Len Lanetti Email & Phone Number

Malvern, Pa

Available as a consultant to the financial services community, specializing in the areas of Operations, Technology, Documentation, Training, Analysis...

Creating financially independent families. Please note that, in the skills section below, the skills assessments for Mutual Funds, Securities, Investments, Asset Management, Portfolio Management, Fixed Annuities and ETFs relate to my previous positions and Financial Services experience.

Malvern, Pa

Joined this firm as Vice President and Product Manager with the goal of creating new exchange traded fund and mutual fund processing capabilities. Helped build a prospect pipeline based on a subaccounting and wealth management architecture. In addition to creating new software capabilities and system services the venture required new operational components. This necessitated the creation of a network of operational services residing in the United States and off shore. We partnered with a large commercial bank for regulated services. Directed dozens of technical resources both in the United States and Bangalore India. Effected knowledge transfer regarding business and market needs related to operations and technology. Accomplished goals of launching a product and generating revenue. This required knowledge on topics such as cloud based systems, listed securities processing, next generation omnibus reconciliation, fund information management, revenue distribution, money movement, mobile first user interfaces, investor proposals, real time suitability testing, remote check processing, and image workflow to name just a few. Other recent projects include Healthcare Savings Accounts, blockchain, crypto-currencies, creation of a trust company, leading edge user interfaces, and the Internet of Things. Recent research activities include the investment activities of younger generations, opportunities based on recent and potential tax law changes, and the creation of new services for tax advantaged group retirement plans.

Valley Forge, Pa

An original member of the entrepreneurial start up Funds Associates Ltd (FAL), acquired by First Data Corp then PNC Global Investor Services before more M&A activity moved the team to Bank of New York Mellon. Vice President, Product Manager, and Senior Director of the SuRPAS Solutions Team. Responsible for managing business analysts, content creators, operations departments, installations, and go teams. A significant contributor to all aspects of design, development, marketing, support, and delivery of the best investor record keeping system. Managed projects that put SuRPAS into 12 different vertical markets and helped grow our business from zero to over 100 million investor accounts during my time with the product.

Philadelphia Pa And Naperville Il

Now part of Invesco. Started as a transaction entry clerk eventually managing several back office departments. When VKM entered the mutual fund space, oversaw the acquisition of a mutual fund company, subsequently managed the in house transfer agent and fund accounting departments.

Philadelphia Pa

Purchased by Bache. Initial job in the financial services industry as a back office operations clerk responsible for entering stock and bond trades. Progressed to be the responsible individual for the securities master database and the settlement of trades for listed securities on multiple stock exchanges.

Homestead Afb, Homestead Florida

Sergeant and shift supervisor at a top secret communications facility providing worldwide secure data and voice communication and cryptography for all service branches and multiple commands. Focused on standards development and quality control. Received the Air Force Good Conduct Ribbon and the Air Force Longevity Service Ribbon. Honorably discharged at the end of my voluntary service.