Eric Orlowsky Email & Phone Number

Southfield, Mi

Lead technology project / program management team, managing technology related project implementation, client and product applications, and related vendors. Report to and support CIO, in strategic and operational planning and execution for the IT department. Recruit, train, and mentor. Manage product and features to client facing website, third-party trading platforms for product distribution and procurement, product offering and transaction feeds, data and systems vendors, and provide product knowledge to decisions on support of new products. Adhere to IT PMO processes and systems, and perform demand management, and resourcing planning for projects and programs. Cultivate vendor relationships and ensure SLAs are met. --Translate product strategy into detailed requirements and user stories.--Automated product offering tool, increasing its capabilities and efficiency by adding the number of product offerings included and the ability to disseminate to a greater number of clients and prospective clients in materially less time. --Increased operation and functionality flexibility and controls by migrating previously externally managed product distribution and transactional feeds to be managed internally.

Bloomfield Hills, Mi

Provided investment, asset-liability, and risk management professional services and support to banks and credit unions. Developed and presented recommendations, to institutional client’s management and/or board of directors’, of improvement strategies for financial performance, risk mitigation, regulatory compliance and best practices. Analyzed client policies, investment holdings, and portfolio and liquidity risk. Cross-sold additional services to existing clients, and sought new clients through industry publications, webinars and industry events.--Authored and presented to clients an investment, asset-liability, and risk management report, which provided a detailed analysis of the client’s current financial position, forward strategy, and capital at risk.--Performed independent, third-party reviews of bank and credit union capital at risk policy, stress testing, liquidity risk and “what-if” scenario reports to satisfy regulatory requirements.

Rochester, Mi

Managed product development team for the asset management and compliance vertical, delivering feature-rich applications for trading and order management, portfolio analytics, market transparency, and trade monitoring tools. Led projects that enhanced the institutional asset manager trading platform, trade messaging protocols, market data feeds, and electronic exchange regulatory requirements. Responsible for subject matter expertise, operations, delivery and support.--Authored product documentation to support new product initiatives or new features or functionality to existing product line.--Developed use cases, flow diagrams, business requirement documents, and proof-of-concepts through product development life cycle process.--Consulted with FINRA and MSRB regulatory agencies on new regulatory compliance products to ensure regulatory acceptance.--Grew the market transparency compliance product client base through product upgrades to utilize the expansion of FINRA TRACE regulatory data and development of new tests for non-regulated fixed income asset classes.--Mentored team members to meet or exceed expectations.

Rochester, Mi

Led application and system implementations and transformations for capital markets and asset management clients. Oversaw projects from design through delivery including execution, resources, deliverables, and client satisfaction. Advised clients on production transformation decisions, workflow and integration. Implemented streamlined processes, increased product offerings and user capabilities, operational efficiencies, integrated systems, enhanced risk management controls, and cost reductions. --Utilized new products, technology, and operational efficiencies to analyze client needs and design complex, revenue generating solutions.--Implemented new technology software applications and systems integrations solutions for capital markets, clearing/back office, and asset management clients consisting of national banks and brokerage firms. --Designed and integrated trading platforms with industry leading back and middle office vendors. --Extensive experience with trade life cycle, reference data, yield conventions, regulatory requirements, and securities transaction processing.

Rochester, Mi

Managed two of the company’s largest revenue generating clients; positioned and sold its products and services. Identified cross-selling opportunities within client enterprise and grew both clients annually. Delivered exceptional client service. Fostered client relationships to better understand client needs and tailor solutions accordingly.

Made markets and assisted the underwriting of municipal debt securities, part of team that managed millions of dollars in fixed income inventory and related P&L. Provided liquidity and product and market knowledge to sales team. Assisted the selling of newly issued securities, and advised public finance unit on pricing, structuring, and debt issuance timing.

Master Of Business Administration - Mba

Education record