Glenn Mcbride Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

The Vice President – Executive Office (Vice President) is primarily responsible for facilitating the implementation of various initiatives under the direction of the Chief Executive Officer and/or Executive Team of Harbor Capital. To fulfill this mandate, it is expected that the Vice President will need to draw upon his or her expertise in three primary areas: project management, operational management and business analysis. Under the direction of the CEO and/or Executive Team, the Vice President will serve as project manager for special projects that often cross multiple departments to ensure that these new projects proceed in a timely and efficient manner. The Vice President will also assume direct management responsibilities over various operational areas that again often cross multiple departments under the direction of the Chief Executive Officer and/or Executive Team. The Vice President will further be tasked to conduct various financial and related analyses to assist the Chief Executive Officer and/or Executive Team in evaluating the merits of proposed and existing projects and initiatives.

Chicago, Il, Us

Manage the Corporate Solutions Team as they perform design, implementation, delivery and management activities for systems supporting Harbor Capital’s business units and other key corporate functions of Harbor Capital. The team works closely with multiple levels of the organization including management teams of Harbor Capital to support key systems, implement infrastructure improvements and ensure business units are able to operate efficiently and effectively.

Chicago, Il, Us

Chicago, Il, Us

The Technology Project Manager at Harbor Capital Advisors plays a key role in ensuring that IT projects are on time and under budget. I help develop and maintain both strategic and tactical project standards and plans. I also work closely with other members of the business outside of IT in developing, coordinating, and communicating IT project plans and initiatives. Additionally, I assisted in establishing a project management office for the IT side of Harbor Capital Advisors.KEY RESPONSIBILITIES INCLUDE- Managing IT projects and initiatives- Training and supporting IT project managers- Developing project management artifacts and metrics- Reporting financial information on major projects and other IT metrics- Establishing product schedules for key applications

The Senior Business Management and Development Analyst is a senior department leader for Harbor Capital Advisors and Harbor Services Group. In this role, I act as a leader within the Business Management and Development department to gather, analyze, specify, and communicate requirements for software applications and business processes for internal and external customers in support of business processes for Harbor Services Group.In doing this work, I collaborate with many other departments, current and potential customers, end users, operations staff, sales and business developers, product managers and other analysts. This position is also responsible for managing and executing project and test plans, re-engineering key Harbor processes to improve the efficiency and timeliness of activities, maintaining existing applications, building and maintaining relationships with various third parties, including clients, vendors, brokers and other data providers.Current Role Accomplishments:- Worked with third party systems and intermediary broker-dealers to analyze and map file transmissions to build a more robust data warehouse.- Created and maintained a system of project review and documentation with our main business partner leading to more transparency and a proactive approach to system changes.- Enhanced internal reporting and project management systems to provide management and front line associates with more timely and accurate information.

Collaborate with internal resources, current and potential vendors, operational staff, software developers and other business analyst to provide solutions to business problems. Maintain a project portfolio within areas such as intermediary relations, risk and compliance, corporate training, financial analysis. Responsible for SharePoint development and continued business adoption rates. - Created an intermediary business customer relationship model encompassing over 200 SharePoint sites to allow for transfer agency back-office representatives to consolidate countless sources of information into one.- Led a team in the development of a fee payment data capture methodology which allowed for the elimination of late payments and relationship problems and the creation of a robust data warehouse of fee payment information- Established an online learning management system for our corporate training department to allow for company wide tracking of training courses.- Designed a project management system that formalized the internal process of project scope, change controls and project closeouts allowing for time management and resource allocation decision to be made.- Created business to business relationship sites for all external vendors which increased transparency and improved communication while allowing for more project completion- Developed an internal file transmission database capturing incoming and outgoing file information (>1,000 unique records) between internal sources and our major vendors effectively ending issues relating to data transfers.- Constructed an identification process and internal matrix for individual proficiency evaluations. This information was used to build quarterly plans to limit risk exposure to institutional information silos and increased cross team understanding.- Performed extensive departmental risk assessments which led to the proceduralization of many unwritten policies and effectively unified actions with stated procedures.

Responsible for performing the duties of the Transfer Agency Risk and Compliance Department and the Business Management Group for consecutive three month rotational opportunities. Fulfilled transfer agency requirements for monitoring transactional data for Anti Money Laundering (AML), Customer Identification Program (CIP) and market timing. Monitored and controlled an extensive database of operational information relating to project management, system issue resolution and vendor management.- Worked with external consultants to successfully automate Project Server reporting to provide real time information on the status of each project manager’s portfolio- Resolved over $100,000 of lost assets which were considered escheatable to various state agencies- Created operational model for compliance with newly enforced Pay-to-Play legislation- Designed and monitored an effective shareholder communication campaign to promote online services leading to a significant increase in online account creation

Performed quality control for transaction processing to ensure compliance with regulatory and department quality standards. Responsible for maintaining updated knowledge of fund products, transfer agency workflows, industry trends and regulatory guidelines. Exercised communication and customer service skills when working with a variety of audiences (customers, vendors, managers, peers) both written and verbal.- Led internal process improvements to transition to a paperless model that cut waste significantly

St. Louis, Mo, Us

Responsible for self-directed training and development of necessary skills to be certified as a financial advisor. Created marketing plans and organizational designs to develop an independent advisor model. -Earned industry certifications (Series 7 and 66) and company specific distinction within smallest possible

Minneapolis, Mn, Us

Responsible for record retention and administration of multi-advisor office. Designed reports and detailed financial evaluations for clients in preparation for advising sessions. Responsible for completing and reviewing official applications and policies.- Played integral role in business transition from American Express Financial Advisors to Ameriprise Financial

Master Of Business Administration (M.B.A.)

Bachelor Of Science, Finance And Accounting