Clifford Harris

Clifford Harris Email and Phone Number

Project Manager at SunGard Wall Street Concepts @
Clifford Harris's Location
Westfield, New Jersey, United States, United States
Clifford Harris's Contact Details

Clifford Harris work email

Clifford Harris personal email

n/a
About Clifford Harris

Financial services professional with extensive experience in project and client implementation management with a concentration in tax and cost basis reporting.

Clifford Harris's Current Company Details
SunGard Wall Street Concepts

Sungard Wall Street Concepts

Project Manager at SunGard Wall Street Concepts
Clifford Harris Work Experience Details
  • Sungard Wall Street Concepts
    Project Manager
    Sungard Wall Street Concepts 2014 - Present
    Greater New York City Area
    Manage project implementations to effectively and efficiently onboard major brokerage clients onto the Fixed Income Cost Basis service. Facilitate issue management, risk management, change management, task prioritization and provide senior management with weekly status updates on all projects.Create and manage integrated project plans and schedule periodic project meeting with stakeholders.Provide customer support and perform problem solving. Respond to client inquiries and perform occasional client visits. Participate in requirements gathering and documentation. Provide recommendations for improving services based on regulatory requirements and customer needs.
  • Apc Workforce Solutions Ii Llc
    Senior Consultant
    Apc Workforce Solutions Ii Llc 2013 - 2014
    Consulted for Wolters Kluwer Finance, Risk and Compliance unit providing business and consulting services in all areas of back office operations including client reporting, corporate action/reorganization and tax reporting.Intergrated GainsKeeper Brokerage tax lot accounting and cost basis reporting software for two large brokerage industry leaders for Phase III of the cost basis legislation.Interfaced with internal and external project stakeholders, mitigated project risks, resolved project issues and report projects status to client's senior management
  • Fiserv
    Senior Product Manager
    Fiserv 2010 - 2013
    Owned a series of reporting capabilities and services, end to end from a client view. Capabilities included reporting services such as client ad hoc reporting tools, investor statement reporting, extracts, and performance. Drove performance measurement capabilities from a GIPS compliance and market trend perspective. Worked closely with partners across the business including business analysts, client service, technology, customer operations and training while building business requirements to define and create an optimal user experience.
  • Fidelity Investments
    Project Director
    Fidelity Investments 1997 - 2010
    Managed development of Tax Lot Accounting (TLA) application with systems professionals to enhance and maintain business related functions. Responsible for the proper reclassification of dividend distributions made by Fidelity funds, outside funds, Unit Investment Trusts and other securities for proper 1099 reporting. Supported performance application that calculated monthly portfolio returns for Fidelity’s high net worth and Portfolio Advisory clients.

Clifford Harris Skills

Portfolio Management Separately Managed Accounts Business Analysis Financial Services Fixed Income Software Project Management Agile Methodologies Leadership Securities Project Management Security Apl Unified Managed Accounts Product Management Requirements Gathering

Clifford Harris Education Details

Frequently Asked Questions about Clifford Harris

What company does Clifford Harris work for?

Clifford Harris works for Sungard Wall Street Concepts

What is Clifford Harris's role at the current company?

Clifford Harris's current role is Project Manager at SunGard Wall Street Concepts.

What is Clifford Harris's email address?

Clifford Harris's email address is cl****@****zon.net

What schools did Clifford Harris attend?

Clifford Harris attended Fordham Gabelli School Of Business, Rutgers University.

What skills is Clifford Harris known for?

Clifford Harris has skills like Portfolio Management, Separately Managed Accounts, Business Analysis, Financial Services, Fixed Income, Software Project Management, Agile Methodologies, Leadership, Securities, Project Management, Security Apl, Unified Managed Accounts.

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