Michael Magee Email & Phone Number

New York, NY, US

Greater Philadelphia Area

Reporting to the Chief Executive Officer and responsible for overseeing all non-investment business management functions. Managed a team of 5 direct and 30 indirect reports and a budget of $12M. Responsibilities included Technology, Operations, Compliance, Product Management and Trading. Oversee existing and future firm infrastructure, including the.

Greater New York City Area

Head of Business ManagementReporting to the President and managed a team of 30 people, oversee the day-to-day management of the Firm's Institutional Client Service, Marketing, Private Client and Relationship Management functions. Responsibilities include:Devised an efficient organizational structure to meet technology, training and staffing/allocation.

Greater New York City Area

Director-Office of the Chief Investment Officer ("OCIO")Reporting to the Global CIO of $150 billion platform across twelve strategies, managed the day-to-day activities included all aspects of investment business operations. Responsibilities included: Controlled $60 million annual operating budget (reduced $5 million in annualized expenses) and financial.

Greater New York City Area

Director of Sales Planning and OperationsDirected the implementation and on-going development efforts of sales systems and customer relationship management ("CRM") initiatives. Initiatives included business process re-engineering, customer segmentation and the deployment of the Siebel Sales Enterprise application to over 300 end users. Developed an.

Newark, NJ

Fee Programs Developed strategies and supporting collateral material to promote the sale of mutual fund wrap programs.Developed collateral material and product focused marketing efforts for Mutual Fund Advisory Programs.Worked with sales/service teams to prioritize and implement program enhancements.Directed and supported the activities that enabled the.

Greater New York City Area

Various roles across Product Management, Audit and Operations.

Greater New York City Area

Internal Audit & Retirement Plan DepartmentsWorked with proprietary retirement plans and executed audits within the Mutual Fund and Asset Management Divisions.Conducted examinations of the various trading and processing areas to ensure compliance with Firm and regulatory policies. Included wrap programs, transfer agency and retail branch offices.Identified.

Master Of Science In Information Systems, Computer/Information Technology Administration And Management

Master Of Business Administration, Marketing Management

Certificate, Financial Planning

Bachelor Of Science (Bs), Business/Managerial Economics

Certificate Candidate, Chartered Retirement Planning Counselor ("Crpc), Financial Planning