SUMMARY:

• Thirteen years of proven experience in financial services product and platform development.
• Excellence in results - driven delivery, whether self-directed or team leadership across matrix environments.
• Proven specialization in building and managing product, technology leadership, marketing and sales support providing best-of-class client experience.
• Product and Platform Integrations
• Broad Marketing Channels Expertise
• Sales Enablement & Business Development
• Web, New Media & Mobile App Ecosystems
• Platform Strategy Roadmapping
• Business Architecture Design & Implementation
• Technology Subject Matter Expertise
• Vendor/Partner Management

PROFESSIONAL EXPERIENCE:

Confidential

Program Manager

Responsibilities:

• Program oversight for tactical and strategic content portal solution, managing analysts and project managers delivering requirements against risk mitigation across various product types upon risk, VaR, Confidential reporting, NAV, and performance.
• Led business and technical strategic roadmap for multiple d Confidential sources gaining consensus across global stakeholders.
• Led budget & solution evangelism to senior management on behalf of stakeholders, participants, and technical teams.

Confidential

Advisor Services, Technology Solution s

Responsibilities:

• Product technical development, program design and product marketing for integrated financial planning technology platform
• Development of product roadmap strategy comprising multiple product requirements, financial models, marketing tranches, proof of concepts and end-user client experience on integrated technology solution.
• Leadership on offer design, marketing, sales support (internal/affiliated 3rd parties), and technical proof-of-concept solutions across technology myriads.
• Presentations and influence from end-client user experience to executive alignment.
• Strategy and solution design for CRM, content management, document management, business workflow software, portfolio accounting integration, end-client web portals, and app development (via ISV and OEM distribution).
• Business process architecture for front- & back-office, and custodial intra-workflow efficiencies and integration. Partnership with client service, sales and external partners on organizational design, staffing,, and integration.

Confidential

Management Consultant

Responsibilities:

• Successful sales delivery of global Rational Solutions - executive/senior mgmt. evangelism on mainframe-to-Web migrations, business process modeling, code refactoring/recycling to new technologies, and end-user programs.
• Leadership on legacy application migrations (COBOL, CSP, 5250/3270) to Web2.0 applications, social media, & desktop apps.
• Delivery of executive-level presentations, roadmaps, and financial analysis for ROI-based decisions on technology & business solutions and services. Led global client engagements delivering executive-level strategy through solution-specific delivery.

Confidential

Sr. Product Manager

Responsibilities:

• Designed marketing program strategy, pilot programs, advertising, competitive analysis and economics. Managed program, marketing analytics and financials for strategic sales program against enterprise and corporate objectives.
• Integration with national & regional sales camp Confidential ns, sales enablement, collateral, and advertising strategy & spend.
• Managed participation process and criteria, pilot programs, cross-program financials, including P&L, program metrics, and industry trend analysis.
• Partnered with internal and key third-party asset managers for affinity marketing programs delivering sales enablement, collateral, client and investor communication(B2B, B2B2C), regulatory communication, and client/industry events.
• Developed multi-artifact print collateral suite for audience matrix of advisors, brokers, end-clients.
• Front-line marketing for advisor experience comprising marketing communications, product best practices, legal/regulatory, operations, performance reporting, online content, and end-client .
• Product management for internal financial planning web applications, portfolio management, cost-basis, and regulatory reporting
• Management oversight on high-net work portfolio management suite integrating with national advice platform. Performed business analysis and project management on portfolio monitoring, quarterly reporting, asset allocation, and rebalancing.
• Project lead and user-experience design for Confidential Private Client website pilot.

Confidential

Business Engineer

Responsibilities:

• Business engineering for online investment bank research & private equity, integrating institutional research products for retail audiences
• Online portal development and corporate marketing to institutional, RIA, and high-net worth investors, from inception through delivery, into versioning lifecycle.
• Lead project manager for research platform targeted at high net worth clients; managing third-party resources, including 50+ consultant team, vendors, external/internal resources.
• Designed content management framework for research publication and syndication.

Confidential

Sr. Product Manager

Responsibilities:

• Product marketing for investment bank online universe of institutional research, public/private equity platform
• Product management for CMS system for content distribution & syndication with financial portals .
• Project manager for development of in-house studio for network broadcast