Dana Blumka

Dana blumka

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location of Dana BlumkaGreater Chicago Area
Phone number of Dana Blumka+91 xxxx xxxxx
Followers of Dana Blumka338 followers
  • Timeline

    Jan 1997 - Jan 2001

    Operations

    Mesirow Financial
    Jan 2000 - Jan 2002

    Supervisor -Trade Settlement

    Knight Financial Advisors
    Jan 2002 - Jan 2004

    Senior Operations Administrator

    Pax Clearing Corporation
    Current Company
    May 2004 - now

    VP, Investment Operations

    Calamos Investments
    Naperville, Illinois, United States
  • About me

    VP, Investment Operations at Calamos Investments

  • Education

    • Benedictine university

      -
      Bachelor of business administration - bba business management
    • Benedictine university

      2009 - 2010
      Ba business management

      Activities and Societies: Deans List

  • Experience

    • Mesirow financial

      Jan 1997 - Jan 2001
      Operations
    • Knight financial advisors

      Jan 2000 - Jan 2002
      Supervisor -trade settlement
    • Pax clearing corporation

      Jan 2002 - Jan 2004
      Senior operations administrator
    • Calamos investments

      May 2004 - now

      The high demands of the industry partnered with the reputation of excellence that Calamos exudes requires an Operations Manager with excellent time management skills and a proven track record of setting and meeting the ambitious goals of the industry and our many clients. Some of the many responsibilities overseen include:* Oversight of daily processes to assure metrics are met * Good working relationship and communication with executive management to discuss firm initiatives* Oversight of Client Reporting and Invoicing* Coordination of client on-boarding processes and launching new Funds* Continuous monitoring of changes made globally to remain up-to-date on global market set-up and requirements.* Business Lead and coordination for numerous key firm initiative projects Show less

      • VP, Investment Operations

        Feb 2022 - now
      • AVP of Investment Operations

        Feb 2017 - now
      • Manager, Investment Operations

        Feb 2015 - now
      • Supervisor Managed Account Operations

        May 2004 - Feb 2015
  • Licenses & Certifications

    • Series 99 - operations professional

      Mutual securities, inc. member finra, sipc
      Nov 2017