Michael Middleton Email and Phone Number
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Michael Middleton personal email
I love building and managing teams to tackle client, product, and operations needs. I also have a strong understanding of compliance, governance, and regulatory matters - both in the financial space, and in broad contexts related to extended reality (XR) and artificial intelligence (AI) technologies. I currently oversee programs and help drive products for Markov Processes International, a leading quantitative software solutions provider serving the asset and wealth management areas. I've formerly worked in direct asset management and broker-dealer product development and operations. Experienced in managing engineers to build front- and back-end cloud-based SaaS solutions for financial services, including in Python, React, JavaScript, etc. AWS, etc. Overseeing a pilot program chatbot and other AI-project design and implementation, ChatGPT and other LLMs. Heavy involvement in AI governance, safety, and user application work across multiple industries. I am comfortable with regulatory regimes in the US, Canada, UK, BVI, and a number of other regions. Certified anti-money laundering specialist (CAMS); hold additional certifications in compliance, risk, and investment operations and risk in the US, UK, and Canada. Direct experience with the SEC, FINRA, FCA, BVI regulatory authorities.Co-founder of TowardXR/SeedBolt Studios, boutique firms at the forefront of AR, VR, digital twins video games, etc.. I retain a 10% stake.Passionate about the Effective Altruism movement/earning-to-give.Member: IEEE Global Initiative on Ethics of XR Working GroupVirtual Experience Research Accelerator (VERA) Committee on Ethics & PrivacyIEEE Metaverse Working GroupCFP FinTech Advisory BoardXR Safety Initiative - Guardians & Shield Framework (Research Team)Coursework includes the BlueDotImpact AI Safety Governance course, and Stanford University Ethics, Technology + Public Practitioners courses. Multiple publications in XR Ethics, privacy, open data, etc. Speaker at universities including: Harvard University - Princeton University - Massachusetts Institute of Technology (MIT) Oxford University (UK) - Cambridge University (UK) - University of Pennsylvania Columbia University - Queens College (Northern Ireland) - Imperial College London (UK)Rutgers University - Villanova University - McGill UniversityCourant School of Mathematics @ NYU - Syracuse University - Trinity College (Ireland)University of Edinburgh (UK) - St. Andrews (UK)San Diego State - University of California at San Diego - Warwick University (UK)
Markov Processes International (Mpi)
View- Website:
- markovprocesses.com
- Employees:
- 36
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Cloud And Saas - Product Design And Program ManagementMarkov Processes International (Mpi)Hoboken, Nj, Us -
Cloud/Saas - Product Design & Program ManagementMarkov Processes International (Mpi) Aug 2020 - PresentSummit, Nj, UsI returned to MPI in 2020 and currently head up program management, while also serving as a key designer on our cloud/SaaS products and solutions.As we have begun our shift to a cloud-first environment, I have supported our Head of Product by overseeing requirements gathering and finalization; wireframing; work with our UI/UX team to finalize the look and feel required for our experiences; client interviews; and more. My prime focus in this space currently is the redesign and expansion of our web-based offerings for retail advice and wealth management, drawing upon my years overseeing Retirement for a broker-dealer/asset manager. I will also be playing a key role in the expansion of our experiences to support the broader wealth and asset management industries, including on the institutional side.I continue to serve as an acting product manager for our flagship desktop product, and have also been engaged on key elements in documentation, training, etc. Last summer, I oversaw the design and testing of our firm's first experimental AI solution, in coordination with a developer. -
Co-FounderTowardxr Oct 2017 - PresentI am the co-founder of TowardXR and SeedBolt Studios, both of which focus on 2D/3D interactive experiences and game development. I maintain a 10% stake in the firms.Clients range from major tech and Fortune 500 companies to boutique studios, with specialties in:- digital twins- Metaverse and XR consulting- retail activations- social media filters and experiences- etc. -
Chief Of StaffOdyssean Digital Asset Management May 2020 - Aug 2020Contract position. Oversaw numerous aspects of firm day-to-day and strategic execution items, in close coordination with the founder/President/CIO.• Complete overhaul of firm AML/KYC standards and policies, to conform to British Virgin Islands (BVI) anti-money laundering regulations and procedures. Included direct work as liaison to regulators.• Onboarded Jira project management software for team; coordinated and ran group meetings.• Ran multiple elements of the HR process, including candidate screening.• Oversaw 3rd-party due diligence and KYC standards applications, both for crypto exchanges and subscribers.
