Experience

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  Sei investments

  Oct 1983 - Sept 2003

  Managed software product development, implementation, and vendor relationships for SEI’s mutual fund processing solution. Worked with internal and external stakeholders and Product Management to drive strategic direction for the product while finding creative solutions to increase product usage and revenue.Additional activities included:• Member of the ICI Bank, Trust and Recordkeeping Advisory Committee• Assisted creation of SEI’s mutual fund marketplace• Analyzed third party vendor solutions for creating SEI Trust Company’s mutualfund processing outsourcing solution• Managed integration project of VMS’ Mutual Fund Desk software suite intoTRUST 3000• Obtained FINRA Series 7 & 63 licenses (since lapsed) Show less

  • Program Manager

    Jan 1997 - Sept 2003

  • Software Development Manager

    Jan 1990 - Jan 1997

  • Software Engineer

    Oct 1983 - Jan 1990
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  Vertical management systems

  Sept 2003 - Jun 2015

  Director

  Managed the East Coast (West Chester, PA) office consisting of four business analyst / clientsupport managers providing implementation and post-implementation support to back-officeoperations clients helping them achieve greater efficiency and staff productivitythrough process improvements and software enhancements. Subject matter expert in theareas of mutual fund trading, position reconciliation, income calculation, Net Asset Valuecalculation and fee revenue collection in the trust accounting and retirement processingspace.Additional activities included:• Sales support• Implementation planning• Business process review, analysis and design (functional and technical)• Product management• Project management• Customer training• Ongoing strategic product roadmap planning Show less

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  Kwm consulting group

  Aug 2015 - now

  Owner, business consultant

  Operations consulting, project management services and DBMS product developmentusing custom Filemaker applications.

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  John hancock retirement plan services

  Dec 2015 - Sept 2016

  Business consultant

  Assisted with the equity conversion integration project and specifically tasked withoverseeing the fund account registration, tax ID, and broker dealer updates across all fundcompany partners resulting from a new business acquisition. Leveraged mutual fund backoffice operations expertise to analyze and recommend process improvements and systemenhancements in order to increase operational efficiencies in the Trust Company back officeoperations group.

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  Real family wealth

  Mar 2017 - now

  Owner, advisor

  Created an online and relational business focused on educating young and old on financialmatters by challenging the status quo and “out of the box” thinking with respect to personalfinance and retirement planning.