Michael Owen Email & Phone Number

New York, NY, US

• Articulating Strategic Vision Across Wealth & Investments Businesses – Describing future state client, advisor, product, operations and roadmap to achieve using, fintech, business & technology for brokerage, managed.
• Championing Mission-critical Business and Technology Programs – Overseeing complex cross-functional programs to ensure product, operations, regulatory and business growth goals are achieved. Collaborating with product.
• Ensuring Oversight Committee Excellence – Secretary for the Advice & Planning Services Oversight and Execution Committees. Managing committee agenda and special programs related to overseeing $200B in assets across the.
• Culture Head for Employee Engagement – Headed eight member Employee Culture & Engagement Committee for 150-person Individual Solutions organization. Fostered a thriving culture by reviewing employee culture survey.
• Business Risk Mitigation Partner – Collaborating with product, legal and compliance to identify and address legal, regulatory and operating risks through policy, process or technology updates.
• Strategic Capital and Vendor Budget Management – Ensuring capital for strategic & operating programs are prioritized and funds are used according to plan. Ensuring vendor relationships, contracts and invoices are.

New York, NY, US

• Delivered 6X Asset Growth – After transforming the Brokerage platform and operation, finalized transformation and establish the next 3-year product strategy. Between 2011 – 2021, transformation efforts propelled the.
• M&A Wealth & Investments Execution Executive for $27B EverBank Merger – Accountable for completing all Wealth, Brokerage, World Markets Currency & Metals assessments, future state business model development, future.
• Built Fintech Assessment Ecosystem to Identify Partnership Opportunities – Identified nation-wide savings, investment and education gaps as barriers to building wealth. Built a fintech evaluation framework that.
• Co-led Institutional Brokerage Conversion for Two Important Institutions – Co-led the TIAA’s Institutional Retirement Sole Record Keeping plan conversions for two of TIAA’s most important and high-profile institutional.

New York, NY, US

• Headed Ambitious Transformation, Delivered 3X Growth - Appointed to transform the Brokerage business after writing 10-year enterprise strategy. Responsible for establishing the Business Transformation organization and.
• Fintech Evaluation and Selection with Multi-year Deal Negotiation – Collaborated with consulting partners on industry research, assessment & selection of brokerage fintech partner. Personally negotiated a multi-year.
• Built Continuous Improvement and Cost Savings Culture – Championed Six Sigma culture deployment in the Brokerage Operation. Sponsored employee selection, green belt training and related cost improvement projects to.
• Oversaw Institutional Brokerage Window Conversion team – Managed team that educated institutions on brokerage account conversion activities and converted accounts and assets and for high-profile institutions.

New York, NY, US

• Integral Member of the CEO ’s Corporate Strategy Definition - Collaborated with four senior executives and was individually accountable for defining the 10-year $1T AUM strategy. Focused on retail product & operations.
• Thought Leader for Brokerage Self-Clearing Model – Co-led initiative to explore moving to an outsourced self-clearing brokerage operating model to increase profitability & reduce expenses. Assessed vendors, built.
• Co-led $64B Breakout Growth Imperative - Partnered with all Product executives to review all 80 products and deploy resources to drive organic growth. Implemented a world-class product growth discipline and execution.
• Solved Major Capacity Constraints, Scaling Brokerage Onboarding by 3X - Led team to build the first Brokerage online client and advisor enrollment system plus new operational workflow. Provided technology and.
• Mitigated Corporate “Run on the Bank” Risk in Advance of 2008 Economic Collapse – Partnered with the CFO & leadership to build the General Account and Real Estate Account liquidity guarantee “run on the bank”.
• Mutual Fund Architect - In Asset Management (Nuveen), owned cross-organizational business process definition, process improvement opportunities & seed and public funding for two new closed end mutual fund launches.

University Of Richmond, VA, US

Washington, D.C., US

Cambridge, MA, US

• Responsible for managing all aspects of the largest multi-year consulting engagements, including client management, program delivery, solution design, budget, team, PMO methodologies and routines for Fortune 100.
• Selected to turn around high-profile clients and engagements at Citibank, American Express and AIG with a team of business, consulting and technology professionals. Triaged committed versus built capabilities, assessed.
• Managed programs focusing on retail banking, call center, international funds transfer, insurance sales, operational servicing and check deposit processing solutions using leading edge web & workflow process automation.
• Supported sales executives in the identification, definition, assessment, sizing, estimating of sales opportunities
• Member of team that developed the Agile program implementation methodology that moved the Professional Services enterprise from a Waterfall-based methodology to an iterative methodology and piloted PMO tools.

• Led Definiton, Design, Development and Testing with team of business analysts for Regional and National Banking and Credit Card customers.
• Developer responsible for Banking and Investment Risk data warehouse development, data mart and ETL applications for large corporate and retail banks.

Mba, Mccoll School Of Business, Strategy, Operations, Leadership And General Management

Customer Experience Executive Program

Broyhill School Of Management - Management Information Systems

Bs, Industrial Management