Experience

MyVest

• United States
• Software Development
• 1 - 100 Employee

• Vice President, Customer Success

  • Sep 2020 - Present

• Senior Director, Client Solutions

  • Jan 2020 - Sep 2020

• Director, Client Integrations

  • Jan 2016 - Jan 2020



Groundwork Solutions, LLC

• Wealth Management Systems Consultant

  • Jan 2001 - Dec 2015

  I founded Groundwork Solutions with the goal of helping firms design, develop, and implement exceptional and supportable wealth management systems, applications, processes and tools. A constant focus on identifying and bringing together objectives from product and technology teams, as well as operations and client stakeholders, enabled us to consistently deliver successful, scalable, and supportable solutions. Key design, programming and leadership efforts included: - Custodian and wealth management platform conversions - Creation of portfolio rebalancers, optimizers and various trading tools - Development of custom, dynamic QPRs (scaling to 100,000+ accounts per report cycle) - Implementation of custodian interfaces with portfolio accounting-based transaction processing - Tax lot processing and reconciliation - GIPS standard performance measurement and analytics - Security Master and Corporate Action Processing



Fiserv Investment Services (formerly CheckFree/Security APL)

• Application Development

  • Jun 1995 - Jan 2001

  Director, Application Development (1999 – 2001) ------------------------------------------------- Guided activities of Application Development Managers implementing division-wide standards and goals across a development staff of 30. Created and led weekly educational sessions on a variety of industry and technical topics pertinent to CIS systems, developers and analysts Respected mediator between business, sales and technical staff. Manager, Application Development (1997 – 1999) -------------------------------------------------- Managed teams of five to nine developers for various business units while playing a continued role as a senior application developer. Named “Associate of the Year”. Commended for “technical skills, work ethic, business focus, idea-generating capability, leadership and mentoring capabilities” with results observed as “increased quality, knowledge and productivity within the programming group and improved team mentality among Investment Services managers within various functional areas”. Application Developer/Programmer/Analyst (1995 – 1997) --------------------------------------------------------- Developed core portfolio management and accounting features for the APL platform, including trade modeling, order management, accounting, reporting, performance measurement, custodian & security master interfaces, and data conversion applications. Involved in all phases of feature and client custom development, including gathering and analyzing requirements, preparing time/cost estimates, designing, implementing, testing, documenting, and supporting functionality (including on-call support of the 24 hour, 7 day processing cycles). Designed and built several APL-PostScript charting drivers to facilitate programmer development of complex graphical reporting requirements.