Michael Ivers

Experience

• 

  Williamsburgh Savings Bank

  Jan 1984 - Jan 1987

  Head Teller
• 

  Morgan Stanley Smith Barney

  Jan 1987 - Jun 2015

  • Worked on the implementation of the Financial Planning suite of applications within the Common Proposal System on the SB platform• Wrote calculation module components, front-end web page design and scripting, and database component for the Education Planning and Net Worth modules of the Financial Planning suite• Rapidly able to pinpoint application issues and/or defects and implement appropriate resolution in order to minimize system downtime and/or invalid data within the suite of applications• Coordinated the efforts of the vendor that supplied the calculation modules, including defect resolution and release schedules for defect fixes• Coordinated internal project defect meetings with business group, created developer test plan template and reviewed all defect fixes and supporting test documentation prior to obtaining business team UAT signoff for deployment• Coordinated project releases with the business team, development team, and platform integration teams. Show less • Provided subject matter expertise to upwards of 12,000 Financial Advisors in the field of retirement and financial planning. • Oversaw a required update to ERISA documents for clients utilizing a Smith Barney branded prototype plan, including the set-up and management of a database for management tracking• Worked as a financial analyst for the Director of Sales, incorporating sales goals and compensation models for a group of regional sales directors.• Deployed on-site to vendor (located in Brookline MA) to coordinate the initial adoption and design of the Financial Planning software per SB requirements prior to platform integration• Provided advisor training via regional manager meetings throughout the country for the Financial Planning platform integration• Created custom software suite of applications for use by Smith Barney Financial Advisors in order to aid in IRA / ROTH IRA conversion scenarios, SEP-IRA set-up and contribution modeling, SIMPLE IRA set-up and contribution modeling, and Pension Analysis (annuitizing payments vs. IRA Rollover modeling) Show less

  • Vice President

    Jan 2007 - Jun 2015

  • Technical Specialist

    Jan 2001 - Jan 2007

  • Sr. Programmer Analyst

    Jan 1998 - Jan 2001

  • Marketing

    Jan 1991 - Jan 1998

  • Operations

    Jan 1987 - Jan 1991
• 

  Bank of America

  Feb 2016 - Nov 2016

  Project Manager, Vice President

  Global Risk Analytics - Oversee the migration of the Risk Management Critical Spreadsheet project where risk models used by LOB teams are moved from LOB ownership and usage into a technology-managed environment. - Organize and moderate meetings between LOB teams and Risk Technology to gather requirements and provide Project Documentation for Risk Technology development team. - Summarize ongoing activities and provide weekly status decks for senior management. - Analyze and document the processes embedded within Excel spreadsheet models and provide analysis summary documentation for Technology development team Show less

• 

  American Portfolios

  Sept 2018 - Dec 2019

  Data Operations Analyst

  - Manage remote team of data developers responsible for integration of 3rd party account and transactional feeds - Oversee daily reconciliation of transactional and account summary feeds into AP platform - Manage execution and reporting for monthly and quarterly SLA reporting for independent money managers - Implementation of new month-end AUM measurement guidelines for regulatory and senior management reporting

• 

  Envestnet, Inc

  Dec 2019 - now

  Product Manager - Digital Account Opening