Michael Walpole Email & Phone Number

Boston, MA, US

Quincy, Massachusetts, United States

• Operations leader for deployment of POTs replacement project with staff of 50 and growing.
• Grew monthly deployment volume by greater than 900% in the first six months.
• Ongoing process improvement and automation to provide scalability and increase success rates.
• Provide support for sales organization on large scale opportunities.
• Report progress to Senior Stakeholders: project status, new ports activated, & integration success rates.

Quincy, Massachusetts, United States

• Operations Integration Program lead for recently acquired company and product line.
• Development of program charter and overall integration plan.
• Ongoing facilitation of workstream meetings with assigned leads and assignment of key tasks with target completion dates.
• Development of Risk Control Matrix and associated mitigation strategies.
• Report progress to Senior Stakeholders and receive direction as needed.
• Ongoing engagement with sales on mobility opportunities. Lead PM for POCs and lab tests.

Quincy, Massachusetts, United States

• Developed internal processes for new POTs replacement product.
• Lead Project Manager for proof-of-concept deals: Epik product.
• Extensive engagement with sales on mobility opportunities (voice and data).
• Led weekly and bi-weekly sessions with Product, Finance, and Operations on Mobility projects and process.
• Coordinated installs with end users, Granite IW, and Granite repair technicians.
• Ensured project deadlines are met, keeping various tasks moving toward this goal.

Quincy, Massachusetts, United States

• Assumed ownership of all Network Integration products.
• Documented product guides, business rules, and process guides for all new offerings targeted for Network Integration team.
• Developed a comprehensive e-signature solution, including: vetting competitors, completing demos, financial analysis, integration plans, training plans, and development roadmap.
• Developed a framework for a Managed Help Desk solution: operations model and process, financial modeling, and business rules.
• Developed a framework for a full scale Warehousing solution: operations model and process, financial modeling, and business rules.

Quincy, MA

• Managed a team of 20 project managers, 20 mobility operations team members, and 6 product managers.
• Developed a Mobility Product team, with specific focus on developing processes, procedures, and business rules associated with new deployments.
• Conducted pre-sale meetings with prospects to provide overview of project management principles and to set expectations for timelines, roles and responsibilities, and potential risks.
• Completed operational review and re-tooling for Grid product. Partnered with Sales, Provisioning, and Network Integration to reduce delivery SLA from 30 days to 15 days, resulting in lower cost and faster revenue.
• Completed operational correction of Mobility Operations team, resulting in: offering of same day ports, reduction in SLA for new orders to next business day, and cost reduction associated with closing unnecessary.

Quincy, MA

• Managed a team of 20 project managers, 20 mobility operations team members, and 6 product managers.
• Developed a Mobility Product team, with specific focus on developing processes, procedures, and business rules associated with new deployments.
• Conducted pre-sale meetings with prospects to provide overview of project management principles and to set expectations for timelines, roles and responsibilities, and potential risks.
• Completed operational review and re-tooling for Grid product. Partnered with Sales, Provisioning, and Network Integration to reduce delivery SLA from 30 days to 15 days, resulting in lower cost and faster revenue.

Quincy, MA

• Oversaw a team of 80 project managers, handling all large scale and highly complex implementations.
• Developed a PMO, with 4 team members monitoring and controlling all projects and providing guidance and a point of escalation to project managers.
• Conducted pre-sale meetings with prospects to provide overview of project management principles and to set expectations for timelines, roles and responsibilities, and potential risks.
• Conducted quarterly on-site meetings with sales leadership to review current projects, address any potential concerns with implementations, and train sales staff on new processes or procedures.
• Acted as lead writer for risk management, business continuity, and application testing plans for EIS RFP.
• Led coaching sessions for junior level project managers / coordinators on several topics, including: leadership, program management, managing meetings, project administration, and communication.

Quincy, MA

• Program manager for Boston based daycare provider, led several projects resulting in increased footprint and revenue.
• Led coaching sessions for junior level project managers / coordinators on several topics, including: leadership, program management, managing meetings, project administration, and communication.

Boston, MA

Coordinated and executed investment initiatives and operational agenda for the Alternatives Operations division: hedge fund administration, private equity / real estate servicing, fund of fund custody, and cash processing for alternatives. Managed and oversaw strategy and execution team based in Boston, MA. Coordinated new fund / series setup, including.

Boston, MA

Provided leadership and administering the delivery of transfer agent and shareholder service operations to hedge fund clients. Directed the development of new products and services and the onboarding of new hedge fund clients for the Transfer Agent. Trained and developed managers and staff. Administered transfer agent control environment to ensure that.

Quincy, MA

• Management and oversight of the Account Services, Tax Operations, and Product Support departments within Wealth Manager Services.
• Oversight of a department of 33 on shore and 15 offshore employees, with responsibility for account setup, maintenance, asset marshaling, closing, transfer statements, wash sales processing, and year-end tax reporting.
• Served as the product owner and primary client trainer for a newly designed account opening tool that serves as a front-end tool for accounts being opened on the SEI platform.
• Oversight of the design, testing, training, and client adoption of the tool. Lead for account services and tax operations for new business conversions and overall governance.
• Project lead for revenue uplift and contract repapering initiative. Coordination of weekly updates to executive management, oversight of vendor for coordinated mailing of notifications, and active engagement with.
• Extensive project management and financial planning activities, including: process improvement activities, database enhancement projects, formulation of the yearly budget, and monthly forecast updates and variance.

Boston, MA

• Ownership and coordination of the year-end process: the completion, review, and mailing of tax reports for approximately 40,000 accounts, including: 1099, 1041, 990, & 1042-S.
• Extensive project management and financial planning activities, including: process improvement activities, database enhancement projects, formulation of the yearly budget, and monthly forecast updates and variance.
• Participated in client presentations to provide subject matter expertise for tax reporting issues and questions.
• Periodic scenario analysis focusing on the following areas: expense analysis, revenue projections, volume thresholds, vendor contracts, relationship profitability, and 5 year planning.
• Extensive project management and process improvement, including: platform integration projects and new business conversions.

Boston, MA

• Managed the completion of the corporate wide forecast (3 year forecast) on a monthly basis.
• Interacted with various business units and reviewed the upcoming revenue and expense forecast, with detailed reporting supplied to Senior Management.
• Coordinated the completion of the annual budget, and its adherence to the corporate 5-year plan.
• Trend analysis, which included extensive scenario analysis for core revenue and compensation in future years.
• Review and approve the 3 year revenue and compensation trend model, to include all accompanying analysis and reporting.

Boston, MA

• Project leader and team member on various process improvement and expense reduction projects.
• Extensive data collection, scenario analysis, time and motion studies, financial modeling, results interpretation and presentation of recommendations to management.
• Prepared and submitted Monthly Forecast to Business Planning Group and assisted with the Divisional Roll-Up and submission to the Finance office.
• Analyzed and reported monthly financial issues and provided metric tracking to central financial office.
• Researched, prepared, and submitted the yearly budget.

Msas, Financial Economics

Ba, Psychology / Business Management