Kyle Peterman Email & Phone Number

Strategic business and technology professional (MBA) with extensive experience in application delivery management, business relationship management, business analysis, program and project management, and operations. Extensive leadership experience behind methodologies, processes, and tools proven to deliver tangible bottom line results. Experienced in managing technical application development as well as providing leadership in the strategic use of technology for prime business impact. Excellent communicator at all levels. 20 years of experience within financial services, concentrated within the retirement, annuity, and institutional asset management segments. CORE COMPETENCIES----------------------------------------------------------------PRODUCT MANAGEMENTExperience in product management from new product ideation, idea qualification and development, to product launch and implementation. My focus has been on Analytics product in the Retirement Plan industry recently. PROJECT MANAGEMENT15 years of experience in managing Software as a Service (SaaS) products. Responsible for large, complex financial service software applications in the retirement plan space. IMPLEMENTATION CONSULTANTExperience managing new client implementations for Retirement Recordkeeping businesses. Performed on-site analysis, organization recommendations, product training, and data transference management for multi-million dollar clients. Focused on technical requirements to move client from current recordkeeping platform to DST TRAC retirement recordkeeping platform.DATA ANALYTICS & VISUALIZATIONExperience managing data analytics and Big Data resources for analytics products. Hands on experience with tools such as R, Python, Tableau, MicroStrategy, and WebFocus. Advanced experience in SQL.

Listed skills include Business Analysis, Project Management, Process Improvement, Mutual Funds, and 30 others.