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Highly versatile Business Owner/Software Development Director with the ability to manage various functions including requirements gathering, project planning, application build outs, performance reporting, data analysis and information consolidation activities across a multitude of business lines. Strong ability to drive process improvement initiatives, including automating inefficient manual processes and overseeing system integration activities to streamline and provide better access to client investment data. Adept at aiding in the development of technical functions for various stakeholders by leading cross functional teams of Application Developers and Technology Consultants. Skilled at implementing programs that provide actionable information used to influence high impact business decisions. Strategic minded professional who utilizes forward thinking and creativity to affect business outcomes. Apply a variety of interpersonal and professional skills that have allowed me to build relationships with high level clients as well as successfully develop and grow a small business.
Kass Enterprises, Llc
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CeoKass Enterprises, Llc Dec 1999 - Present● Currently in the twenty second year of operating a small business with a mission of building scalable software products for the wealth management industry ● Created an Internet-facing advisor reporting tool for viewing wealth management accounts directly from a portfolio accounting system, complete with standard & customized implementations● Constructed the Internet-facing tool to support over 70 firms with over 150,000 end users, including some of the largest broker dealers nationwide● Designed the first SOAP message library that uses XML payloads to allow users to read or write any data element from a third-party portfolio accounting system ● Supervise and mentor Application Developers/Technology Consultants in creating platforms tailored to overlay managers, external money managers and financial advisors selling SMA, UMA, and Mutual Fund Advisory products● Consult frequently with clients to help launch new UMA products, reduce wealth management operational costs, and improve trading procedures to minimize risk and errors● Designed and rebuilt a performance calculation engine that calculates daily performance returns 65% faster than existing engines
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PartnerOsprey Partners 1998 - 1999Greater New York City Area● Constructed and supported over six systems that allowed Osprey’s sole turnkey asset management client to dramatically grow its AUM
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PartnerSecurity Apl/Checkfree 1992 - 1998Greater New York City Area● Led a team of six Application Developers in supporting all aspects of the wealth management platform, subsequently increasing business and sales growth by 50% in a three-year periodApplication Developer : 1992 – 1995● Created and implemented all automated trading utilities, support tools and system solutions to facilitate large-scale SMA trading -
Actuarial AssociateNew York Life Insurance Company 1990 - 1992Greater New York City Area● Completed migration of in-house modeling software to third-party system to administer Asset Liability Matching for an $800M structured settlement line of business
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Frequently Asked Questions about David Kass
What company does David Kass work for?
David Kass works for Kass Enterprises, Llc
What is David Kass's role at the current company?
David Kass's current role is CEO, Kass Enterprises, LLC.
What is David Kass's email address?
David Kass's email address is sa****@****tor.com
What is David Kass's direct phone number?
David Kass's direct phone number is +191494*****
What schools did David Kass attend?
David Kass attended The Johns Hopkins University.
What skills is David Kass known for?
David Kass has skills like Portfolio Management, Financial Services, Business Analysis, Equities, Investments, Risk Management, Asset Management, Wealth Management, Business Strategy, Sdlc, Vendor Management, Asset Managment.
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