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..

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.

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.
• Managed multiple internal departments including Consulting Operations, Training, Finance, MK Operations, and Human Resources. Responsibilities included strengthening and expanding client relationships; ensuring.
• Handled all corporate finance functions including accounting, payables/receivables, payroll, benefits, invoices, expenses, expense reimbursement, budgeting, consultant rates, internal policies and procedures, bank.

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.

• 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.
• Project at Delaware Investments – Assisted with an internal DC systems conversion. Responsibilities included providing overall project coordination, developing management communications, developing training materials.
• 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.
• 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.
• 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.

• 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.
• 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.
• 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.
• 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.

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.

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.

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.

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.