Marcus Doesserich Email & Phone Number

Westlake, Texas, Us

Manage development of new digital action platform for independent financial advisors.

Westlake, Texas, Us

PRODUCT MANGEMENT PORTFOLIO• 2018 - 2021: Manage product design and development of a new digital action workflow platform.• 2015-2018: Successfully developed new portfolio analytics application providing quick and unique insights for financial advisors.• 2011-2015: Managed product redesign and development of new trading platform.• 2010-2011: Developed new trading support tools to minimize tax exposure through a uniquely integrated cost basis management system.• 2008-2010: Expanded alerts engine algorithms to support all business stakeholder groups. Effort significantly reduced incoming call volumes to our trading, reporting, and other service teams.• 2005-2008: Developed new status tracking service for key client work requests. The system enables independent investment advisor firms to track relevant operational activity and align with their backend processes. PRODUCT DEVELOPMENT• Lead design, development, and marketing of new products. In 2010, received excellence award for development of unique and successful marketing strategy.• Developed and implemented quantitative models for measuring adoption success by key client demographics. The system ensures accurate tracking of ROI projections and supports future target marketing and development efforts.• Responsible for development of strategic roadmaps and business cases. o Extensive research of competitor services. o Regularly collaborated with financial planning group to develop ROI projections. o Partner with clients and relationship management teams to closely align product with core client needs

New York, Ny, Us

Project Manager, Principal• Understand, define, and write business requirements for vendors and internal development teams. • Microeconomic analysis of vendor proposals. Determine pareto optimal usage of vendor services and present findings to upper management.• Routinely manage global IT efforts in London, Tokyo, and San Francisco.

Charlotte, Nc, Us

Group Product Manager, Vice President, May 2002-March 2003Senior Product Manager, Vice President, October 1999-April 2002Product Manager, Vice President, August 1998-October 1999Product Analyst, August 1997-August 1998MANAGEMENT•Responsible for $30 Million annual Internet portal budget.•Managed and trained three product managers.•Supervised coordination of design, development, and business stakeholder teams. Business stakeholders included product line sales forces, researchers, and corporate clients.•Significantly contributed to strategic vision of integrating all GCIB applications, data, and research to deliver a superior product offering to corporate and institutional clients.•Routinely reviewed competitor offerings and client feedback to further develop product strategy.SOFTWARE VENDOR ANALYST•Responsible for collaborating with Strategic Investment group to evaluate and recommend software technologies for the Global and Investment Banking group. •Technical advisor for Investment Banking group for evaluation of Internet software products.PRODUCT MANAGEMENT PORTFOLIO, Defined requirements, oversaw technical development, and trained stakeholders for:•Portal website that reflects the market segmentation of Bank of America’s diverse clients, but conveys the synergies of each product offering. Project greatly increased cross product sales to our corporate and institutional clients.•XML based research delivery system. Project significantly reduced back office costs by centralizing all bank research distribution into one single system.•360-degree research alerts system allows sales representatives and research managers from all product groups to edit and track alerts received by clients. Project required full integration with an outside hosted application.•Financial charting and forecasting application. Project allowed researchers and economists to collaborate in real time.

Chicago, Illinois, Us

MARKET ANALYST• Responsible for Fixed Income and Foreign Exchange research for retail clients. Daily, weekly, and quarterly commentary and in-depth research.• Proposed and implemented new online products. Evaluated client responses and usage statistics.

Ma, Econometrics

Mba, Business Administration

Ba, History

Ba, Economics

Ba, Literature