Michael V. Email & Phone Number

New York, NY, US

New York, New York, United States

• PROPOSAL REQUEST & RESPONSE MANAGEMENT | FARMING & CROSS POLLINATIONBFSI/CAPITAL MARKETS | CHANGE MANAGEMENT | BUSINESS PROCESS OUTSOURCING (BPO)
• Led data archeology initiative, facilitating reimagination of a master data management system, ensuring adherence to SEC, NSCC, and regulatory requirements at a leading BFSI firm.
• Transformed functions, turning around underperforming accounts from $3M to $6M in one year.
• Achieved 300% growth in the portfolio of buyers’ and influencers’ contacts, significantly expanding firm's footprint.
• Drove 30% increase in client portfolio via targeted sales and business development efforts, enhancing revenue growth and market presence in the financial services sector.
• Align client business requirements with service offerings to ensure optimal value delivery, enhance satisfaction, and foster long-term partnerships, promoting sustainable organizational growth.

New York, New York, United States

• SOLUTION SELLING | VALUE PROPOSITIONS | PRICING STRATEGY | NEGOTIATIONSACCOUNT MANAGEMENT | CLIENT ENGAGEMENT | LONG-TERM PARTNERSHIPS
• Conducted comprehensive assessment of existing FIS core banking system, identifying areas for enhancement and facilitating successful merger with another bank, leading to the development, integration, and.
• Led seamless delivery of top-tier consulting services for a high-visibility portfolio valued at $15M, ensuring exceptional client satisfaction and project success.
• Took full responsibility for maintaining account health, driving significant business growth exceeding 25%, and ensuring sustained client engagement.
• Provided expert IT consulting and advisory services to a diverse range of clients across multiple industries and sectors, delivering tailored solutions and fostering long-term relationships.

New York, New York, United States

• Provided dedicated family support while maintaining active engagement with industry developments and market trends in the financial services sector, ensuring readiness to re-enter the workforce with updated skills and.

New York, New York, United States

• ORGANIZATION GROWTH | C-SUITE EXECUTIVE ENGAGEMENT | STAKEHOLDER RELATIONSSTRATEGIC PARTNERSHIPS | PROPOSALS | PRESENTATIONS | CLIENT SATISFACTION
• Served as a liaison between HCL and major global banks/capital market firms to deliver customized solutions aligned with client requirements, propelling portfolio growth up to $20M by adding 20% in new business.
• Supervised 500 high-performing personnel across six locations to achieve strategic long-term business goals.
• Positioned HCL as a strategic client partner, fostering long-term relationships to achieve repeat business.
• Delivered robust IT consulting services to large-scale accounts while driving portfolio growth on a yearly basis.
• Identified opportunities to enhance service offerings, increasing revenue streams and client satisfaction.

New York, New York, United States

• DATA ARCHEOLOGY | MASTER DATA MANAGEMENT | REGULATORY REQUIREMENTSINNOVATIVE SOLUTIONS | VALUE PROPOSITIONS | HIGH-IMPACT PROJECTS | SOLUTION SELLING
• Managed high-visibility portfolio valued at up to $15M, overseeing the entire professional services engagement lifecycle from RFP/RFQ processes to client engagement, needs assessment, solution design, implementation.
• Developed and executed strategies to retain existing clients and drive new account growth, achieving 15% increase in new business.
• Provided strategic guidance to clients, influencing decision-making processes and driving business transformation initiatives.
• Analyzed competitive market trends to identify profitable opportunities and crafted targeted sales strategies.
• Facilitated Senior Executive Steering Committee, advising on strategy, negotiation of deliverables, assignment of roles, reporting structure and workflow while ensuring proper governance through industry best practices.

New York, New York, United States

• DATA MANAGEMENT | TECHNOLOGY PROJECT PORTFOLIO | PROJECT & PROGRAM MANAGEMENTBROKERAGE FIRMS | GOVERNMENT AGENCIES | REVENUE GROWTH | EMERGENCY TRANSFORMATION
• Directed a data management and technology-focused project portfolio with a budget of up to $30M for top brokerage firms, banks, and government agencies, driving substantial revenue growth and expanding account scope.
• Led senior program management for large organizations and portfolios with a focus on BFSI, consistently generating significant business growth and exceeding annual sales and revenue targets.
• Managed reimagination initiatives, including emergency transformations post-9/11, overseeing a portfolio valued at $125M.
• Enhanced the new work portfolio 15% through the implementation of streamlined project management processes.
• Ensured seamless project delivery by developing comprehensive designs, reporting structures, timelines, communications, resource allocation, and risk mitigation strategies, aligning with client objectives and strategic.

New York, New York, United States

• AGILE METHODOLOGIES | ENGAGEMENT MANAGEMENT | STAKEHOLDER MANAGEMENTC-SUITE COMMUNICATIONS | STRATEGIC PLANNING | PROJECT MANAGEMENTCONSULTING & ADVISORY SERVICES | RISK MANAGEMENT | LEADERSHIP
• Directed cross-functional teams to redesign trade/market data solutions, warehousing, and business process improvements for major brokerage firms and banks, ensuring alignment with client objectives.
• Developed and implemented comprehensive metrics, workflow maps, and policies to foster accountability, regulatory compliance, and operational excellence, enhancing efficiency and risk mitigation for client organizations.
• Facilitated the successful execution of change the bank (CTB) solutions, including conducting pre- and post-launch steering-level meetings to capture impacts across work areas, ensuring seamless implementation and.
• Optimized scope and headcount for key client accounts, consistently achieving 100% of stated billable hours.

New York, New York, United States

• CHANGE MANAGEMENT | PROCESS AUTOMATION | COST REDUCTION | TECHNOLOGY INTEGRATIONPERFORMANCE METRICS | CONTRACT NEGOTIATION | RELATIONSHIP BUILDING | MARKET ANALYSIS
• Conducted comprehensive assessments of current and target states, performed impact analyses, and led implementation efforts for business/IT and regulatory projects, ensuring alignment with market conditions and.
• Developed and executed strategic initiatives aimed at driving business growth and enhancing operational efficiency within the capital markets sector.
• Positioned CAPCO as a trusted partner and advisor for key clients, fostering strong relationships and delivering high-value solutions.

Edgewood, New York

• PROPOSAL DEVELOPMENT | PROJECT DELIVERY | BUSINESS INSIGHTSTREND ANALYSIS | OPERATIONS LEADERSHIP
• Devised and implemented investor communication service solutions and market/trade data applications for retail brokerage clients, ensuring compliance with NASD/SEC regulatory requirements and adherence to industry best.
• Successfully managed and delivered client trade and market data projects valued at $35M, consistently meeting project timelines and budgetary constraints.
• Supported and guided high-performing teams across 15+ major banking and brokerage clients, helping them achieve their business objectives and drive success.

Global Footprint

Brokerage Services Group Proxy Services / Issuer Services Data AnalystReport WriterProxy TabulationBusiness / IT TransformationMetric Driven Results