,
Boston, MA –
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.
and production of reporting software for regional VPs and trading system
THE BOSTON COMPANY MELLON
TRUST, Boston, MA –
transactions for client trust accounts valued at over $ million.
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.
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
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.