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Head Of Programs & SolutionsForesters Financial Jan 2019 - May 2019Toronto, Ontario, CaOversee all product and program management for three areas of the business: Retirement, Holistic Financial Planning, and Broker/Dealer Due Diligence. • Drive 1,3,5-year product roadmaps for $8B+ AUM in IRA, SEP, 403(b), 457, with influence in management of associated 40 Act mutual funds and managed accounts.• Co-designed new managed account and allocation fund solutions for retail investors.• Redesigned broker-dealer due diligence for products, including annuities/life insurance.• Managed team that coordinated extensive rep/advisor sales support, RFP processing, and the onboarding of new financial planning tools including MoneyGuidePro. -
Director, Retirement & Holistic Planning Product ManagementForesters Financial Jan 2018 - Dec 2018Toronto, Ontario, Ca• Co-created reporting and data analytics to help 40+ branch offices recognize and act on product distribution capabilities.• Oversaw design and implementation of new conceptual financial wellness programs, as well as plans for standardization efforts across 1,000+ branded pieces of content• Strategic review of sales tools and internal tools leading to 1,3,5-year plan for rationalization and improvement. -
Director, Enterprise Product ManagementForesters Financial Oct 2016 - Jan 2018Toronto, Ontario, Ca• Delivered roadmaps for digital client and advisor experiences, financial wellness, and potential product management enhancements, with an emphasis on long-term strategic implications of advice.• Performed analysis of entire robo advice industry, including key players, to advise on digital strategy considerations.• Oversaw firm design of DoL Conflict of Interest/Fiduciary Rule due diligence programs.• Worked with Canada and UK offices on multi-geography plans for client experience enhancement. -
Executive Vice President - Global Client ServicesMarkov Processes International 2013 - 2016Summit, Nj, UsOversaw global client services and programs for financial technology, software, and consulting firm, including elements of product development, vendor management, data, business continuity, risk, human resources, and compliance.• Managed global software support and quantitative consulting teams in the US, London, and Moscow, generating more than 100,000 unique client touch datapoints a year.• Maintained a 90% or better annual software renewal rate across products during entire tenure.• Led key team driving software business requirements, bug testing, and software implementation/training, for our desktop, mobile, and SaaS/cloud products. -
Vp/Director - Us Client ServicesMarkov Processes International 2007 - 2013Summit, Nj, Us• Oversaw development and management of client services teams/call centers in US, London, Moscow.• Led Salesforce CRM onboard and drove business intelligence via data and analytics development.• Planned and executed annual conferences for 250+ client attendees globally. -
Senior AnalystMarkov Processes International 2004 - 2007Summit, Nj, Us• Oversaw software training and client support for all US products. • Created and maintained documentation programs, including manuals and feature guides. -
Chief Compliance OfficerQuantvest Inc. (An Affiliate Company Of Markov Processes International) Dec 2012 - Jan 2015Oversaw floor-to-ceiling creation of compliance culture and department for RIA, including code of ethics, policies and procedures, AML/KYC, and monitoring/testing. Successfully led firm to pass first-ever independent 3rd-party compliance audit. Assisted in evaluation of possible product launches in multiple spaces, including liquid alternatives.
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Asst. Sampling CoordinatorLightspeed Research 2003 - 2004Bridgewater, New Jersey, UsResponsible for data management, statistical sampling and sample analysis for international web-based market research surveys.• Key project team member on launch/management of research panel/office in Sydney, Australia. Onsite work at Sydney location.• Reported on data for panels including Healthcare, Australia, Financial, and numerous international (foreign-language) panels including the US Hispanic (Spanish-language) panel. -
Patent Review (Contract Position)Kenyon & Kenyon 2003 - 2003New York, Ny, UsReviewed patent applications for biotechnology, pharmaceutical and engineering clients of firm. Light technical translation work (German). -
Senior ResearcherAllresearch 2001 - 2002Developed research/analysis infrastructure for custom research products targeted to Fortune 500 clients and vertical market sectors. Direct sales support via ad hoc and subscription-based intelligence reports. Manager for predictive analysis projects based on internet data gathering.
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Multiple CompaniesColumnist/Editor 1999 - 2001Multex.com, Edgar-Online.com, Suite101.com, many others
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Staff Writer/Contributing EditorCtb International Publishing Aug 1996 - Dec 1999Identified and developed intelligence reports on noteworthy treatment regimens for worldwide Phase I-IV clinical trials. Focus on Oncology, AIDS/HIV, Endocrinology and Hematology. Oversaw subscriber demographic and data gathering project for new periodical launch. Contributing editor, multiple periodicals.
Michael Middleton Skills
Michael Middleton Education Details
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Rutgers UniversityComparative Literature -
Millburn High School
Frequently Asked Questions about Michael Middleton
What company does Michael Middleton work for?
Michael Middleton works for Markov Processes International (Mpi)
What is Michael Middleton's role at the current company?
Michael Middleton's current role is Cloud and SaaS - Product Design and Program Management.
What is Michael Middleton's email address?
Michael Middleton's email address is mm****@****ses.com
What schools did Michael Middleton attend?
Michael Middleton attended Rutgers University, Millburn High School.
What skills is Michael Middleton known for?
Michael Middleton has skills like Leadership, Team Building, Sec, Business Continuity Planning, Anti Money Laundering, Salesforce.com, Technical Training, Training And Development, Software As A Service, Data Analysis, Investments, Variable Annuities.
Who are Michael Middleton's colleagues?
Michael Middleton's colleagues are Olga Krasotkina, Kristi Russo, Tyler Lowe, Rocco Schiavone, Megan Woods, Cfa, Galina Fuks, Dariusz Trzcionla.
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