Barbara Simon Email and Phone Number

Own the product strategy, roadmap/release plan and commercial success of the company's internal tools and data factory processes.

Promoted the strategic development of the cash management/money movement product portfolio including online bill pay, ACH, wires and debit card processing and partnered with cross-functional teams to drive the delivery of product enhancements.

Provided leadership and direction to cross functional teams in the design, build, launch and on-going support of a leading brokerage and wealth management industry data aggregation product.Spearheaded product roadmap framework for the brokerage platform, which facilitated the product definition and development for all future products and enhancements including 401(k), employee stock option and insurance data.

Provided leadership and direction to a team of project managers and business analysts in the development, implementation and on-going customer support of mutual fund products and systems.Partnered with mutual funds, firms and industry associations to analyze needs, establish priorities and implement optimal business solutions.Coordinated the marketing of product lines, including roll-out, promotion, pricing, documentation, communication, training and support.Performed vendor due diligence reviews and negotiated contracts for vendor solutions.

Managed full project life cycle of new mutual fund IT products and services while enhancing existing products and services offered to the industry. Created a web-based, real-time inquiry platform allowing immediate access to account information by fund distributors, establishing a mutual fund XML standard for the industry.Led several enhancement initiatives in response to SEC regulations.

Directed a team of programmers and project leaders to support mutual funds, ACATS, client account and householding marketing systems.Managed full project life cycle including budgeting, resource allocation, prioritization and data conversion. Performed comprehensive project design and analysis, user interface, specification development, system testing and project scheduling.