Burnham Lincoln

Burnham Lincoln Email and Phone Number

Product Owner | Senior Business Analyst | Financial Operations Principal | Wealth Management | Retirement Services Compliance @
Burnham Lincoln's Location
Blackstone, Massachusetts, United States, United States
About Burnham Lincoln

Seeking to provide your organization with product owner, senior business analysis, FINOP and full SDLC services on a contract basis in Boston MA; Providence, RI; Hartford, CT and the immediate surrounding areas. I have over 30 years plus business analysis experience, with extensive skills in business, functional, and technical business analysis, full SDLC, QA, and UAT. Over 3 years Agile, using JIRA, Version One and Team.My domain experience covers software product design and development, insurance, broker/dealer functions to include stock trading, custody and compliance, 401k recordkeeping and 403b retirement plans and consulting. Specialties: formerly held NASD (FINRA): - License 6: U.S. license required to be qualified to sell mutual funds and/or variable annuities for an insurance or mutual funds company.- License 63: State license required to be qualified to sell mutual funds and/or variable annuities for an insurance or mutual funds company.- License 27: Financial Operations Principal - FINOP: prepare FOCUS report for Broker Dealer, responsible for net capital computation at Broker Dealer. Each Broker Dealer is required to have a FINOP in house or on contract. Certifications:- SAFe4 Agilist- SAFe Product Owner/Product ManagerVolunteering Bike Rider and Fundraiser: committed to raising $2000 for Jimmy FundPan Mass Challenge 2024 : 50 mile bike raceThe Pan Mass Challenge is an annual bike-a-thon that raises money for the Dana Farber Cancer Institute in Boston. 100% of very dollar raised goes to the Dana Farber http:profile.pmc.org/BL0284Look forward to our meeting, and learning about your specific needs and goals. Thank you,Burnham LincolnšŸ“§ Email me, burnham.lincoln@gmail.com with your organization's specific requirements. ā˜Ž Mobile: 508-446-7627

Burnham Lincoln's Current Company Details
Lincoln Financial & Technical Services, LLC

