David Whelan's Location
Medfield, MA, US
David Whelan's Work
- Global Relationship Manager @ State Street
- Relationship Manager @ State Street
- Sector Solutions (Business Development) @ State Street
- Senior Sales Partner @ BNY Mellon
- Trust Unit Manager @ BNY Mellon
- Trust Supervisor @ BNY Mellon
- Senior Trust Specialist @ BNY Mellon
- Trust Specialist @ BNY Mellon
David Whelan's Education
- Assumption College
BA (Marketing)
1992 - 1996
David Whelan's Skills
- Mutual Funds
- Global Custody
- Financial Services
- Alternative Investments
- Hedge Funds
- Fund Accounting
- Derivatives
- Securities Lending
- Back Office
- Middle Office
David Whelan's Summary
David Whelan, based in Medfield, MA, US, is currently a Global Relationship Manager at State Street, bringing experience from previous roles at State Street, BNY Mellon and BNY Mellon (formerly Mellon Financial). David Whelan holds a 1992 - 1996 BA in Marketing @ Assumption College. With a robust skill set that includes Mutual Funds, Global Custody, Financial Services, Alternative Investments, Hedge Funds and more, David Whelan contributes valuable insights to the industry. David Whelan has 1 email and 1 mobile phone number on RocketReach.
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