Maria Cogliano's Location
North Lakeville, Massachusetts, United States, United States
Maria Cogliano's Contact Details
Maria Cogliano work email
- Valid
- Valid
- Valid
- Valid
- Valid
Maria Cogliano personal email
n/a
Maria Cogliano phone numbers
About Maria Cogliano
Maria Cogliano possesses expertise in financial services, process improvement, 401k, business process improvement, mutual funds and 45 more skills. Colleagues describe her as "Over the years, I have opportunity to work with Maria on different projects. In every instance, she fulfilled her responsibilities with a high degree of quality. Most recently, she went above and beyond to assist in supporting the deployment of a complex new application. She quickly gained a strong working knowledge of both the technical and business aspects of this project; which served as a strong foundation for the training and suuport material she produced. I know Maria to be a dedicated member of any team, committed to project success and driven by quality. She also has a personal demeanor that makes her a delight to work with, even under stressful conditions. I'm confident that you will find Maria to be a strong addition to your organization." and "Maria is a hands on go to person to accomplish difficult tasks. Her out going nature makes her a great candidate for building teams and leading projects. Her positive attitude quickly turns bad issues into obtainable solutions. She is always meets deadlines and deliverables. Her documentation skills are exceptional. Maria is definitely a 2 Thumbs Up employee who never calls in sick and is always there when you need her during or after hours"
Maria Cogliano's Current Company Details
Maria Cogliano Work Experience Details
-
Ss&C TechnologiesBarnstable, Ma, Us
-
Strategic Relationship ManagerO'Neil Digital Solutions Nov 2017 - Sep 2020Responsible for the print and fulfillment / digital delivery of all Financial Client products within the O’Neil. These responsibilities include the day-to-day oversight of clients’ business activities. Communicating and acting as the liaison with client business owners (senior level).• Implement New Projects: Translate business requirements from the client into a Functional Specifications document used to guide the development or configuration of the systems and solutions of the project. Responsible for successfully launching new client implementations, new client products or enhancements to existing products while manage project plan timelines and budget• Manage a team of Client Service Managers and provide direction and oversight to the team. Mentor and motive team members while promoting individual growth and advancement• Work closely with the Sales Representative to maintain a clear strategy to achieve the very best outcome for the client and the company• Responsible for all preventative and corrective action documentation and facilitating executive and departmental support when there is an issue with quality, accuracy, timeliness or other non-conforming mistakes made by the company. Document root cause analysis/CPAs corrective action plans and assist with issue resolution• Participate in the RFP/RFI process and maintain revisions to proposals. Document, maintain and implement Change Orders. Oversee client billing and Invoicing: client requested accruals, programming hours, collateral print and change orders -
Program ManagerDst Systems Sep 2013 - Nov 2017Quincy, Massachusetts~Manage projects/programs of varying degrees of complexity such as multiple client Participant and Plan Sponsor website migrations from DSTRS’ legacy site to the enhanced sites; TRAC Enhanced Plan Trading; SDBA transitions.~Create and execute project plans, create and manage schedules, manage project budgets and resources, perform risk management, perform issue and change management, communicate with all stakeholders, and perform all other activities expected from project managers. ~Fully engage with the team(s) that defines the project to make sure the project supports the business goals of the company. This may include aligning the priorities of different teams and in different projects such that deliverables support business goals. ~Utilizes multiple project management methodologies, tools, resource management practices, and change management techniques -
Implementation And Conversions ManagerDst Systems May 2011 - Aug 2013~Oversee recruitment, hiring, and training and development of employees.~Design and implement performance standards, track such standards, and use resulting data to provide employee performance feedback on an ongoing basis.~Direct the execution and management of system initiatives and service enhancements and ensure business objectives are met.~Manage a staff of 15 employees including Conversion Analysts and Implementation Specialists. These individuals provide plan level support in a variety of areas ranging from on boarding new plans to terminating an existing plan. ~Responsible for maintaining relationships with Plan Sponsors, TPAs, Agents and Institutional clients as well as with our internal teams including Control, Systems Support, Operations, Payroll, Retirement Plan Account Manager and Client Services. ~In addition to establishing new plans, the team is also responsible for coordinating and processing additional plan level maintenance.
