Jarrett Singer

About Jarrett Singer

I am a proactive and seasoned financial executive with a career marked by strategic leadership and a deep technical foundation. My professional journey has been defined by a commitment to financial integrity, operational excellence, and the strategic growth of one of Europe’s leading financial services groups within the North American market.I bring extensive expertise in managing the financial, operational, and regulatory architecture of a global asset management firm, ensuring robust support for complex regional operations through varied market cycles.Core Competencies: • Strategic Financial Leadership: Treasury management, fiscal oversight, and capital allocation. • Operational Integrity: Multi-jurisdictional compliance, internal controls, and institutional financial reporting. • Product Expertise: Deep knowledge of SMAs, wrap programs, and mutual fund management, from inception through distribution. • Stakeholder Partnership: Expertly interacting with institutional clients, consultants, financial advisors, and Registered Investment Advisers (RIAs). • Institutional Stability: Managing regional financial health through decades of global economic shifts. • Corporate Governance: Serving as a trusted partner to directors and executive leadership to support long-term firm stability. • Executive Partnership: Acting as the key strategic liaison between regional leadership and global group operations.

Experience

1. CFO and Controller of North America

   Nordea

   Jan 2015 — Present · New York, NY, US

   Financial and operational leader for Nordea’s North American investment advisory business. Proactive oversight across all financial, operational, and legal activities for an SEC-registered investment adviser. Serve as a strategic partner to local CEO, Board, and Global Leadership. Ensure our infrastructure is both compliant and optimized for long-term growth.FINANCE & STRATEGIC FP & A • FINANCIAL ARCHITECTURE: Designed financial control environment, overseeing accruals, taxation, and reconciliations. • REPORTING INNOVATION: Automated financial reporting systems to enhance data integrity and reduce manual turnaround. • FISCAL PLANNING: Direct annual budgeting and deliver forecasts to senior management and the Board.GOVERNANCE & BOARD LEADERSHIP • BOARD ENGAGEMENT: Facilitated Board meetings for 16 years (2003–2019). Currently provide financial oversight and reporting on all fiscal matters to the Board. • REGULATORY STEWARDSHIP: Former Chief Compliance Officer (CCO) and member of the Global Compliance Committee. • AUDIT OVERSIGHT: Supervise annual financial audits and the preparation of audited financial statements.OPERATIONAL EXCELLENCE • BUSINESS TRANSFORMATION: Led critical reorganizational initiatives to streamline infrastructure and resilience. • CONTRACT NEGOTIATION: Proactively negotiate complex agreements and implemented new client billing protocols. • TECHNOLOGY LEADERSHIP: Oversaw the end-to-end implementation of an integrated IT platform.KEY ACHIEVEMENTS: • COST OPTIMIZATION: Successfully reduced US operating expenses by 40% through the implementation of aggressive cost controls. • GOVERNANCE: Served as a key team member in recruiting a CCO, transitioning the role as part of a strategic enhancement of asset management governance. • PROCESS REALIGNMENT: Spearheaded a comprehensive realignment of business infrastructure, improving cross-departmental efficiency and operational resilience.

Education

• University of Florida

  Bachelor of Science - BS, Finance, Insurance (Risk Management), Mass Communications

• University of Florida - Warrington College of Business

  Bachelor of Science - BS, Finance, Insurance (Risk Management), Mass Communications

Skills

• Negotiation
• Management
• Risk Management
• Sales
• Strategy
• Financial Analysis
• Financial Risk
• Asset Management
• Equities
• Marketing
• Detail Oriented
• Analysis
• Investments
• Budgets
• Finance
• Budgeting
• Access
• Microsoft Word
• Executive Management
• Problem Solving
• Organization
• Leadership
• Microsoft Excel
• Powerpoint