Gordon Wright Email & Phone Number

Annapolis, Maryland, Us

At Compass Pointe, we focus on IT and Finance/Accounting Staffing and Solutions. Let us help you grow your company in the right direction. We are a Certified MBE/DBE/SBE company (Certification #19-205).

Manage a firm that provides staffing, consulting and permanent placement services to companies in the financial services industry. High Point specializes in systems and operations consulting for companies in the retirement plans record keeping industry.

Baltimore, Maryland, Us

• Projects – Assisted client with the development and implementation of the Department of Labor fee disclosure project, Retirement Plan Profiles application and Fund/Trust information enhancement project. Responsibilities included interviewing business users to determine requirements; developing business and technical requirements documents; working with business users to review/modify requirements to ensure accurate interpretation of client/user requests; designing, constructing, and performing system testing; identifying, researching and resolving all issues pertaining to system development, data quality and implementation; facilitating project team meetings; and authoring requirements analysis and functional/system specifications throughout the system development life cycle.

Baltimore, Maryland, Us

• Project at T. Rowe Price (October 2005 – February 2008) – Collaborated with New Business Group, business users & clients to gather business requirements for OmniPlus plan installations. Wrote and tested requirements for development of automated interface processes including contributions, census, salary deferrals, loan extracts and custom reports/datafiles. Analyzed conversion test file specifications to draft and test requirements for automated conversions of external retirement plans. Offsite travel and collaboration with clients, prior record-keepers and 3rd-party consultants. Loaded and manipulated mainframe datasets. Used SQL to query DB2 tables. Created innovative new methods for automating internal plan mergers. Created and tested custom solutions for complex and problematic processes for national clients. Developed and tested various OmniScripts.

Fullerton, California, Us

• Started the recruiting division of MK Consulting to focus on contingency recruiting of full-time employees in the defined contribution industry. Responsibilities included developing the business case and product strategy; performing market analysis; defining services; developing and executing marketing plan; compiling financial plan; building operations; documenting policies and procedures; hiring, training and managing staff; conducting sales calls; documenting job opportunities; and recruiting candidates. • Managed multiple internal departments including Consulting Operations, Training, Finance, MK Operations, and Human Resources. Responsibilities included strengthening and expanding client relationships; ensuring successful project deliverables; overseeing consulting staff management; defining, developing, and implementing comprehensive training programs; managing finances; overseeing office facilities and systems; and managing human resource related functions. • Handled all corporate finance functions including accounting, payables/receivables, payroll, benefits, invoices, expenses, expense reimbursement, budgeting, consultant rates, internal policies and procedures, bank accounts, taxes, tax returns, filings, cash management, and financial reporting.

Baltimore, Maryland, Us

• Projects at T. Rowe Price (October 1996 – June 2000) – Assisted client with multiple defined contribution (DC) projects including: stock diversification; dividend pass through; a complex, large plan merger/conversion; self-directed accounts; enhancements to participant statements; and redesign of participant statements. Responsibilities included defining project scopes and performing analysis; documenting business requirements; developing project plans; writing functional specifications; developing testing methodologies and cases; developing business processes and procedures; conducting user acceptance testing; conducting user training; and implementing solutions. Other tasks performed included programming Omni calculators; troubleshooting issues with internal retirement plan systems; maintaining test data in DB2 tables; and serving as industry and OmniPlan technical resource.

• Project at Chase Manhattan Bank – Assisted with developing interfaces from outside DC record keepers to the bank’s trust systems. Responsibilities included designing workflows, mapping outside record keeper layouts to a standard layout, and selecting a clearinghouse vendor.• Project at Delaware Investments – Assisted with an internal DC systems conversion. Responsibilities included providing overall project coordination, developing management communications, developing training materials for the new system, and documenting changes to workflows and procedures.• Project at Barclay’s (Wells Fargo) - Assisted with determining if client’s in-house record keeping system could support the United Kingdom’s DC market. Responsibilities included conducting interviews, performing a functionality review, and identifying system gaps. • Project at NRECA - Assisted with the initial phase of migrating the DC record keeping operation from periodic to daily processing. Responsibilities included conducting interviews, documenting transaction flows, conducting work sessions to map transactions to the daily environment, developing transaction matrices to detail daily processing tasks, documenting issues and observations, and developing a high-level project plan. • Project at Harris Bank - Assisted with the administration of the Bank’s 401(k) plan and then conversion to a new service provider. Administrative responsibilities included complex transaction processing on the OmniPlan system, submission of trades, reconciliations, tax reporting, and check and statement production. Transition responsibilities included identifying improvements for the new environment, participant account clean up, knowledge sharing, conversion of participant records, and final reconciliation.

• Project at ICMARC - Assisted with the offering of outside mutual funds to their daily valued DC plan clients. Responsibilities included identifying best practices, determining target environment, defining operational requirements, addressing system and operational issues, exploring clearinghouse trading issues, and assisting with an investment accounting system selection. • Project at CIGNA - Assisted with the re-engineering of their in-house conversion process. Responsibilities included analyzing current environment, identifying processing inefficiencies, identifying opportunities for improvement, developing a change plan, redesigning workflows, and developing and implementing system enhancements. • Project at Kwasha Lipton – Performed a third party review of general and application controls (SAS70) for a daily valuation DC record keeping operation. Review included interviewing managers and administrators, identifying control policies and procedures, developing testing procedures, conducting tests of DC systems and operations, and documenting control weaknesses. • Project at Dreyfus/Mellon/TBC - Assisted with developing a daily valuation/daily processing operation for DC plans by identifying business requirements, current system functions and model target environment. • Project at Harris Trust - Assisted with the trust operations in-house conversion of their DC plans from SEI’s EBAS system to the OmniPlan PC system. Responsibilities included developing project plans, providing timely management reporting, developing and testing interface and conversion programs, converting plans, parallel testing converting plans, programming and testing OmniPlan “calculators statements/reports, and providing limited user support.

New York, Ny, Us

• Performed installations and conversions of daily valued retirement plans. Responsibilities included meeting/communicating with clients to review plan documents and finalize plan design, planning and coordinating conversion schedules, working with clients on establishing policies and procedures, establishing plans on system, writing business requirements, developing specifications for custom programming, testing data transmissions and transactions, overseeing asset transfers and reconciliations, and converting participant records onto the OmniPlan system.

Baltimore, Maryland, Us

• Performed installations and conversions of daily valued retirement plans. Responsibilities included meeting/communicating with clients to review plan documents and finalize plan design, planning and coordinating conversion schedules, working with clients on establishing policies and procedures, establishing plans on system, writing business requirements, developing specifications for custom programming, testing data transmissions and transactions, overseeing asset transfers and reconciliations, and converting participant records onto the OmniPlan system.

Baltimore, Maryland, Us

• Assisted investment management professionals in a number of capacities. Responsibilities included the daily management of DC accounts, presentations of the OmniPlan record keeping system, answering participant record keeping/investment management RFPs, responding to client inquiries, and other special projects.

Baltimore, Maryland, Us

• Provide accurate and timely administration for periodic and daily valued DC plans. Responsibilities included performing valuations, transaction processing, reporting, verifications, reconciliations, communications, and related activities, as necessary, based on knowledge of the EBAS and OmniPlan record keeping systems, policies and procedures, pertinent laws, and regulations based on client needs and plan specifications.