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Glenn F

ETF Specialist, Operations, Technology and Development

Occupation:

Chief Operations Officer

Location:

Swampscott, MA

Education Level:

Master

Will Relocate:

YES

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With 25+ years of financial services experience in Mutual Funds, Partnerships, SMAs & other investment products. I have consistently translated investment ideas and overcome operational barriers, bringing tangible, quantifiable and proven results to an organization and its clients, through operations service and IT solutions. I have worked with products having assets under management, under $100milion to over $1billion, and managing staff and portfolios of 3-250 and 3-300+, respectively, managing a multi-million-dollar departmental budgets. As a Senior Executive for operations and development, and one of the designers of the original ETF (SPY) for State Street, I bring my knowledge and experience to an organization to enhance the P&L, increase client satisfaction, and retain and acquire new clients by means of quality service and product delivery, and through effective change management and resource retention critical to keeping pace with everchanging market needs. My experience has resulted in bringing to an organization: 1) Enhanced operational efficiencies to reduce operating costs, 2) New products/services increasing revenues and market share, and 3) Expansion of revenues via growth, acquisitions and new product development, which are all designed to translate into bottom line results, through effective management and ut

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SCHOOL MAJOR YEAR DEGREE

Suffolk University MBA 1986 Master Degree
Northeastern University Accounting 1980 Bachelor Degree
Northeastern University Aviation Technology 1980 Associate Degree
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TYPE TITLE URL DESCRIPTION

Website IMA media url Institute of Management Accountants

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Highlights:

▪ Product/Process Development ▪ Technology Development ▪ Operations Management/Accounting ▪ Infrastructure planning and execution ▪ Treasurer and Financial Officer ▪ Client Service, Sales and Marketing ▪ Conversion/Integration Management ▪ Board Presentation ▪ 40 Act Regulatory and Tax Compliance ▪ Documentation, Training, & Testing

Companies I like:

State Street, BNY Mellon, CITI, Eaton Vance, ALPS,

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▪ Operations, Consulting and Technology for: * Exchange Traded Funds (ETFs & ETPs Original Developer of SPY the “AMEX Spider”) * Actively Managed ETMF (Eaton Vance - NextShares™) * Stratified ETF (Syntax Advisors SSPY) * ETP Firsts: SPCR-Market Cap ETF Product, Stratified, Actively Managed, US-Global, Offshore, Sector, and more * Asset Types: US and Global: Equity, Debt, Money Market, Commodity, Balanced, Options, Futures, Sector/Specialty ▪ Operations Development for first Stratified ETF (Syntax Advisors, LLC) ▪ Created the Business Plan and launched State Street Fund Administration Business ▪ Operations Manager for Accounting & Administration operations and some of the largest client conversion plans ▪ Held the position of Fund Treasurer and officer for select US Mutual Fund clients. ▪ Development of Internet based, Workstation and Mainframe systems and applications, including: * ETF Basket and Cash Component calculations * ETP Settlement and Collateral Processing platforms integrated to Exchanges, Brokers and DTCC/NSCC * Collateral Control Platform and Instruction Authorization Technology * Cash Reconciliation * Aggregate Tax Allocation system for Partnerships * Multicurrency Accounting and Pricing Systems * Performance and Returns system for Investment Companies, and more * Master Feeder and Multi Class Funds
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