Andrew Powers Email & Phone Number

Fort Lauderdale, Fl, Us

Cleveland, Ohio, Us

Executive Leader of the Wealth Management Technology and Data teams, enhanced Advisor and Client experience• Planned and led strategic digital transformation initiatives, led the selection and implementation of modern wealth management platform to support firm’s growth in Assets under Management (AUM) from $15B to $27B.• Built and led Project Management team to support transformation initiatives and Data team to design and build a cloud-based data fabric for business data integration and BI reporting, utilized by 450 employees firmwide.

Boca Raton, Florida, Us

Executive Leader of Technology teams, first Technology employee, built IT functional teams to drive change• Planned and led strategic technology initiatives to support all functional areas, eliminating 25 years of technology debt to support growth in Assets under Management (AUM) from $5B to $70B.• Built diverse technical teams of 19 technical professionals, scaled to support 130 employees across the firm.Built Project Management Office (PMO) and Change Management Office (CMO)• Designed and implemented transition to Scalable Agile Framework, incorporating Staff Augmentation, Managed Services, and fixed bid work. Delivered 40+ projects in 2020.• Conducted training sessions and led cross functional meetings, to proactively engage with colleagues; to provide ongoing training, increase data literacy, and surface hundreds of new initiatives for continuous improvement.

Boca Raton, Florida, Us

Built Data Analytics Team• Servant leader of Enterprise Solutions and Data Management efforts, product owner and scrum master.• Designed and built a consolidated data warehouse to centralize data required by stakeholders, which eliminated Excel silos and vastly improved data quality and reporting agility.• Built data integrations to warehouse the core business applications including Portfolio Accounting, Order Management, CRM, ERP, Client Reporting, Marketing Automation (Seismic, Marketo), and Website.• Led team as subject matter expert in building 80+ integrations to import AUM and Flow data from partners.• Led team in building 140+ Business Intelligence Workbooks and Dashboards (Tableau, Excel) to automate reporting to fulfill business, client and regulatory requirements and ad hoc requests.• Built 100s of automated data solutions using Python, Alteryx, Snowflake, Azure Data Factory, and SQL Server.Built Investment Analytics Team• Provided quantitative support for investment research process and research whitepaper production.• Automated and standardized Portfolio Characteristics data production to the specifications of 3 investment teams and 7 strategies, which improved consistency, accuracy, and increased report frequency from monthly to daily.• Automated and standardized Portfolio Risk Reporting, which added depth with factor attribution, improved accuracy, and increased report frequency from quarterly to daily.• Automated and standardized investment performance calculation and validation business logic in data warehouse, to deliver GIPS compliant reporting for products and composites.Built Client Performance Reporting Team• Centralized and standardized client portfolio performance calculation, validation, and customized reporting.• Consolidated and automated reporting, improved data accuracy and reduced production from 1 month to 5 days.

Boca Raton, Florida, Us

Provided oversight for Investment Operations and Trading teamsImplemented risk mitigation controls for Technology, Data and Cybersecurity, Risk Committee member• Created Business Continuity Management (BCM) Policy and enterprise Business Continuity Plan (BCP), maintained business as usual during multiple tropical cyclone incidents and the COVID pandemic.• Led annual Business Impact and Availability Risk Assessments and collaborated on creating and enhancing business unit continuity plans, achieved highest ratings from consultants and auditors for availability controls.• Created Information Security Policy and Incident Response Plans, continuously improved cybersecurity controls, and led Incident Response team, never breached, earned maturity ratings above peers from third-party auditors.• Created cross-functional 3rd party risk management team, created Vendor Management policy, centralized, and automated contract tracking and the vendor due diligence process, which led to significant ongoing cost savings.• Created Data Governance Committee which significantly improved data quality and data literacy at the firm.• Represented the firm on Due Diligence Visits and Questionnaire responses, achieved highest operational risk maturity ratings from investment consultants, driving growth in institutional assets from 20% to 40% of AUM.Built Technology Infrastructure• Cloud-sourced all infrastructure and business applications, facilitating expansion to offices in Boston and London.• Enabled work from anywhere to support Results Only Work Environment in 2015, delivered productivity increases for all business units during the COVID pandemic, onboarded 40+ new employees in 2020.• Led selection and transition to Managed Security Service Provider (MSSP) for Help Desk and Cybersecurity Operations, delivering 24/7 monitoring and on-site support across all geographic locations.• Built and supported 100+ workflow automations using Power Platform, Smartsheet and ServiceNow.

Executive Leader of Investment Management Technology efforts to support growth from startup to $13B AUM• Fifth employee of an institutional investment management firm launched by Templeton founder, Tom Hansberger.• Built a diverse technical team based in Fort Lauderdale, Hong Kong, Moscow, Toronto, and Mumbai. Built enterprise data warehouse to support the firm and a Research database to support 2 investment teams and 3 strategies.

Coral Gables, Fl, Us

Supervise PC training program and PC help desk. Adjunct Business School faculty teaching Intro to Computers. Certified Sybase instructor for Information Systems Institute, teaching database administration, performance and tuning in addition to database design.

Master Of Science (Ms), Computer Information Systems

Master Of Business Administration (Mba)

Bachelor Of Business Administration (Bba), Finance