David Engelman Email & Phone Number
Operations Client Service, VP @ State Street
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David Engelman Location
- Boston, MA, US
David Engelman Work
- 2025 -now Operations Client Service, VP @
- 2018 -2025 Fund Accounting and Administration, Vice President @
- 2013 -2018 Custody and Fund Accounting Fund Manager, AVP @
- 2007 -2013 Mutual Fund Accounting Officer @
- 2006 -2007 Account Supervisor and Manager @
- 2005 -2006 Senior Fund Accountant @
- 2004 -2005 Custody Fund Accountant @
David Engelman Education
- BENTLEY COLLEGE
Bachelor of Science (Managaement)
1999-2003
David Engelman Skills
- Mutual Funds
- Fund Accounting
- Client Liaison
- External Audit
- Pricing Research
- client billing
- Manage Client Relationships
- Client Service Oriented
- Auditing
- Client Services
- Accounting
- Corporate Actions
- CRM
- Investments
- Financial Services
- Securities
- Business Analysis
- Process Improvement
- Net
David Engelman Summary
- David Engelman, based in Boston, MA, US, is currently a Operations Client Service, VP at State Street. David Engelman brings experience from previous roles at State Street and Investors Bank & Trust. David Engelman holds a 1999 - 2003 Bachelor of Science in Managaement @ BENTLEY COLLEGE. With a robust skill set that includes Mutual Funds, Fund Accounting, Client Liaison, External Audit, Pricing Research and more. David Engelman has 2 emails and 1 mobile phone numbers on RocketReach.
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