David Moder Email & Phone Number

Burlington, Ma, Us

- Implementation Manager involved in the design and implementation of the CRIMS solution for multiple International 500B+ AUM Investment Managers. - Worked with business stakeholders and end-users in deploying solutions that touched multiple CRIMs modules including Manager Workbench, Blotter, Compliance, Collateral, IBOR, and Data Management. - Manager of the IBOR and Collateral Workstreams working independently with the business and reporting back to Program Management. - Involved in two of the initial StateStreet Alpha implementations working with Alpha architects to integrate CRIMS into the Alpha suite of solutions for both IBOR and Collateral. - Provided valuable CRIMS expertise in the Design and Assessment Phase for a 500B US based Asset Manager.- Worked collaboratively with CRD Product Management to deliver Product based solutions to clients and enhancing the Charles River Product offering.

Fairport, Ny, Us

- Worked as a Business Analyst and Project Manager for the implementation of CRD SaaS with a specific focus on Manager Workbench workflows, Data Management, and IBOR. - Helped lead the evaluation and implementation of new enterprise software solutions in the areas of Data Virtualization, Master Data Management, Data Visualization, and Document Management.- Conducted an enterprise-wide gap analysis for the implementation of a new accounting system and identified the business applications, reports, and workflows effected.- Primary contact and subject matter expert for financial market data providers including FactSet, Bloomberg, Thomson, and ICE as well as industry specific data provider’s including SNL, IHS, and Euromonitor. Worked with different members of the Research Sector Groups to design and customize FactSet Workspaces and Bloomberg Launchpads for Modeling, Portfolio Monitoring, and Idea Generation.- Collaborated with clients, IT, and Project Management to conduct requirements gathering and business use case development to help prioritize projects for different project portfolios.- Documented business processes and workflows in Visio for business units to identify areas for improvement and worked with the SharePoint Development team to design and create workflows using SharePoint.

Fairport, Ny, Us

- Developed, coordinated, and managed the Research Department's SharePoint implementation to promote collaboration and knowledge/records management.- Monitored, tracked, and reported on trends and developments in the Investment Research Industry to assist the Co-Directors of Research in Strategic Planning.- Collaborated with new and existing investment research providers to provide training and education to end-users in the Equity Research Department.- Conducted Information Literacy presentations to keep Research professionals informed of best practices related to Search, Technology Best Practices, and Information/Data Resources.- Developed deliverables including Monthly Stock Summaries and Investment Publication Reviews to keep the Marketing and Sales Departments aware of the Research department’s views and performance.

Grand Rapids, Michigan, Us

- Gathered, analyzed, and synthesized economic and financial data for clients and members of the organization for economic development projects.- Contributed to the monthly publication of the “West Michigan Economic Overview” that was distributed to over 700 members of the West Michigan business community.- Trained and advised co-workers on information related issues and use of information resources including advanced database searching.- Created web-based training materials for members of The Right Place staff to better utilize available technology.- Participated in company and industry profiling using primary and secondary sources that was distributed to CEO’s and top business leaders in West Michigan.- Developed research reports used by top-level executives to develop strategic goals of the organization that resulted in over 10 new organizations moving their operations to the West Michigan area.

Mlis, Library And Information Science

Bs, Economics/Marketing