David Record Email & Phone Number
Managing Partner | Senior Consultant @ Adeptyx Consulting Inc.
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David Record Location
- Charlotte, NC, US
David Record Work
- Managing Partner | Senior Consultant @ (April 2010 - Present)
- VP | Director – Capital Management Group @ (January 2002 - June 2010)
- Vice President @ State Street Research and Management (Acquired by BlackRock (January 2001 - January 2002)
- Senior Consultant @ (January 1999 - January 2001)
- Information Systems Manager @ OECHSLE INTERNATIONAL ADVISORS (January 1989 - January 1998)
David Record Education
- Northeastern University
David Record Skills
- Relationship Management
- Process Improvement
- Process Redesign
- Acquisitions
- Liaison
- CRD
- Portia
- Financial Services
- Team Building
- Securities
- Asset Managment
- Risk Management
- Financial Risk
- Fixed Income
- Mutual Funds
- Asset Management
- Derivatives
- Trading
- Human Resources
- Business Development
- Strategy
- Marketing
- Sales
- Management
- Leadership
- System Conversion
- International
- Data Warehousing
- Data Management
- Middle Office Operations
- Vendor Relations
- System Implementations
- Forecasting
- Strategic Planning
- Budgeting
- Operations Management
- Change Enablement
- Training
- Project Management
- Staff Development
- Process Reengineering
- Analytics
- Global Experience
- Teambuilding
- Back Office Operations
David Record Summary
- David Record, based in Charlotte, NC, US, is currently a Managing Partner | Senior Consultant at Adeptyx Consulting. David Record brings experience from previous roles at Evergreen Investments, State Street Research and Management (Acquired by BlackRock, Symphoni Interactive and OECHSLE INTERNATIONAL ADVISORS. David Record holds a Northeastern University. With a robust skill set that includes Relationship Management, Process Improvement, Process Redesign, Acquisitions, Liaison and more. David Record has 1 mobile phone numbers on RocketReach.
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