Experience

Symitar

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Technical Product Line Manager

  • Jan 2009 - Present

  • Design, modify and manage activities for Episys, Symitar's core processing system, from product definition and planning through production and release. • Serve as the central resource with design, development, validation testing, quality assurance and marketing as the product(s) move to completion and release. • Establish and interact with user community (e.g., focus groups, ESP, client fact finding, etc.)• Create the product vision/roadmap.• Participate in the rollout of marketing plans/campaigns.• Create and provide demonstration training to Sales.• Investigate new technologies, industry trends, and competitive data. Show less

• Business Analyst/Product Design Analyst

  • Aug 2004 - Jan 2009

  • Chosen to participate in team to create a new user interface for Episys, Symitar's core processing sytem for mid to large sized credit unions.• Responsible for requirements gathering, project scoping, and translation of client business needs into comprehensive software development life cycle design documents.• Presented projects logically and persuasively to a variety of audiences, ensuring participation from essential business-related subject matter experts, effectively communicating the project approach, while being receptive to conflicting opinions and potential impacts on the system. • Interacted with client base, third party vendors, corporate partners and developers. Show less



LPL Financial

• United States
• Financial Services
• 700 & Above Employee

• Director, Strategic Planning

  • Sep 2001 - May 2004

  • Hired by Senior Vice President to manage internal software product development process. • Key member of Technology Strategy team responsible for formulating strategy for current and future generations of LPL information systems. • Developed business and product plans, business requirement and functional specification documents, and white papers. • Managed over 7,000 hours of user acceptance testing by 34 different business units. • Developed strategic relationships with key vendors leveraging company’s ability to deliver superior products. • Part of implementation team for Technology Expo at National Sales Conferences. • Collaborated in creating Release Notes, User Guides, Web-Based Training for new software releases. Show less



Halstead Manhattan/Harkov Lewis Team

• Real Estate
• 1 - 100 Employee

• Product Manager

  • Jun 2000 - Jul 2001

  • Hired by Senior VP to launch & manage a new jukebox software program for the Macintosh. • Managed on-line product launch of company’s first product for Macintosh users. • Managed retail release of the product including coordinating efforts with a localization company in Japan. • Tracked internal product metrics and analyzed competitive information. • Developed marketing plan, product road map, schedule and product line ROI. • Hired by Senior VP to launch & manage a new jukebox software program for the Macintosh. • Managed on-line product launch of company’s first product for Macintosh users. • Managed retail release of the product including coordinating efforts with a localization company in Japan. • Tracked internal product metrics and analyzed competitive information. • Developed marketing plan, product road map, schedule and product line ROI.



Comdial

• Telecommunications
• 1 - 100 Employee

• Product Manager/Project Manager

  • Sep 1997 - Jan 2000

  Product Manager 1998-2000 • Promoted by Senior VP to develop and implement marketing plan for new vertical market product designed to address unique telecommunications needs of small to medium sized hotels. • Collaborated with ad agency to develop collateral, advertising, customer testimonials, sales training guides, and customer product information. • Established and managed project budgets up to $250 K. • Planned all aspects of major trade shows from theme to logistics. • Developed competitive intelligence, industry forecasts and projections on emerging technologies, vertical market opportunities, and demographics. Project Manager 1997-1998 • Hired by CEO to manage company product development process. • Served as liaison with engineering, operations, manufacturing, technical publications and finance in negotiating and tracking Master Schedule of new product development. • Reviewed product launches ensuring ISO 9000 Quality Control. • Facilitated weekly interdepartmental Company Directors Meetings. Show less



T. Rowe Price

• United States
• Financial Services
• 700 & Above Employee

• Marketing Intern

  • Jun 1996 - Aug 1996

  • Hired to assist in the development of an Annual Strategic Marketing Plan for presentation to Senior Management. • Analyzed extensive consumer database resulting in the redirection of advertising placement. • Researched and analyzed direct mail costs to determine advertising ROI. • Hired to assist in the development of an Annual Strategic Marketing Plan for presentation to Senior Management. • Analyzed extensive consumer database resulting in the redirection of advertising placement. • Researched and analyzed direct mail costs to determine advertising ROI.



San Diego Trust and Savings Bank

• Auditor/Investment Product Specialist

  • Jul 1993 - Jun 1995

  • Hired to develop bank audit program for newly acquired broker / dealer and proprietary mutual funds. • Developed policies, procedures, and system of internal controls for advertising, marketing, and sales of securities. • Chosen to design, introduce, and manage new Securities Sales/Compliance Training Program to over 70 bank branch offices/managers and staff. • Provided strategic information to corporate management, which resulted in the decision to retain recently acquired broker-dealer and mutual fund companies. Show less



LPL Financial Services

• Senior Compliance Analyst

  • 1987 - 1993

  • Hired as the National Auditor of Registered Representatives to ensure NASD and SEC compliance. • Authorized all corporate advertising for 1,100 brokers. • Created Advertising Manual including ad prototypes and development guidelines. • Completed Series 7, Registered Representative, and Series 24, Registered Principal, licensing in two months. • Traveled nationwide to audit registered representatives. • Hired as the National Auditor of Registered Representatives to ensure NASD and SEC compliance. • Authorized all corporate advertising for 1,100 brokers. • Created Advertising Manual including ad prototypes and development guidelines. • Completed Series 7, Registered Representative, and Series 24, Registered Principal, licensing in two months. • Traveled nationwide to audit registered representatives.