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Frank Koudelka
Senior Vice President and Global ETF Product Specialist at State Street Global Services

Profile

Frank Koudelka is the Senior Vice President and Global ETF Product Specialist for State Street. State Street is a market leader servicing over 62% of global ETF assets. In this role, Frank establishes the strategic direction for ETF servicing, assists with the on-boarding of new clients and drives the product and technology strategy as it relates to ETFs. Previous to this role Frank led the Institutional Transfer Agency business unit. Frank has been with State Street for over 17 years, joining the firm as a part of the IBT acquisition. He has 33 years of experience in the financial services industry. While at Investors Bank and Trust, Frank was responsible for the Transfer Agent teams in Europe and the US. Additionally, Frank ran the Institutional Custody / Wealth Management group; providing back office services to banks, endowments, foundations and registered investment advisors.

Prior to joining Investors Bank and Trust, Frank held diverse roles at PaineWebber, the National Securities Clearing Corporation, First Data and PFPC. This included operations management, product development and marketing. He attended St. John’s University in New York reaching a Bachelor of Science degree in Finance and served in the United States Marine Corps Reserves.

Agenda Sessions

  • Why Your Custodian Matters More than You Think

    2:05pm