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
Strong Client Interaction
Complex Problem Solving
Business Process Improvement
Client Needs Assessment
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
Echlin Manufacturing - Hamden, CT
Programmed a new order entry system for an automotive parts company
6/1977 to 7/1978
Yale University - New Haven, CT
Programmed psychology experiments for a Psychology Professor at Yale
MBA - Business
Simmons College - Boston, MA
Bachelor of Arts
Vassar College - Poughkeepsie, NY
Phi Beta Kappa
Summa Cum Laude
Junior year studied a the University of Durham, England
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.
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
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
Columbia University - New York, NY
Empahsis in Software Development