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Skills

Professional Summary

Work History

  • Business owner with more than 30 years of experience in the investment industry.

  • Combines a technical software background with industry knowledge and real world experience.

  • Expert on systems requirements and process improvement.

  • Able to build scalable, successful system solutions.

  • Excellent interpersonal skills and builds strong client relationships

Strategic Planning

Strong Client Interaction

Workflow Analysis

Complex Problem Solving

Business Process Improvement

Product Development

Client Needs Assessment

Implementation Experience

5/1984 to 3/2015

Founder and Principal

Investment Systems Company, Inc - Moreland Hills, OH

Designed, developed and maintained 3 software systems for mutual funds and wealth management firms. Negotiated and approved contracts with clients and contractors. Directed activities of the business concerned with production, pricing, sales and distributions of the software systems.

  • Portfolio Accounting System - used by Family Offices, Mutual Funds, Investment Advisors and Housing Authorities to do backoffice accounting for investment portfolios. Features included Client Reporting, Performance Measurement, Client Billing, Bond Amortization and Accruals, Reconciliaton, Corporate Actions, Custodial Integration, Tax Reporting, Payments and Check Writing, General Ledger Interface, and Time Tracking.

  • Shareholder Accounting System - Used by No Load Mutual Funds as a transfer agent system. Features included Shareholder Inquiry, Confirm and Check Printing, Market Timing Reporting, FundServ Interface, RMD Processing, Dividends and Capital Gains, Correspondence Tracking and Fee Processing.

  • Bonds Payable System - used by State Housing Authorities to track bonds issued. Features included Tracking Bonds from Issuance to Maturity, Processing Calls and Redemptions, Reporting for Debt Service, Disclosure, Call History and Valuations, and General Ledger Interface.

1/1980 to 5/1984

Manager of Master Trust Accounting

Boston Safe Deposit and Trust - Boston, MA

Started as a programmer in the Master Trust department and was promoted to manager of the other programmers in the department. 

8/1977 to 8/1979

Programmer

Echlin Manufacturing - Hamden, CT

Programmed a new order entry system for an automotive parts company

6/1977 to 7/1978

Programmer

Yale University - New Haven, CT

Programmed psychology experiments for a Psychology Professor at Yale

Education

MBA - Business

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Simmons College - Boston, MA

Bachelor of Arts

Psychology

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Vassar College - Poughkeepsie, NY

  • Phi Beta Kappa

  • Summa Cum Laude

  • Junior year studied a the University of Durham, England

Additional Interests

  • Vice President of Suburban Temple Kol-Ami

  • Volunteer at The Gathering Place, a cancer support community

  • Class Representative, Concord Academy

10/2014 to Present   

Founder and Principal

System Synergy Consulting, LLC - Moreland Hills, OH

Specialize in analyzing information technology systems with the promise of optimizing company’s processes. Over time, many firms acquire multiple software packages that have not been integrated, or discover that their software no longer keeps pace with the needs of the organization. Decades of diverse experience allows System Synergy to strategize, design, integrate and help to implement the optimal system to provide customized and streamlined solutions.

Sample Clients/Projects

  • 2018 Playhouse Square: Consulting on a ticketing conversion project

  • 2017 First Rate: Worked with First Rate on a data conversion project

  • 2017 The Gathering Place: Helped this non profit develop metrics to determine outcomes and automate the registration process

  • 2016 - Fiduciary Counselling, Inc: Worked with FCI to reprocess 10 years of performance measurement reports and reconcile the returns with their current vendor

  • 2015-2016 American Portfolios: Consulted with AP to improve use of technology in their firm

8/2011 to 7/2014

Consultant

Envision Financial Systems - Irvine, CA

Product Manager for a Portfolio Management and Accounting System used by an RIA firm with $8 billion in AUM. This included:

  • Integrating the existing system with a third party Performance Measurement and Reporting System

  • Managing the development and support teams

  • Supervising the design and implementation of a configurable Wealth Management Review reporting system that saved hours of advisor time prior to client meetings

Master of Science

Electrical Engineering

Columbia University - New York, NY

  • Empahsis in Software Development

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