Michael O'Malley Email & Phone Number

Cape Coral, Fl, Us

Cape Coral, Florida, United States

T+1 settlement readiness and workflow optimization. Seamlessly transition clients to T+1 trade settlement cycle for U.S. securities. Utilize DTCC Central Trade Matching (CTM), ALERT and TradeSuite ID systems for efficient processing of trade affirmations for investment management clientele.

Cape Coral, Florida, United States

Cape Coral, Florida, United States

My responsibilities include managing data within a portfolio management software system for multiple client firms including maintaining and updating transactions, market prices and security information representing the universe of client holdings. I also reconcile individual portfolios on a daily and month-end basis.Additionally, I mentor team members with projects related to the import and export of data within spreadsheet tools and Advent software products.I began my career at MD Solutions in June 2010, leaving in 2012 when moving out of the area. I was thrilled to rejoin the company once we moved back to the Cape Coral Florida area.MD Solutions LLC is the leading provider of professional services for the Advent Software platform and financial management services for Axys and its Portfolio Exchange, APX. Our platform knowledge and industry experience make MD Solutions an easy choice for companies that want to optimize their FinTech investment or outsource their financial management operations.Founded in 2004, MD Solutions began by providing customized consulting for companies invested in Advent and other platforms. Since then, we’ve grown to a workplace of 30 employees experienced in both technology and asset management. And we’ve expanded our mix of services to include co-sourcing, custom engineering and continuing education, which we can tailor to a single employee or a department.

Satellite Beach, Fl

Proficient implementing investment models, performance measurement and portfolio analysis, as well as portfolio system maintenance, including position & cost basis reconciliation and embedded workflow analysis and CRM customization. Experienced Advent Axys, APX and Schwab PortfolioCenter user and system implementation.

Melbourne, Florida Area

While at FirstWave Financial, I assisted the registered investment advisory firm’s transition to a new portfolio reporting system. Additionally, I designed, developed and implemented embedded workflows to streamline portfolio operations and worked with team members to improve efficiencies across organizational lines of business and departmental segmentation.At FirstWave Financial, we help bridge this gap of uncertainty by providing clients with structure so every financial decision supports and reinforces the others. Founded by visionary WealthCoach Tom Kirk, and headquartered in Satellite Beach, just across the river from Melbourne, FL, FirstWave Financial offers clients what many other wealth management institutions overlook: a philosophy to minimize the complexities and anxieties of investing, retirement, asset protection and estate planning, and replace it with peace of mind.

Cape Coral, Florida, United States

My responsibilities include managing data within a portfolio management software system for multiple client firms including maintaining and updating transactions, market prices and security information representing the universe of client holdings. I also reconcile individual portfolios on a daily and month-end basis.

Miami/Fort Lauderdale Area

In my role I assisted the registered investment advisory firm convert its revenue tracking system from a spreadsheet model to a SQL database. I was also responsible for complete business analyses and interfacing with its custom engineering team to develop a new computer system. I created efficiencies in back-office and increased response time for critical revenue reporting to senior management.For a detailed list of accomplishments, please request my resume.For more than 40 years, Ingham Retirement Group has been helping employees, companies and individuals save and invest for retirement. In that role, we can act as Consultants, record keepers, third party administrators, investment advisors, fiduciaries and actuaries. In every role, we are dedicated to making retirement happen.

Coral Gables, Florida, United States

Managed all aspects of private investment advisory business.

Sarasota, Florida, United States

Investment Office at bank trust department servicing high-net worth individuals in a wealth management environment and relationship management model.

Marion, Massachusetts, United States

Supported firm principals with investment research. Involved in all areas of investment management at private counseling firm. Portfolio management, generalist/analyst, investment strategy. Equity and bond trading, back-office supervision.

Boston, Massachusetts, United States

2-year internship with Investment Counseling group and Funds Management Group of Eagle Investment Management.

New York, New York, United States

Provided generalist analyst support to portfolio managers and assisted Investment Operations Manager.