Greg Harman Email & Phone Number

Pasadena, CA

• As the Senior VP for a financial operations company in the wealth management industry, I directed operations, fostered a healthy work environment and culture while focused on development and facilitation of company.
• Spearheaded the onboarding and retention of Fortune 500 clients with over $500B in assets, resulting in $8MM in annual revenue.
• Conceptualized and launched a $25MM next-generation recordkeeping and documentation system, while adhering to budget constraints, client goals, functionality requirements, and defect thresholds.
• Increased delivery speeds while reducing defect reporting percentages by implementing Agile Methodologies for Software Development, leading to increased client satisfaction, exceeding expectations, and reducing overall.
• Mentored a growing staff from 22 to 118 within 3 years, providing training and knowledge sharing opportunities regarding business, operational, and technical aspects of products, resulting in a 99% staff retention, an.
• Coordinated and implemented the company’s first Product Steering Committee, focused on full transparency of corporate vision and direction, project prioritization and status updates, and backburner projects needing.

Concord, CA

• For 10 years with BISYS BD Services, I served as the VP for the Systems Department, leading systems and technical initiatives designed to increase automation, profitability, and customer service. I ensured compliance.
• Successfully designed and launched a customized suite of 401(K) back-office applications for a client, valued at $17B, while complying with budget goals and timeline.
• Introduced enhanced procedures and automated processes to reduce operating expenses by 20% for a 2.4MM yearly budget.
• Upon the closure of the division, I was selected/appointed to be the lone person to support former clients for 9 months.

Brea, CA

Liaison between software vendors and internal users for the then $300 billion mutual fund company. Responsible for writing vendor specifications for system enhancements and bugs, troubleshooting, and creating adhoc reports. Implemented optical disk system, including preparation and execution of training program for the entire company

San Mateo, CA

Created and executed reports against sales representative database for the then $20 billion dollar mutual fund company. Completed management training program which included rotating through various areas performing departmental duties and special projects. I was promoted out of the program into an MIS department to create and execute reports against sales.