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Principal architect of the algorithm design and development for a retirement planning software that is revolutionizing how people plan for retirement.JourneyGuide is a new approach to retirement income planning. It’s simpler, faster and better than anything you’ve seen before. JourneyGuide allows you to interactively work with your clients’ and provide answers to their most important retirement questions. Together, we can revolutionize retirement. Clients only get one shot at retirement … Get it right from the start with JourneyGuide.
Journeyguide Planning Software
View- Website:
- journeyguideplanning.com
- Employees:
- 11
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Co-Founder, PresidentJourneyguide Planning Software Feb 2020 - PresentFort Wayne, Indiana Area
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Co-Founder, Chief Solution ArchitectJourneyguide Jun 2017 - Feb 2020Fort Wayne, Indiana AreaPrincipal architect of the algorithm design and development for a retirement planning software that is going to revolutionize retirement.JourneyGuide is a new approach to retirement income planning. It’s simpler, faster and better than anything you’ve seen before. JourneyGuide allows you to interactively work with your clients’ and provide answers to their most important retirement questions. Together, we can revolutionize retirement.Clients only get one shot at retirement … Get it right from the start with JourneyGuide.
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Vice President Of Internal Business Development OpportunitiesAsh Brokerage Oct 2014 - Jun 2017Fort Wayne, Indiana AreaAs Vice President of Internal Business Development Opportunities at Ash Brokerage, my principle responsibilities consisted of identifying key strategic projects that created competitive advantages for Ash Brokerage in the marketplace and collaborating with other business and operational leaders to develop and implement strategic direction. -
Vice President - Senior ManagerGoldman Sachs 2007 - 2014Greater New York City AreaManaged the global teams handling the firm’s $250B Alternative Investment and Mutual Fund investor trading platform. Provided professional career guidance, technology direction, and project governance. Partnered with senior Investment Management Division business leaders on strategic project planning, prioritization, requirements analysis, and new product launches.• Directed the design and rollout of industry leading hedge fund platform which provided annual savings over $1MM in operational and support cost reduction.• Automated the delivery of Private Placement Memorandum documents reducing legal risk by ensuring an auditable client distribution. Successfully delivered the $800K project ahead of schedule resulting in a streamlined request and approval process, leading to consolidation of duplicate middle-office roles.• Led the analysis, implementation, and launch of the centralized IMD Product Repository which unified business workflows and established clear ownership of product data across the division. Reduced trading and client communication errors by 80% caused by incorrect product reference data. -
Senior Software Analyst / DeveloperGoldman Sachs 1998 - 2007Greater New York City AreaDesigned and developed multi-tier applications for the global Private Wealth Management sales force.• Awarded US patent 8,401,949 for innovative design of the wealth projection component of CIO Tools, the primary asset allocation tool for PWM. Implemented all mathematical analytics such as risk, beta, market correlation, and back testing which led to 90% reduction in manual portfolio construction.• Designed, developed, and coordinated training of the Sales Desktop. Facilitated decommissioning of the legacy platform resulting in annual savings of $2.5MM.
Michael Smith Skills
Michael Smith Education Details
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3.85 Gpa -
Mathematics
Frequently Asked Questions about Michael Smith
What company does Michael Smith work for?
Michael Smith works for Journeyguide Planning Software
What is Michael Smith's role at the current company?
Michael Smith's current role is Co-Founder, President at JourneyGuide Planning Software.
What is Michael Smith's email address?
Michael Smith's email address is mi****@****ing.com
What is Michael Smith's direct phone number?
Michael Smith's direct phone number is +120140*****
What schools did Michael Smith attend?
Michael Smith attended University Of Kentucky, Houghton College.
What are some of Michael Smith's interests?
Michael Smith has interest in Spending Time With My Family, Education, Basketball, Tennis.
What skills is Michael Smith known for?
Michael Smith has skills like Business Analysis, Trading Systems, Software Project Management, Project Management, Sdlc, Management, Analysis, Strategy, Alternative Investments, Pmo, Financial Risk, Mutual Funds.
Who are Michael Smith's colleagues?
Michael Smith's colleagues are Ved P..
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Michael Smith
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Michael Smith
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6yahoo.com, cetat.org, princeton.edu, jhu.edu, pgcc.edu, pgcc.edu3 +124062XXXXX
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Michael Smith
Director Of Salesforce Operations At Sai360 | 6X Salesforce Certified | Certified Certinia/Psa AdminNew Milford, Nj3gmail.com, saiglobal.com, hearst.com1 (212) 6XXXXXXX
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Michael Smith
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