Daniel Stephens

About Daniel Stephens

Supervisor with a demonstrated history in the financial services industry. Skilled in data and business analysis, financial reconciliation, and advanced reporting.

Experience

1. Manager - Fees

   Fiduciary Trust International

   Oct 2025 — Present

   Operational lead responsible for day-to-day execution of all fee activities.Executes designed Fee Oversight Framework operationally; coordinates controls, escalates risks, delivers reporting, and manages global team performance.Manage global fee operations and ensure accurate setup, modification, and closure of fees across all client accounts.Supervise the U.S-based analysts and India-based Supervisor (with a team of ~10).Serve as the operational lead for fee execution, supporting complex scenarios and client-specific needs.Ensure team performance meets established KPIs, SLAs, and quality benchmarks.Ensure compliance with exception policies and RCA protocols.Act as a point of escalation for fee discrepancies, exceptions, or errors.Collaborate with the front office to ensure accurate billing based on customized client agreements.Maintain and improve operational controls and documentation practices.Assist with internal audits, compliance requests, and training programs.

Education

• Virginia Tech

  Bachelor's degree, Finance, Financial Advising

  2013

Skills

• Microsoft Word
• Financial Analysis
• Customer Service
• Analytical Skills
• Project Management
• Powerpoint
• Microsoft Excel
• Analysis
• Research
• Leadership
• Public Speaking
• Microsoft Office
• Training
• Data Analytics
• Finance
• Microsoft Powerpoint
• English
• Photoshop
• Data Analysis
• Teamwork
• Social Media