Mike Thebado

Mike Thebado Email and Phone Number

Wealth Management Technology Consultant @ WealthTech Alliance
wilmington, delaware, united states
Mike Thebado's Location
Greater Boston, United States
Mike Thebado's Contact Details

Mike Thebado personal email

About Mike Thebado

Consultant with extensive experience designing, implementing and managing technology, operations, and financial product solutions for the wealth and investment management industries. Proven track record of eliciting and articulating client requirements, evaluating alternatives and defining and implementing successful solutions to address issues, or capitalize on market opportunities.Specialties: Business requirements identification and communication, alternatives evaluation, research and analysis, vendor selection, new product development and launch, and focus group facilitation.Client reporting, investment performance measurement, account aggregation, managed accounts, asset allocation, global investments, asset pricing, trust accounting, and asset-backed securities.

Mike Thebado's Current Company Details
WealthTech Alliance

Wealthtech Alliance

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Wealth Management Technology Consultant
wilmington, delaware, united states
Website:
wealthtechalliance.com
Employees:
5
Mike Thebado Work Experience Details
  • Wealthtech Alliance
    Consulting Partner
    Wealthtech Alliance Jul 2008 - Present
    Greater Philadelphia Area
    Founding Partner of the WealthTech Alliance, a network of experienced and independent consultants specializing in Information Technology and Middle and Back Office Operations within the Wealth Management industry.
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  • Sei
    Solutions Architect
    Sei Mar 2007 - Jun 2008
    Greater Philadelphia Area
    Responsible for the definition and evolution of the Wealth Processing, Asset Management and Back Office Outsourcing Solution offered to clients in the Private Banking and Trust markets within North America.
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  • Sei Investments
    Product Director
    Sei Investments 2003 - Mar 2007
    Greater Philadelphia Area
    Managed a team of product managers responsible for the client statements, performance reporting, administrative workstation, archival services and global investments support components of the solutions offered to SEI's Private Banking and Trust clients in North America.
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  • Sei Investments
    Technology Director
    Sei Investments 1999 - 2003
    Responsible for technology projects in support of SEI's solutions offered to the Registered Investment Advisor market in the United States. Projects included support for the initial two versions of SEI's Managed Accounts offering, including statements and performance reporting.
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  • Sei Corporation
    Program Director
    Sei Corporation 1997 - 1999
    Greater Philadelphia Area
    Defined and developed SEI's primary client statement component, the Advanced Personal Trust Statement. Organized and led the client focus group which drove the design of the statement offering. Directed all aspects of the development and implementation through the initial production launch of the statement component.
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  • Sei Corporation
    Program Manager
    Sei Corporation 1994 - 1997
    Greater Philadelphia Area
    Responsible for the initial concept, definition, design and development of SEI's first client-server information delivery and reporting tool for institutional end investors, CustodyStation.Co-managed program to develop support for the industrywide transition to three-day settlement (T+3) of equities securities trades.
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  • Sei Corporation
    Product Manager
    Sei Corporation Mar 1990 - 1994
    Greater Philadelphia Area
    Responsible for overseeing the ongoing maintenance and enhancement for the securities pricing, securities processing and global securities support components of SEI's solutions for the Trust market in North America.
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  • Sungard
    Product Manager
    Sungard Mar 1989 - Feb 1990
    Greater Boston Area
    Led a detailed evaluation of overlapping and technologically incompatible product lines, and recommended strategy alternatives to guide product line consolidation and enhancement priorities.
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  • Warrington Associates / Sd Financial
    Product Manager
    Warrington Associates / Sd Financial Jan 1987 - Feb 1989
    Greater Boston Area
    Assumed responsibility for product management of the FUNDTRAC offering to the U.S. thrift industry.Formally evaluated and recommended acquisition of a competitor offering a PC-based investment portfolio processing product. Acquired product achieved predicted dominant market position.
  • Sei Corporation
    Product Manager
    Sei Corporation Oct 1984 - Jan 1987
    Greater Boston Area
    In conjunction with SEI's purchase of Index Systems, joined the Product Management Team responsible for SEI's FUNDTRAC solution for Bank Treasury Departments. Responsible for significant enhancements to that system to accommodate emerging markets for mortgage- and asset-backed securities.Defined and oversaw successful delivery of the first PC-based adjunct to the company's mainframe-based securities accounting system.
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  • Index Systems
    Associate Consultant
    Index Systems Apr 1984 - Sep 1984
    Greater Boston Area
    Entry-level consultant for established technology consulting firm specializing in the Banking, Trust and Wealth Management industries. Participated in several significant consulting engagements, including a major systems selection project for a leading regional bank.
  • New England Merchants National Bank
    Assistant Trust Officer
    New England Merchants National Bank 1983 - Apr 1984
    Greater Boston Area
    Chosen to act as primary liaison for a major trust systems conversion project involving an acquired bank. Also evaluated and defined requirements for proposed enhancements to the bank's trust system.
  • New England Merchants National Bank
    Management Trainee
    New England Merchants National Bank 1981 - 1983
    Participant in formal training program for prospective Bank Officer's. Assigned to Trust Operations Support Group. Directed numerous small technology enhancement projects.

Mike Thebado Skills

Financial Services Investments Strategy Wealth Management Asset Management Business Analysis Securities Consulting Equities Product Management Banking Leadership Vendor Management Portfolio Management Mutual Funds Risk Management Project Management Reporting Systems Emerging Markets Asset Allocation Trading Systems Reports Vendor Selection Trust Accounting Inv. Performance Reporting Multi Currency Accounting Securities And Pricing Data

Mike Thebado Education Details

  • The Wharton School - Univ. Of Penn.
    The Wharton School - Univ. Of Penn.
    Decision Sciences
  • The Roxbury Latin School
    The Roxbury Latin School

Frequently Asked Questions about Mike Thebado

What company does Mike Thebado work for?

Mike Thebado works for Wealthtech Alliance

What is Mike Thebado's role at the current company?

Mike Thebado's current role is Wealth Management Technology Consultant.

What is Mike Thebado's email address?

Mike Thebado's email address is mt****@****ail.com

What is Mike Thebado's direct phone number?

Mike Thebado's direct phone number is +130250*****

What schools did Mike Thebado attend?

Mike Thebado attended The Wharton School - Univ. Of Penn., The Roxbury Latin School.

What are some of Mike Thebado's interests?

Mike Thebado has interest in Politics, Economic Empowerment.

What skills is Mike Thebado known for?

Mike Thebado has skills like Financial Services, Investments, Strategy, Wealth Management, Asset Management, Business Analysis, Securities, Consulting, Equities, Product Management, Banking, Leadership.

Who are Mike Thebado's colleagues?

Mike Thebado's colleagues are Fasusi Akinmuyide.

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