Edward Goldthwait Email & Phone Number

Seattle, Washington, United States

Seattle Metropolitan Area, Washington, United States

Leading the implementation of FlexTrade, a trade order management system, improving trading execution flows and optimizing markets, resulting in increased efficiency and productivity.Collaborated with cross-functional teams to define objectives and implement compliance rules, leading to improved trading execution flows and a reduction in regulatory risks.

Los Angeles Metropolitan Area

Providing consulting services to a start-up in the LosAngeles area. Reviewing and upgrading their financial situation so that they can grow and expand their business. Writing bsuiness plan and assisting with finding new investors.

Greater Seattle Area

• Led and supported multiple Software Development Life Cycle stages at a global insurance company, ensuring the successful implementation of BlackRock Aladdin Order Management System, resulting in a ~$200Bn AUM conversion.
• Led cross-functional teams in daily sessions addressing Middle Office issues, involving troubleshooting, reconciliation, and repair of a large securities database. Successfully achieved platform go-live, empowering.
• Managed the testing team for a State Street Alpha project, which required developing a consistent and replicable process used across multiple clients and initiatives.

• Drafted and managed RFP process for multiple financial services applications including State Street Alpha, Aladdin and EZE Castle for large global multiple healthcare firms.
• Advised clients on vendor solutions and best practices utilizing industry knowledge.
• Assisted clients with scoring, evaluating, and interviewing prospective vendors

Kirkland, Washington

• Served as the Practice Manager overseeing the Program and Project Management Channel with project budgets ranging up to $8mm and comprised of teams as large as 45.
• Implementation portfolio manager responsible for multiple IT SaaS implementation projects fpr healthcare administration and life sciences clients.
• Provided leadership and direction of the P&L, Staff, Reporting, and execution for multiple client accounts.
• Worked with multiple vendors on their products to ensure that the software met client expectations.
• Manage a team responsible for the delivery and execution of various products for our customers.
• Liaised with executive level leadership and provided summarized results and status updates as needed.

Greater Seattle Area

• Hired to perform top-down analysis of Gates Foundations' internal technology systems and operations procedures.
• Determined potential recommendations for a replacement to BlackRock Aladdin.
• Authored and submitted RFP for replacement solutions.
• Managed vendor selection process and provided consultation and advice with the contract negotiations.

Greater Seattle Area

• Served as Account Lead - Travelled weekly to various client locations as the lead consultant on SaaS implementations (CRIMS; Aladdin; AIM).
• Provided leadership and relationship manager responsibilities for our clients within the Financial Services and Government industries.
• Managed the onsite project team and was responsible for mentoring and training associate consultants.
• Reported directly to client executive leadership at the client on project progress and critical business updates.
• Worked with my companies' account executive teams to scope and draft SOW and resource planning.
• Identified opportunities for new business for each client and increased billing and revenue for firm.

Greater Chicago Area

• Project Management implementation consultant for Advent APX with large Mid-West Bank.
• Upgraded and implemented an enterprise SaaS accounting platform.

Greater Seattle Area

• Served as SaaS Systems implementation leader in Seattle, New York and London offices.
• Managed resources, budgets, and timelines to ensure timely project completion.
• Reduced manual workflows and upgraded outdated and inefficient technologies to increase workforce productivity
• Designed and managed the project plan to integrate new solutions with legacy platforms.

Greater Los Angeles Area

Greater Boston Area

Implemented reconciliation application for an outsourced middle office solution in three offices in Princeton, London, and Irivine. Led team of senior analysts.

Greater Boston Area

Served as lead business analyst for implementation of Eagle PACE Security Reference Manager. Developed security business rules and data scrub logic screens. Managed integration of Charles River Trading System messaging with Eagle PACE SRM. Trained and managed a 7-member PACE Data Team.

Identified and researched investment opportunities. Provided analytical and technical analysis for equity portfolio manager. Managed trade placement and portfolio accounting obligations.

Greater Boston Area

Responsible for the calculation of the Net Asset Value of multiple mutual funds

Greater Atlanta Area

Client services representative. Responsible for customer contact and feedback.

Mba, Business Administration And Management, General

B.A, History