David R
Vice President at State Street | Fort Washington, Pennsylvania, United States
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David R. serves as Vice President at State Street, where he plays a pivotal role in Middle Office Operations, leveraging his extensive expertise in project management and change management to drive transformative initiatives across the organization. With a keen focus on internal controls and auditing, David has successfully led multiple global transformation projects that enhance operational efficiency and compliance within the financial servicing industry. His analytical prowess allows him to develop robust capacity models that inform strategic decision-making and resource allocation, ensuring that his teams are well-equipped to meet the demands of a rapidly evolving market.
Currently, David is spearheading key projects that align with State Street’s commitment to operational excellence and innovation. He collaborates closely with senior management to implement best practices that not only streamline processes but also elevate the overall client experience. His leadership style fosters a culture of accountability and teamwork, empowering his colleagues to exceed performance expectations in a deadline-driven environment.
David’s deep understanding of 40 Act Funds and equities further enhances his ability to navigate complex financial landscapes, making him a valuable asset to his team and the organization as a whole. His entrepreneurial spirit drives him to continuously seek out opportunities for business strategy improvements, ensuring that State Street remains at the forefront of the financial services sector. Through his dedication and expertise, David R. exemplifies the qualities of an insightful project leader, committed to delivering exceptional results and fostering a culture of continuous improvement.
Vice President at State Street in June 2023 to Present
Client Interaction, Vice President at State Street in May 2022 to May 2023
Vice-President, Lead Manager - Global Efficiency Program at BNY Mellon in March 2020 to August 2021
Manager FA Ops at PrideOne in March 2019 to March 2020
Manager FA Ops at PrideOne in October 2018 to December 2018
Vice President, Lead Manager, Fund/Client Accounting at BNY Mellon in January 2015 to June 2018
Vice President, Senior Investment Accounting Manager at BNY Mellon in January 2004 to January 2015
Investment Accounting Supervisor at BNY Mellon in January 1998 to January 2004
Senior Investment Accountant at BNY Mellon in January 1996 to January 1998
Pension Analyst/ Special Projects at Merrill Lynch in January 1995 to January 1996
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Project Planning
Operational Efficiency
Mutual Funds
Accounting
Financial Services
Internal Controls
Auditing
Equities
Analysis
Financial Analysis
Analytical Skills
Strategy
Investment Management
Project Management
Organizational Leadership
Strong interpersonal and communication skills
Team Leadership
Decision-Making
Leadership
Accountability
Leadership necessary to complete projects successfully
Eagle Pace
Fund Accounting
Business Efficiency
40 Act Funds
Strong financial and analytical background
Expert in Master Feeder Fund Structures and Allocations
Highly conscientious, hard working, experienced in meeting all deadlines
Private and Hedge Funds
Entrepreneurship
Business Strategy
Mental Health
Positive Psychology
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Discover more about State StreetWhat is David R email address?
Email David R at [email protected]. This email is the most updated David R email found in 2026.
How to contact David R?
To contact David R send an email to [email protected]. (updated on October 24, 2024)
What company does David R work for?
David R works for State Street
What is David R's role at State Street?
David R is Vice President
What is David R's Phone Number?
David R's phone (215) ***-*325
What industry does David R work in?
David R works in the Financial Services industry.
David R Email Addresses
David R Phone Numbers
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