John E Henry Email & Phone Number

• Program/Project management and leadership role in deployment of business support, regulatory product solutions and technology initiatives: o XBRL - Product development, management and integration for over 20 mutual fund clients o Summary Prospectus – Product development, management and integration for over 80 mutual fund clients. o Marketing Communications Web based Order Management solutions– 10 financial service clients o Variable Annuity Tri-annual reporting – 6 annuity and insurance clients o DC Plan Statements and Trade Confirmations – 5 retirement and mutual fund clients o ISO 9001 & 27001 certification o Business Continuity and Disaster Recovery programs for Defined Contribution and Mutual Fund business.• P&L and support staff management for mutual fund regulatory solution team – revenue generation, budget and financial control for $7 million business segment.• Leadership and management responsibility for Mutual Fund, Defined Contribution (DC), and Variable Annuity regulatory product solutions supporting Summary Prospectus, XBRL, Statements and Trade Confirmations with over 80 financial service client relationships • During a four year span supported revenue growth of over $20 million in sales and on-going operations from Mutual Fund, Defined Contribution Plans and Variable Annuity clients.• Enterprise Content Management and in-house operational direction for Marketing Communications - Digital Print and Fulfillment of all regulatory, financial education and enrollment literature. • Strategic planning and competitor research and analysis of retirement plan solutions to drive 20% market share growth in financial service industry retirement plan segment.

• Developed business model with a five year $26 million ROI, utilizing Enterprise Content Management (ECM) e-Fulfillment approach to procurement and delivery of marketing collateral.• A three year, $12 million savings from business case and project plan development for outsourcing records management conversion program for annuity and retirement participant plan records.• Provided leadership and in-house operational direction for Digital Print and Fulfillment of all customer financial education and enrollment communications.• Administered an $18 million departmental budget and managed over 150 associates on multiple work shifts across two geographic regions.• Reviewed and provided oversight, and contractual negotiations with multiple significant vendor relationships, representing $11 million in annual expenses. • Directed and maintained functional control for Integrated Document Management System (IDMS) supporting image capture, indexing, retrieval, and corporate records management program. • Business case development and project management of award-winning industry search, acquisition and deployment of OCR/ICR technology for forms processing in annuity and retirement businesses. • Redesigned corporate records management program to include all media types including deployment of email archive and a web-based records management program.

• Operational and functional control for $65 billion a-day Asia and European market international payments operation. • Management of institutional customer support function for international payments • Project coordination in development and deployment of integrated document management system to reengineer letter of credit processing operations.• Management of Corporate Trust operations including registrar, paying agent and redemption processing functions.• Staff development and management of over 40 associates.

Bachelor, Of Science In Accounting,

Six Sigma Green Belt