Michael Middleton Email & Phone Number

Hoboken, Nj, Us

Summit, Nj, Us

I 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.

I 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.

Contract 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.

Toronto, Ontario, Ca

Oversee 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.

Toronto, 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.

Toronto, 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.

Summit, Nj, Us

Oversaw 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.

Summit, 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.

Summit, Nj, Us

• Oversaw software training and client support for all US products. • Created and maintained documentation programs, including manuals and feature guides.

Oversaw 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.

Bridgewater, New Jersey, Us

Responsible 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.

New York, Ny, Us

Reviewed patent applications for biotechnology, pharmaceutical and engineering clients of firm. Light technical translation work (German).

Developed 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.

Multex.com, Edgar-Online.com, Suite101.com, many others

Identified 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.

B.A., Comparative Literature

Education record