-
Retirement Plan Manager IiBoston Financial Data Services Dec 2009 - Apr 2011~Serves as primary contact, on an assigned “book of business” to a smaller number of small asset, complex and or sensitive plan sponsors and brokers. Acts as liaison between the plan sponsors and various internal groups. ~Promotes customer satisfaction through proactive and effective service delivery. Ensures prompt and effective response to all plan sponsor inquiries, through continued communication.~Interfaces with management and internal support groups in order to research issues and coordinate responses to plan sponsors. This includes conducting trend analysis of issues, response times, and other valuable statistics. ~Develops and recommends improvements to workflows and procedures in order to increase efficiency and client satisfaction. Continues to be involved in new Business Improvement projects.~Assists in the collection, review and preparation of client information used for compliance testing and filings. Communicates with Compliance Testing and Reporting specialists regarding testing and 5500 results or issues and is responsible for final review of each plan sponsor’s compliance package. Proactively works with plans, to ensure responsiveness for this client information required, and consults them on the repercussions of non-responders~Takes a proactive approach to identify any areas of procedural gap or inconsistency, and to remedy those gaps. ~Assisting management in taking the leadership role in providing guidance to, in the training and career development of new associates. -
Project Manager: Organizational EffectivenessMercer Mar 2007 - Dec 2008~Manage multiple project teams responsible for the implementation of new products and enhancements to existing products~Utilized the “Six Sigma” methodology to measure and improve a company's operational performance by identifying and eliminating "defects."~Plan and execute new product and service implementations through effective project management, collaboration and communication~Lead the development of implementation plans and required resource plans~Manage the expectations of each project to ensure adherence to the Scope of Services and Requirements documentation~Identify and resolve project-related issues in a timely manner, utilizing business stakeholders and steering committees~Ensure adherence to best practices and standards for service delivery~Prepare the delivery organization and support groups to their appropriate level of business readiness (e.g. business impact analysis, training, pre-audit)~Conduct implementation debriefs for the purpose of evaluating successes and shortcomings, and leverage those conclusions for future initiatives~Act as a champion of change within the service delivery organization~Ensure compliance and compatibility with company policies and any applicable regulations~Assist with development of implementation and ongoing delivery training around event processing and system testing~Create and/or review documentation to ensure all are current in the common repository -
Client Service ManagerPutnam Investments Apr 2002 - Mar 2004~Develop and maintain effective communication with clients to ensure world class service.~Respond to inquiries from clients regarding the 401(K) product whether it is billing, compliance, fund performance and account information.~Analyze compliance tests and plan documents for adherence to applicable rules and regulations. Instruct clients on how to correct failed tests (ADP/ACP, 410B, 416, 402, and 415 tests). Assist clients and auditors with 5500 filing questions.~Research and reconcile any discrepancies.~Draft plan amendments and ensure the amendment is appropriate for the client’s plan.~Responds to inquires from sales, implementation and other areas within Putnam.~Oversee the documentation process and beginning stages of the conversion of 401(k) plans to/from Putnam. -
Senior ManagerPutnam Investments Jan 2001 - Apr 2002~Oversee recruitment, hiring, and training and development of employees.~With the assistance of the Team Leader / Coordinator, design and implement performance standards, track such standards, and use resulting data to provide employee performance feedback on an ongoing basis.~Direct the execution and management of system initiatives and service enhancements and ensure business objectives are met.~Promote inter/intra departmental communications through customer/supplier meetings and cross-departmental training.~Maintain quality standards, administer initiatives and consistently manage relationships with co-workers and Putnam clients.