Lincoln Financial & Technical Services, Llc

Product Owner | Senior Business Analyst | Financial Operations Principal | Wealth Management | Retirement Services Compliance
Burnham Lincoln Work Experience Details
  • Lincoln Financial & Technical Services, Llc
    Principal
    Lincoln Financial & Technical Services, Llc Jan 2018 - Present
    Blackstone, Massachusetts, United States
    Consulting Services specializing in Financial Services: mergers and acquisitions, system development, retirement services ( 401k, 403b), virtual computing systems, data migration, mutual fund operations, data analysis, financial reporting and accounting, internal accounting controls for broker dealers ( FINOP) and securities operations.Special Project: Date - May 2024 to August 2024Special projects: Fund RaisingDates : May 2024 to August 2024Objective: Raise funds for the Jimmy Fund Classic at the Dana Farber Cancer Institute and also cycle 50 miles on August 4 as a rider in the PMC ( Pan Mass Challenge), as part of the fundraising effort. Challenges: put together a list of potential donors and draft letter based on templates provided by PMC stating the goal of raising $ 2000 and provide sufficient detail regarding why a donor should contribute to the effort. Also, note in the letter that I would be riding 50 miles as part of the PAN Mass Challenge. Result: Exceeded my fundraising goal, stipulated by the PMC of $2000 and raised $4080 ( more than double) for the Jimmy Fund Classic at the Dana Farber Cancer Institute. Completed the 50 miles on August 4 in 7 hours ( was lost twice) riding from Babson College to Patriot Place and back in the PMC.
  • Lti - Larsen & Toubro Infotech
    Consultant At Citibank - Global Functions Technology
    Lti - Larsen & Toubro Infotech Oct 2020 - May 2021
    Blackstone, Massachusetts, United States
    BA - write requirements for process to automatically post required fields for regulatory reporting for hedge funds including: Inactive Fair Value Hedge OCI, Con OCI, BMA OCI, Prepaid Insurance Premium and Active OCI. Data Migration- UAT to include generating FX warrant trades to downstream systems , testing to include data validation. Scope 10,000 FX warrant positions.
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  • Transamerica Retirement Services - Defined Benefits Unit
    Senior Business Analyst
    Transamerica Retirement Services - Defined Benefits Unit Mar 2020 - May 2020
    New York, United States
    Conversion and Data Process team- enhance structured online user interfaces to amend functional and data gaps. Wrote requirements for Audit Setup Tool. Worked with Indian off shore team.
  • Suntrust Bank ( Now Truist)
    Product Owner
    Suntrust Bank ( Now Truist) Jul 2019 - Jan 2020
    Richmond, Virginia, United States
    SunTrust merged with BB&T to become the sixth largest commercial bank in the US - Truist. Largest financial services merger since 2008. Wrote user stories and worked with offshore team in India for development, testing and implementation. Manage Backlog and wrote features . Used Version One to document process to implementation.
  • Fidelity Investments
    Principal Systems Analyst, Ctg Trading And Surveilance
    Fidelity Investments Dec 2018 - Feb 2019
    Smithfield, Rhode Island, United States
    Projects: enhance compensation alerts on Actimize not closed properly, FIMS Archival lookup - improve ability to search and retrieve work item types on Actimize. Update reports on option delinquency and restricted accounts on Actimize. Post story on JIRA for each effort and report to offshore team ( India ) on updates.
  • Citizens Bank Capital Markets
    Senior Consultant
    Citizens Bank Capital Markets Jul 2018 - Sep 2018
    Johnston, Rhode Island, United States
    Set up High Yield Bond Trading Desk establishing underwriting , syndicate, including originations, sales and trading of fixed income including municipal bonds. The objective was to provide a broader array of capabilities and deepen client relationships.
  • Ma Mutual Life Insurance
    Senior Ba
    Ma Mutual Life Insurance Dec 2017 - Mar 2018
    Springfield, Massachusetts Area
    1- install of aladdin (Wealth Mgt Software) 4000 advisors 2- Business requirements for Onboarding project 3- Business requirements for SIE (Securities Industry Exam) new FINRA rule must be in place by 10/1/2018
  • Voya Financial
    Business Analyst
    Voya Financial Apr 2014 - Nov 2014
    Braintree, Ma
    ā€¢ Projects included the migration of 700 retirement plans from a legacy system to the OMNI-EASE platform, this project was split up into separate work streams which included adding a new fee to OMNI-EASE at the participant level.
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  • Volt
    Business Analyst
    Volt Dec 2012 - Sep 2013
    East Providence Ri
    BA on data migration to the cloud at Citizens Bank in Providence RI. Total number of users to be migrated 10,000; 5000 have been completed. Project just extended to October 2013. Role includes obtaining applications for each user, uploading APPS to MS Access DB, pilot/QA for each BU and virtualization. Just extended for the third time.
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  • Veritude
    Business Analyst
    Veritude Oct 2010 - Feb 2011
    United States
    Fidelity Investments NFSWrote project charter and business requirements to e_Deliver interim documents such as proxies, annual prospectuses and reports for the Personal Investments business unit. Led and set the agenda for QA and Project Management meetings. Interacted with outside vendor ( Broadridge ) to enable e_Delivery through the 320 file feed. Prepared test cases and took part in SIT and UAT.
  • Lincoln Financial And Technical Services
    Independent Consultant
    Lincoln Financial And Technical Services Jan 2010 - Sep 2010
  • Dextrys
    Business Analyst - Fidelity Investments
    Dextrys 2007 - Dec 2009
    As part of product management team for the Institutional Wealth Advisors business unit supported regulatory output documents such as statements, confirms, proxies, prospectuses and reports. Project lead to enhance e_Delivery of documents and improve client experience.
  • Massmutual Financial Group
    Business Analyst- Igate/Mastech
    Massmutual Financial Group Dec 2006 - Jul 2007
    Springfield, Massachusetts Metropolitan Area
    Brokerage Conversion Project: developed and wrote test plan specifications to incorporate all design features for new products. Wrote SQL queries as part pf data analysis process, logged defects using Mercury Quality Center.
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  • Massmutual Financial Group
    Ba
    Massmutual Financial Group 2006 - 2007
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  • Mastech
    Consultant
    Mastech Dec 2006 - Jun 2007
    BA on a project to install brokerage commission system at Mass Mutual
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  • Axis Technology
    Senior Ba
    Axis Technology 2005 - 2006
    Worked as a Senior BA on projects at Bank of America and Fidelity
  • Goldk.Com
    Compliance Analyst
    Goldk.Com 2003 - 2005
    Testing (401k) and reporting (5500) for TPA
  • John Hancock Financial Services
    Technical Consultant
    John Hancock Financial Services 1996 - 1999
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Burnham Lincoln Education Details

Frequently Asked Questions about Burnham Lincoln

What company does Burnham Lincoln work for?

Burnham Lincoln works for Lincoln Financial & Technical Services, Llc

What is Burnham Lincoln's role at the current company?

Burnham Lincoln's current role is Product Owner | Senior Business Analyst | Financial Operations Principal | Wealth Management | Retirement Services Compliance.

What schools did Burnham Lincoln attend?

Burnham Lincoln attended Northeastern University, Stonehill College.

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