Michael Philipps

Michael Philipps Email and Phone Number

Account Executive @ Freelance
Boston, MA, US
Michael Philipps's Location
Boston, Massachusetts, United States, United States
Michael Philipps's Contact Details

Michael Philipps personal email

About Michael Philipps

Detail-oriented, systemically driven professional with over 25 years’ experience in fund administration and consulting for the mutual fund and brokerage industry. Highly accomplished with a genuine passion for business strategy and supporting a progressive organization in optimizing performance and growth. Expert presenter, negotiator, and business decorum to forge solid relationships with strategic partners and build consensus. Outstanding negotiations and interpersonal skills result in solving complex challenges, expanding competitive market share, delivering sales growth, and forming strategic partnerships.

Michael Philipps's Current Company Details
Freelance

Freelance

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Account Executive
Boston, MA, US
Michael Philipps Work Experience Details
  • Freelance
    Account Executive
    Freelance
    Boston, Ma, Us
  • Citi
    Avp, Fund Services
    Citi Oct 2006 - Present
    Greater Boston Area
    Subject Matter Expert on the implementation team for Confluence's Unity Financial Reporting system.Decommission of RR Donnelly's FundSuite SX financial reporting system.Develop operational requirements, identify impacts, and manage workflow resolution prior to delivery to client as well as review processes from overseas staffWork with cross functional teams to develop test scripts, mitigate risks, and manage defect resolution for projectsConduct training sessions and support end users
  • On Common Ground
    Board Of Directors, Treasurer
    On Common Ground May 2014 - Jun 2015
    Attleboro, Ma
    Treasurer
  • Kkrb Consulting
    Owner Principal
    Kkrb Consulting Oct 2003 - Nov 2006
    Greater Boston Area
    Consultant to Citi Fund ServicesConsultant to DE Scott & Associates
  • State Street
    Avp
    State Street Nov 2001 - Oct 2003
    Greater Boston Area
    Directed and trained managers and analysts Oversaw client relationships and satisfaction levelsPlanned and reviewed financial, board, regulatory and management reporting for accuracy and adherence to SEC and IRS requirements, client agreements and internal policies Assessed operational effectiveness and productivity levels, suggest and implement improvements
  • Arthur Andersen Llp
    Manager
    Arthur Andersen Llp Apr 1998 - Sep 2001
    Greater Boston Area
    Develop and implement an automated trade surveillance system for a large money center bank and an unaffiliated hedge fund, deliver a solution to identify potential improper trading activity Develop policies, procedure and functional applications for a mutual fund supermarket, mutual fund transfer agencies and a private label ADR service centerExpert in front, middle and back office investment management operationsAdvise clients on mutual fund start-ups, outsourcing service models and operational efficiency improvements
  • Bisys Fund Services
    Director
    Bisys Fund Services Sep 1995 - Apr 1998
    Columbus, Ohio Area
    Responsible for Financial and Fund Administration for $25 billion in multi-class mutual fund assets across 11 clients
  • Merrill Lynch
    Avp
    Merrill Lynch Jan 1994 - Sep 1995
    Princeton, Nj
    Responsible for Financial and Fund Administration services for 5 mutual fund families
  • Sanford C. Bernstein
    Supervisor
    Sanford C. Bernstein Jun 1988 - Jan 1994
    Greater New York City Area
    Responsible for the integration of back office mutual fund operations within a brokerage environment

Michael Philipps Skills

Mutual Funds Fund Administration Policy And Procedure Development Process Improvement Business Planning Staffing Models Performance Measurement Software Implementation Software Project Management Management Consulting Operational Risk Management Quality Management Finance Portfolio Management Financial Services Securities Investments Financial Analysis Alternative Investments Investment Management Risk Management Equities Asset Management Hedge Funds

Michael Philipps Education Details

  • Long Island University, C.W. Post Campus
    Long Island University, C.W. Post Campus
    3.8 Gpa

Frequently Asked Questions about Michael Philipps

What company does Michael Philipps work for?

Michael Philipps works for Freelance

What is Michael Philipps's role at the current company?

Michael Philipps's current role is Account Executive.

What is Michael Philipps's email address?

Michael Philipps's email address is mi****@****ail.com

What schools did Michael Philipps attend?

Michael Philipps attended Long Island University, C.w. Post Campus.

What skills is Michael Philipps known for?

Michael Philipps has skills like Mutual Funds, Fund Administration, Policy And Procedure Development, Process Improvement, Business Planning, Staffing Models, Performance Measurement, Software Implementation, Software Project Management, Management Consulting, Operational Risk Management, Quality Management.

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