Don Hess
Managing Director, Daily Investment Operations
- Role
- Managing Director, Daily Investment Operations at Clearstead
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Don Hess
A dynamic and performance-driven executive with comprehensive expertise in investment…
Experience
Managing Director, Daily Investment Operations
Sep 2024 — Present · Cleveland, OH, US
Oversee the day-to-day Operations activities including portfolio administration, account setup, performance and account reconciliation, standardized reporting, and optimizing procedures driving operational excellence.
Education
The University of Akron
Bachelor's Degree
1987 — 1993
The University of Akron
Bachelor's Degree
1987 — 1995
Baldwin Wallace University
Executive MBA
2004 — 2006
Skills
- Financial Analysis
- Portfolio Management
- Asset Management
- Asset Allocation
- Banking
- Mutual Funds
- Securities
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