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.
• 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.
• 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.

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.
• 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.
• 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.

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.

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.

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.

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.

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