Frank Lallos

About Frank Lallos

I am an operations executive who brings financial and management experience to customer…

Experience

1. Executive Vice President - Chief Business Officer

   Northeast Retirement Services

   Jan 2011 — Present

   Among other operational and client facing duties I am responsible for all operations related to our institutional transfer agency, our custom target date and fund of funds administration business line where we develop and implement the participant cash flow and re-balancing methodologies that large 401K plans create for their investments. I also serve as Executive Vice President of Global Trust Company our Maine Non-Depository Trust Company which is a third party trustee and sponsor of Collective Investment Trusts (CIT) for the ERISA market and other non-registered pool vehicles for asset owners and asset managers

Skills

• Accounting
• Product Development
• Analysis
• Strategic Planning
• Portfolio Management
• Financial Services
• Securities
• Alternative Investments
• Strategic Financial Planning
• Pricing
• Investments
• Financial Modeling
• Operations Management
• P&L Responsibility
• Budgets
• Management
• Outsourcing
• Corporate Finance
• Equities
• Mutual Funds
• Business Process
• Business Strategy
• Entrepreneurship
• Mergers
• Product Management
• Restructuring
• Finance
• Financial Reporting
• Mergers & Acquisitions
• Hedge Funds
• Corporate Development
• Forecasting
• P&L Management
• Start-Ups
• Leadership
• Executive Management
• Global Client Management
• Venture Capital
• Financial Analysis
• Business Development