Pat Johnson Email & Phone Number

United States

Greater Boston

Greater Boston

Weston, Massachusetts, United States

Weston, Ma

• Leading project management of implementation, enhancement, and commercialization of Advisor360° WealthTech software that drives advisor productivity and satisfaction.• Managing scrum team deliverables via an Agile-Waterfall Hybrid methodology working closely with business and IT stakeholders to understand the program scope, business objectives, and project timelines. (Scrum Teams - Portfolio Accounting, Advisor Fee Billing, Product Master, & Reporting)• