Michelle Vine Email & Phone Number

Denver, Co, Us

F2 Strategy, Inc provides boutique consulting services globally to support existing technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect.

Denver, Colorado, United States

Centennial, Colorado, United States

• Collected, analyzed and mined data from 14 vendor applications to design logical data models for in house ORACLE data warehouse reducing vendor dependencies by 80% • Oversaw and managed projects to build a new data warehouse, client web portal, and client reporting development • Managed team development resources and budget for annual development cycle while ensuring the team follows Agile SDLC development standards• Created data glossary, including ownership, roles, responsibly and lineage and for over 5000 data elements

New York City Metropolitan Area

• Prepare and present business requirement documents and technical requirements for technology initiatives and product enhancements • Served as the primary analyst on various projects including accounting platform upgrades, data feeds to trading platform, enhancements, product integrations, new client portal • Lead internal fact-finding discussions to document project goals, workflows, complex business needs, gaps, and opportunities

New York City Metropolitan Area

• Analyst on accounting platform conversion from APL, Portia and SunGard Charlotte to FIS AddVantage Trust Accounting System, simultaneously converting our custodian from 6000+ segregated accounts to a single omnibus account thus reducing DIER 2 charges• Lead end user training, front office demos and fact finding discussions to integrate new platform seamlessly into the business

New York City Metropolitan Area

• Serve as the primary escalation point to resolve day-to-day accounting exceptions and respond to client/auditor inquiries • Review current workflow process to update transaction data feeds to cut down on account related transaction discrepancies

Brattleboro, Vermont, United States

White Plains, New York, United States