Vice President, Head of Investment Operations Resume Example
Visionary Operations Executive with solid experience managing all levels of multiple projects including budgeting and administration. Results oriented leader with experience working and leading in large and small teams. Ability to adapt to and foresee opportunities in the rapidly changing financial services landscape.
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- Oversaw successful implementation of SimCorp Dimension portfolio accounting across locations in Milwaukee, Toronto and Chicago. Multi-million dollar project completed on time and under business budget. Achieved straight through processing by integrating with down-stream systems and adding appropriate levels of automation.
- Reorganized operations staff from two merged companies to create centers of excellence, reduce cost and improve efficiency. Developed a multi-year plan to increase capacity by 400% while reducing staff cost 20%.
- Led the selection process of a new investment accounting system, Thomson's Portia, including requirements gather, rfp creation, vendor demonstration and proof of concept. Delivered the success full implementation of Portia in 6 months which was under budget. This system allowed M & I Investment Management to pursue new business with outside custody.
- Due diligence team member in two successful Registered Investment Advisor acquisitions. A Fixed Income investment manager in Florida and a Equity manager in California.
- Wrote the business case, presented to the Board and successfully managed a department relocation from Nevada to the Midwest. Project completed in 8 months and on budget with no disruption to clients.
- Manage team of thirty one full time professionals and six project temporary resources in three cities. Teams are responsible for portfolio accounting, performance measurement, trade settlement, alternative investments and technology support.
- Spearheaded initial GIPS verification, subsequent verifications and acquired firms.
- Created new revenue streams through partnership with Trust Outsourcing offering performance measurement monitoring.
- Strengthened company's business by leading implementation of portfolio accounting, performance measurement, composite management, client reporting, trade order management and compliance systems.
- Completed initial AIMR-PPS verification project which included portability experience with Van Kampen separate account product.
- Worked with third party on historical records verification, review and clean up.
- Participated in the successful accounting system conversion from SS&C Camra to Eagle PACE.
- Completed initial AIMR-PPS verification.
- Oversee staff of four full time professionals.
- System Conversion experience.
- Multiple acquisition and integration projects.
Member of the Risk Committee
Member of the Trust Operations Committee
Chairman of the New Business Committee
Chairman of the Portfolio Valuations Committee
Washington County WI Board of Supervisors January 2009 through April 2012
Washington County Finance Committee
CFA's US Investment Performance Committee
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Resume Overview
School Attended
- Marquette University
- Concordia University
- North Hennepin College
Job Titles Held:
- Vice President, Head of Investment Operations
- Performance Measurement Manager
- Assistant Vice President
Degrees
- MBA : International Business
BA Degree : Organizational Management and Communication
AAS Degree : Finance
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