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Investment Operations Analyst 

Daniel Bringle, as investment operations analyst, is responsible for investment operations related to investment, accounting, and trading system platforms. Daniel will maintain portfolio accounting system to ensure accurate security information, pricing, cost basis and account valuation. Daniel will work as a motivated, self-starter to support operations within First Western's Investment Management Team. 

Prior to joining First Western Trust, Daniel has gained 13 years of experience in the financial industry working with Fortigent, as a portfolio accounting analyst, Hillman Capital Management, as a senior associate trading/operations, and Advisory Research, as a portfolio operations/trade settlement associate. Daniel was then recruited by First Western Trust to a investment operations analyst role in October of 2017. 

Getting to Know Daniel

What do you believe is your best quality?

I think I'm a good listener which allows me to be a great communicator as it allows me to connect with people.

What do you like most about what you do?

I enjoy implementing operational processes and automation that reduces the amount of manual intervention in the daily operations of the investment management duties.

What is your idea of perfect happiness?

The ability to have the time to have clarity in the things you want so you can focus your pursuits to attaining your goals.

Credentials 

  • Bachelor of Science in Public Management from Indiana University. 

Involvement

  • Chair, GOBI Energy Project.
  • Volunteer, PAWS Chicago No Kill Shelter.