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@wealthtechalliance.com
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3 phones found area 302 and 610
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LinkedIn matched
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Mike Thebado is listed as Consulting Partner at WealthTech Alliance, a company with 5 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at wealthtechalliance.com, phone signal with area code 302, 610, and a matched LinkedIn profile for Mike Thebado.
Mike Thebado previously worked as Solutions Architect at Sei and Product Director at Sei Investments. Mike Thebado holds Bs.Economics, Decision Sciences from The Wharton School - Univ. Of Penn..
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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.
Listed skills include Financial Services, Investments, Strategy, Wealth Management, and 23 others.
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Participant in formal training program for prospective Bank Officer's. Assigned to Trust Operations Support Group. Directed numerous small technology enhancement projects.
Activities and Societies: Benjamin Franklin Scholar
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Mike Thebado works for WealthTech Alliance.
Mike Thebado is listed as Consulting Partner at WealthTech Alliance.
AeroLeads has found 2 work email signals at @wealthtechalliance.com for Mike Thebado at WealthTech Alliance.
AeroLeads has found 3 phone signal(s) with area code 302, 610 for Mike Thebado at WealthTech Alliance.
Mike Thebado is based in Greater Boston, United States, United States while working with WealthTech Alliance.
Mike Thebado has worked for Wealthtech Alliance, Sei, Sei Investments, Sei Corporation, and Sungard.
Mike Thebado's colleagues at WealthTech Alliance include Fasusi Akinmuyide.
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Mike Thebado holds Bs.Economics, Decision Sciences from The Wharton School - Univ. Of Penn..
Mike Thebado is listed with skills including Financial Services, Investments, Strategy, Wealth Management, Asset Management, Business Analysis, Securities, and Consulting.
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