Jack Chafin Email & Phone Number

United States

Recent and Ongoing Engagements:Centric Consulting - Member CIO Services Team for Boston area.New Value Solutions - Referral Partner for Near Shore Development Resources in Canada.Gecko Solutions: Offshore Software Engineering service, developing US projects.AssureBridge: Rapid Software Development leveraging Empower AI system. Author, Trainer, Coach for "Fast Forward Success Strategy" seminar and MindBiz MicroCourses.Previous Initiatives: • Co-founded three consulting firms with focus on Investment Management & IT Strategy.• Advisor to three investment management startups, each leveraging technology.• Advisor to two European technology companies in launch of new business ventures.• Partner at InterUnity Group providing IT strategy consulting to CIO/CTO/CFO executives.• Partner at Devonshire Financial Group servicing Investment Management industry.• Partner at Global Collateral Management Solutions servicing large Bank Custodians. • Director at LTSave providing investment advice services to 401(k) retirement plans.+ Co-Founder & President of MindBiz.com, Global eLearning platform for personal development.+ Interim CEO Silva International, Global Training company, Personal Development, 110 countries.

Greenwood Village, Co, Us

Boston, Massachusetts, Us

Applications• Created new system architecture and implementation strategy for Investment area.• Implemented new Fund Accounting, Trading, Risk, Attribution, Research systems. • Developed Internet Portal for Retirement clients and integrated to client HR websites.• Developed Internet sites for servicing Mutual Fund, Institutional and International clients.• Developed IT Strategies and Plans for Institutional, International, and Human Resources.• Integrated Image, Workflow, Workstation, and Core systems to optimize service model.• Implemented SAP for Financial, Inventory and Purchasing and integrated to Intranet.Technology• Major improvements in platform availability, redundancy, and response times. • Designed, built and moved two Data Centers and related Networks.• Built infrastructure for two Operations Centers and managed business transition.• Technology upgrades for mainframes, UNIX, Office Automation, Call Centers, Networks.• Developed and implemented Year 2000 strategy for technology platforms and systems.Leadership• Led Business Process Reengineering for Fund Accounting and Custody STP initiative.• Team Leader for Mutual Fund Global Servicing Strategy project, Mission 2000.• Created successful communication process between Business Units and IT teams.• Member Putnam Executive Committee, PFTC Executive Council, Service Differentiation.• Part of Management Team that won the Dalbar award for Service Quality 6 of 7 years.• Selected for Senior Management Development Initiative for high potential executives.

Boston, Ma, Us

Strategy• System Strategies for Personal Trust, Global Fund Accounting, Branch Workstations.• Business startups for Personal Trust, Gift Trust, ProxyEdge, Custody, Boston Coach.• Business Analysis for creation of Advisor Funds, Insurance, Credit Card business lines.• Brokerage System Replacement Strategy, Evolutionary model tied to Business plans.Applications• Mutual Fund Marketplace of Outside Funds for Fidelity Brokerage and Correspondents.• Established remote development center in Dallas and added source of talent.• Provided people, consulting and architecture for International affiliates.• Enhancements for Hourly Fund Pricing and Hourly Cash reporting to investment area.• Office automation tools rolled out on PC/LAN platform.• Investment Research and Reporting tools for Portfolio Managers and Trustees.• New system platforms for 401(k), Institutional Funds, and Trust Company processing.Technology• Major improvements in stability, availability, response time and service levels.• Major upgrades in call centers, voice response, networks, workstations. • Introduced capacity planning and effective disaster recovery planning.• Added strategies for high availability, fault tolerance, and redundancy.• Built strong technology organization with recruiting and training.• Provided technical consulting to Fidelity Ventures, selected clients, and affiliates.Leadership• Responded to Rapid Business growth and need for High Availability and Service Levels.• Created Technology Training, Information Center, Professional Productivity groups.• Created the Business Analysis function at Fidelity, replicated across company.• Acted as Senior IT executive during management transitions.• Assisted CEO and HR to restructure Systems Company to a decentralized model.

Lawrence Township, Nj, Us

Applications• Developed Online Distribution system used by four divisions.• Developed Executive Information System used by CEO and top Executives. • Managed Core Common Systems used by all divisions for ERP functions.• Cleaned up backlog of system requests for Finance, Marketing, Benefits, and HR.Technology• Provided Technology consulting to all Divisions, reviewed Division technology plans.• General Manager of Computer Service division servicing all US subsidiaries.• Completed consolidation into two Data Centers for savings of $5 million per year.• Developed internal Timesharing service that saved over $1 million per year.Leadership• Rebuilt IT organization in NY corporate office, added talent and new techniques.• Member of IS Director Committee, established positive relations with division CIOs.• Introduced new tools and techniques to division IT organizations to improve productivity..

Armonk, New York, Ny, Us

Field Engineering Division. Customer Engineer for large scale IBM 360/370 Computer Systems. New Hardware/Software Installations. Engineering Change Team. Software Engineer for IBM MVS Operating Systems, Telecom Systems, Graphics Packages, and related Software Products.

Randolph Afb, Tx, Us

Electronics expert on computer systems used with the Minuteman Missile Program.

Leadership In The 21St Century, Business Administration And Management

All Aspects Of Running An Investment Management Company.

Certificates, Investment Management Business

Graduate Programs, It Strategy And Management

Mba Program, Management Information Systems

B.S., Business Economics

Education record