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Online Resumes with "Syntax Advisors LLC"

Chief Operations Officer - 20 Years of Experience - Near 01907

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, S...

Tags for this Online Resume: Consulting, Securities, Oracle Parallel Server, Accounting, Active Server Pages, Budgeting, Business Plan, Compliance, Financial, Financial Reporting

Featured Profile

ETF Specialist, Operations, Technology and Development

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 $1bill...

Ideal Companies: State Street, BNY Mellon, CITI, Eaton Vance, ALPS,

Tags for this Online Resume: Consulting, Application Development, Business Plan, Financial, Accounting, Custody, Fund Accounting, ETF Development, ETF Operations, Product Development, Process Development, Operations Management, Change Management, Conversion Management, 40 Act Operations, Compliance and Tax, Technology Development, Prototyping, Database management and design, Client Service, Board Presentations, Documentation, Training, Software Testing, MS Access, SQL, MS PRoject, MS Visio, MS Word, S PowerPoint, Contract and Fee Negotiations, Prospectus and SAI Drafting and Review, RAD/Agile and Waterfall development, Applications Design and Programming, Infrastructure Planning, Board Presentaions, Fund Treasurer, Fund Advisor Operations, Fund Administration Operations