Gregory Kavanaugh Email & Phone Number

Denver, CO, US

Greater Denver Area

• Relationship Manager for one of Envision’s largest clients - Invesco. Assist in the design and lead the implementation of a custom software platform for Invesco’s $100+ billion institutional money market product.
• Point of contact for Invesco’s Liquidity Link project; liaison between all executive management, operations, and technology teams
• Envision team lead; coordinated Envision participation for 12+ Invesco workstream groups
• Tier 1 support for the Liquidity Link product
• Currently developing a product roadmap and business expansion plan for Liquidity Link
• Coordinate with Envision’s business development team to pursue additional institutional money market clients

Jacksonville, Florida Area

• Head of College Savings Software Product Development at Intuition College Savings Solutions. Responsible for all aspects of the 529 Savings platform software and products.
• Led final stages of development and launch of ICSS’s proprietary PRIMADirect College Savings Software Platform
• Successfully managed two conversions and one new product launch onto the PRIMADirect Platform totaling approximately $500 million in assets
• Relationship manager for several key vendors - NorthStar Financial (custody and investment management) and TC Delivers (print and fulfillment)
• Managed a team of analysts, developers, and QA engineers

Newton, MA

• Director of the Systems Analysis team responsible for the proprietary Unite 529 recordkeeping software platform. The Unite 529 platform managed recordkeeping and back office processing for 31 state 529 plans comprised.
• Responsible for the integration and conversions for all Unite Broker-Sold 529 plans onto the Envision PowerAgent system, saving Ascensus nearly $7 million in annual expenses
• Managed technology relationships with vendors DST Systems, Boston Financial Data Services, BNY Mellon, and Envision Financial Systems
• Supervised a team of seven business systems analysts

Newton, MA

• Owned all aspects of the Unite Broker-Sold 529 software platform; key decision-maker in the move to the DST TA2000 back-end recordkeeping system, which enabled Upromise Investments to more than quadruple Broker-Sold.
• Managed 12 data conversions onto the new Unite Broker-Sold software platform, comprising over $10 billion in assets
• Acted as technology Relationship Manager for all Upromise Investments’ business-to- business partners in the Broker-Sold space
• Supervised a team of two business systems analysts

Newton, MA

• Lead Analyst on the development of a new Broker-Sold 529 software platform to establish a presence in the Broker-Sold 529 space.
• Developed requirements and implemented a customized version of the Phoenix FUNDS recordkeeping system – the first Broker-Sold system used at Upromise Investments
• Wrote all functional requirements and was responsible for implementing Upromise Investments’ Advisor portal site - 529QuickView.com
• Led all data conversions and new product launches onto the new Broker-Sold platform – two conversions and one product launch

Newton, MA

• Lead Data and Implementation Analyst for several data conversions totaling over $3 billion in assets.
• Created proprietary front-end for Upromise Investments’ withdrawal payment system
• Managed UAT process for the business team prior to all software releases

Boston, MA

• Created functional requirements, implemented, and tested Fleet’s web-based account aggregation product – Universal Link
• Designed and installed web usability testing facility at Fleet’s offices

Boston, MA

• Analyzed performance data for all marketing deliverables
• Assisted tracking peer performance and creating board presentations