Michael Sullivan, Pmp, Mba Email & Phone Number

Waltham, Massachusetts, United States

Wellesley, Massachusetts, United States

•Led joint user acceptance testing (JUAT) to production parallel engagement for new, full product suite client software implementation for large AUM client•Execute on client product strategies and maximizing ROI; collaborating with external stakeholders frequently (daily scrums, retrospectives) to maintain the product log and resource allocation within project parameters •Work through complex challenges in scope and resourcing to get the best possible outcomes for clients; produce a minimal viable product (MVP) and utilize iterative and scrum techniques (product log alignment and sprints) to achieve results•Perform analysis on current processes and files, breakdown inefficiencies, and recommend options to improve data model end to end •Executed a collaborative, end to end program for an existing client focused on enhancing their global data model as well as onboarding new business, using custom solutions across the product suite to satisfy client requirements within hybrid project environment•Work through complex challenges in scope and resourcing using Kanban boards and JIRA to allocate and track to get the best possible outcomes for clients; produce a minimal viable product (MVP) and utilize iterative and scrum techniques (product log alignment and sprints) to achieve results•Build proof of concept models and workflows to aid sales engineering in delivering for RFPs and statements of work

Boston Ma

Manage global client relationship for investment performance, collaborating, consulting, and managing resource allocation and scheduling with 85 operations professionals globally to meet challenges and RFPs where scalability and global consistency must be met. Maintain and oversee operations of 15,000 monthly data points for delivery.•Led project collating over 800K net asset value impacting transactions, worked with subject matter experts to break down by category, and analyze with talent assessments conducted to reallocate work to higher performing individuals and establish training recommendation per individual (400 total).•Led cross-functional team to produce escalation and responsibility matrix within supply chain, leading to reduction in discrepancies in data by 30% month over month.•Defined, negotiated, and managed client expectations for change requests, leading to completion of 50% more in 2020 without increasing costs internally or deprioritizing all together.•Reported and conducted presentations quarterly on KPIs, data analytics, reporting, and key metrics showing business performance and strategic progression.

Boston Ma

Managed 13-person team for all North America domiciled portfolios (~700 total), maintaining and encouraging transparent conversations about work allocation, individual goals, and being a positive influence on their career directions.Led project moving client deliverables from 50% completion by business day 10 each month to 90% in that same timeframe, leading to increased competitiveness of clients in a service differentiation market.Led a year-long, complex, cross-functional project to provide daily results for clients resulting in a 90% increase in data availability (roughly 15,000 data points) within a year of completion.Collaborated with internal audit and compliance teams to eliminate self-identified procedural and control gaps, evaluate, and establish more consistent parameters for outputs, leading to more complete explanations of contributors to client performance and a reduction in ad hoc requests of 15% and 20% in restatements.Led company mandated reduction in workforce in North America offices, offshored to India. Remained transparent and dedicated to team locally and offshore team, saw less than +1% in errors during the transition period of six months. Provided compensation and bonus distribution based on weighted system, co-created with global department head, to appropriately reward and disseminate compensation pool with transparent feedback.

Boston, Ma

Manage team of 3 members on Multi-Asset Class Strategy, providing solutions for complex client portfolio builds and alternative investmentsDesignated approver of ~400 portfolios completed by staff and based on operating procedures built in collaboration with staff and clients. Worked in a cross functional matrix with upstream and downstream supply chain COE groups to get reporting to clients in a timely manner with correct data creating designated outputs

Managed transition of 200+ accounts from the company's Toronto office to the Boston office; led transition, updated procedures, trained team new team members on accountsLed team in creating training modules for new employees in the Bangalore, India office, establishing correct procedures and policies for completing workIdentify corporate actions; work with corporate actions team to correct transaction affectAnalyze market effect on daily market movements to represent correct return streamsLead communication with various business units within SSgA globally, from beginning to end of work flow cycle; ensuring accuracy of data and sensitive reporting to clientsDevelop and grow relationships with clients and relationship managers aligning expectations and goalsCalculate returns for over 100 accounts in addition to leadership responsibilities

Receive daily accounting data to provide accurate performance numbers to clients invested in commingled, mutual, and hedge funds. Take into daily trading market effect, corporate actions, and cash flows to calculate accurate performance Set up and maintain new clients into the system accurately Work cooperatively with various groups within SSgA to produce clients with accurate and timely reporting, including the Operations, Marketing, and Client Relationship teams Part of successful systems transition team integrating new and more effective system from old accounting platform o Recommendations are made monthly to make data flow with minimal errors

Process trade confirmations from various brokers Work to amend cash breaks between counter parties and brokers Process and determine correct value of different kinds of securities such as bonds, futures, forwards, spots, and long and short equities

now Citi) is an integrated alternative investments platform that manages a wide range of products including private equity, hedge funds, and real estate. The Hedge Fund Administrative portion of the company was responsible for providing individuals within each hedge fund with correct investment values, returns on investment after management, incentive, and administrative fees. Provided cross training to groups across different types of funds to maximize group efficiencyManaged temporary staff and summer internsAssure group members deliverables are completed on the proper timetables established; Tie out realized/unrealized gain loss, cash, security values, and dividends daily to the brokerEngage with the client on a daily basis regarding trading and returns on daily transactionsMaintained the only Daily NAV fund in the company Maintain shareholder recorders for over 90 investors including all cash withdrawals and contributions

Master Of Business Administration - Mba, Business Administration And Management, General

Education and classes taken based on relevant market topics. Included: -Project Management -Internet Marketing, learning about SEO, SEM.

Bachelor Of Business Administration - Bba, Entrepreneurial And Small Business Operations

Bachelor Of Business Administration - Bba, Entrepreneurship/Entrepreneurial Studies

Bachelor Of Business Administration - Bba, Entrepreneurship/Entrepreneurial Studies

Master Of Business Administration - Mba

I focused my time in graduate school to areas that were relevant to the general marketplace, classes including: project management.

Bachelor Of Business Administration - Bba, Entrepreneurship/Entrepreneurial Studies

Bachelor Of Business Administration - Bba, Entrepreneurship/Entrepreneurial Studies

Bachelor Of Business Administration - Bba, Entrepreneurship/Entrepreneurial Studies