Michael Middleton

Michael Middleton Email and Phone Number

Cloud and SaaS - Product Design and Program Management @ Markov Processes International (MPI)
Hoboken, NJ, US
Michael Middleton's Location
Hoboken, New Jersey, United States, United States
Michael Middleton's Contact Details

Michael Middleton work email

Michael Middleton personal email

n/a
About Michael Middleton

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)

Michael Middleton's Current Company Details
Markov Processes International (MPI)

Markov Processes International (Mpi)

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Cloud and SaaS - Product Design and Program Management
Hoboken, NJ, US
Employees:
36
Michael Middleton Work Experience Details
  • Markov Processes International (Mpi)
    Cloud And Saas - Product Design And Program Management
    Markov Processes International (Mpi)
    Hoboken, Nj, Us
  • Markov Processes International (Mpi)
    Cloud/Saas - Product Design & Program Management
    Markov Processes International (Mpi) Aug 2020 - Present
    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.
  • Towardxr
    Co-Founder
    Towardxr Oct 2017 - Present
    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.
  • Odyssean Digital Asset Management
    Chief Of Staff
    Odyssean Digital Asset Management May 2020 - Aug 2020
    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.
  • Foresters Financial
    Head Of Programs & Solutions
    Foresters Financial Jan 2019 - May 2019
    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.
  • Foresters Financial
    Director, Retirement & Holistic Planning Product Management
    Foresters Financial Jan 2018 - Dec 2018
    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.
  • Foresters Financial
    Director, Enterprise Product Management
    Foresters Financial Oct 2016 - Jan 2018
    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.
  • Markov Processes International
    Executive Vice President - Global Client Services
    Markov Processes International 2013 - 2016
    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.
  • Markov Processes International
    Vp/Director - Us Client Services
    Markov Processes International 2007 - 2013
    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.
  • Markov Processes International
    Senior Analyst
    Markov Processes International 2004 - 2007
    Summit, Nj, Us
    • Oversaw software training and client support for all US products. • Created and maintained documentation programs, including manuals and feature guides.
  • Quantvest Inc. (An Affiliate Company Of Markov Processes International)
    Chief Compliance Officer
    Quantvest Inc. (An Affiliate Company Of Markov Processes International) Dec 2012 - Jan 2015
    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.
  • Lightspeed Research
    Asst. Sampling Coordinator
    Lightspeed Research 2003 - 2004
    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.
  • Kenyon & Kenyon
    Patent Review (Contract Position)
    Kenyon & Kenyon 2003 - 2003
    New York, Ny, Us
    Reviewed patent applications for biotechnology, pharmaceutical and engineering clients of firm. Light technical translation work (German).
  • Allresearch
    Senior Researcher
    Allresearch 2001 - 2002
    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.
  • Columnist/Editor
    Multiple Companies
    Columnist/Editor 1999 - 2001
    Multex.com, Edgar-Online.com, Suite101.com, many others
  • Ctb International Publishing
    Staff Writer/Contributing Editor
    Ctb International Publishing Aug 1996 - Dec 1999
    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.

Michael Middleton Skills

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 Vendor Management Team Management Team Leadership Finance Mpi Stylus Pro Strategy Investment Advisor Compliance Microsoft Office 403 B Investment Strategies Program Management Risk Management Marketing Microsoft Excel Customer Lifecycle Management Event Management Quantitative Analytics Project Management Office Employee Training Product Management Regulatory Compliance Blockchain Python Business Strategy Management Analysis Project Management Analytical Skills Due Diligence Research Vendor Relationship Management Marketing Strategy Xbrl Series 65 Kyc Crm 401 Retirement Savings Plans Hedge Funds

Michael Middleton Education Details

  • Rutgers University
    Rutgers University
    Comparative Literature
  • Millburn High School
    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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