-
Team Leader: Dcpa Product SupportPutnam Investments May 1998 - Jan 2001~Hire, motivate, develop and coach staff to promote a diverse, professional and enthusiastic environment.~Partner with staff to develop a program for their professional development, including cross training programs, relevant formal training classes and career development within the organization.~Strive to find ways of improving the team’s quality, productivity, and efficiency through participation in departmental initiatives and researching external resources.~Advise and recommend business system solutions for internal and external client requests.~Ensure that all system enhancements and new services/products meet pre-stated objectives via analysis, testing, and documentation.~Present and negotiate Defined Contribution business needs with system suppliers and vendors. Authorize the implementation and production conversions of system enhancements and new products.~Develop short and long term plans that integrate daily, monthly, and yearly goals with management objectives.~Facilitate the development of each team member to ensure continual training, periodic reviews, and career management.
-
Business Improvement AnalystPutnam Investments Jan 1997 - May 1998~Participate in the design of complex business improvement enhancements resulting from the reengineering vision and/or implementation of divisional initiatives.~Utilize tools such as flowcharts and other problem solving techniques.~Review specifications from Information Services Division (ISD) and develop testing scenarios based on knowledge of systems, workflow, processing procedures and user requirements.~Act as a liaison between business unit management and ISD during development and implementation.~Prepare and review all documentation and training materials to ensure that systems modifications are clearly communicated to the users.~Conduct divisional presentations on a periodic basis in conjunction with the Project Manager of department management.
-
Conversion SpecialistPutnam Investments 1995 - 1997
-
Plan AdministratorPutnam Investments 1994 - 1995
-
Various Positions Listed BelowPutnam Investments 1990 - 1994Technical Administrator: Technical Administrator: Retail Backoffice SupportCustomer Service Representative:Dedicated Broker Services
Maria Cogliano Skills
Financial Services
Process Improvement
401k
Business Process Improvement
Mutual Funds
Retirement
Relationship Management
Crm
Vendor Management
Risk Management
Project Management
Program Management
Management
Investments
Employee Benefits
Analysis
Pensions
Software Documentation
Training
Erisa
Securities
Retirement Planning
Defined Benefit
Customer Service
Change Management
Leadership
Business Development
Visio
Series 63
Business Analysis
Defined Contribution
Qualified Retirement Plans
Series 6
Business Requirements
Requirements Gathering
Benefits Administration
Insurance
Wealth Management
Integration
Strategic Planning
Team Building
Sdlc
Client Services
Outsourcing
Product Development
Pmo
Requirements Analysis
Access
Business Process
Ms Project
Maria Cogliano Education Details
-
Marketing
Frequently Asked Questions about Maria Cogliano
What company does Maria Cogliano work for?
Maria Cogliano works for Ss&c Technologies
What is Maria Cogliano's email address?
Maria Cogliano's email address is ma****@****ech.com
What is Maria Cogliano's direct phone number?
Maria Cogliano's direct phone number is +150880*****
What schools did Maria Cogliano attend?
Maria Cogliano attended Providence College.
What skills is Maria Cogliano known for?
Maria Cogliano has skills like Financial Services, Process Improvement, 401k, Business Process Improvement, Mutual Funds, Retirement, Relationship Management, Crm, Vendor Management, Risk Management, Project Management, Program Management.
Who are Maria Cogliano's colleagues?
Maria Cogliano's colleagues are Heather Wagner, Michael Diacont, Jonathan Jepson, Aura Ulloa Ordonez, Mingyan Shao, Sagar Makare, Gary Si.
Not the Maria Cogliano you were looking for?
-
María Inés Cogliano
Monte Chingolo -
-
Maria Teresa Cogliano
Italy -
Maria Cogliano
Parabiago
Free Chrome Extension
Find emails, phones & company data instantly
Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Aero Online
Your AI prospecting assistant
Select data to include:
Total price:
$0.00
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial