Dane Borges
Greater Boston Area
Summary
Client operations professional with hands-on experience supporting fixed income and private wealth platforms. Proven ability to manage end-to-end account onboarding and servicing, reconcile internal and external reporting, and partner cross-functionally with risk, compliance, and technology teams. Known for delivering accurate, responsive support in fast-paced, client-facing environments. Targeting client-facing, revenue-adjacent roles in asset management or wealth platforms; a non-broker-dealer environment is preferred.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Fixed Income Associate
Morgan Stanley
Boston
05.2022 - Current
- Owned end-to-end onboarding and servicing for fixed income accounts across wealth and institutional platforms.
- Reconciled internal and external reporting, identifying discrepancies and partnering with Risk, Compliance, and Technology teams to resolve issues.
- Acted as a primary point of contact for advisors and internal stakeholders, managing complex operational inquiries.
- Supported platform partners including wirehouses, RIAs, custodians, and private banks.
- Utilized Excel extensively for reconciliations, reporting, and workflow tracking in a fast-paced environment.
- Fixed Income Operations
Client Operations / Platform Support Associate
Right Capital
Shelton
01.2021 - 01.2022
- Supported financial advisors, RIAs, and wealth management firms using a financial planning and investment platform, providing high-touch client and platform support.
- Assisted with onboarding new advisory firms and client accounts, ensuring accurate setup, data integrity, and smooth transitions.
- Responded to advisor inquiries related to reporting, account data, and platform functionality, delivering timely and professional resolutions.
- Collaborated with internal technology, product, and operations teams to escalate issues, test fixes, and improve servicing workflows.
- Maintained detailed documentation and tracking to ensure consistent service quality and follow-through.
Education
Bachelor of Science - Marketing
Jack Welch College of Business & Technology
Fairfield, CT, USASkills
- Client and Investor Operations
- Fixed income and wealth platforms
- Account onboarding and servicing
- Platform and custodian support
- Reconciliations and reporting
- Cross-functional partnership
- Client relationship management
- Workflow optimization
Certification
Securities Industry Essentials (SIE) Exam, Passed
Timeline
Fixed Income Associate
Morgan Stanley
05.2022 - Current
Client Operations / Platform Support Associate
Right Capital
01.2021 - 01.2022
Bachelor of Science - Marketing
Jack Welch College of Business & Technology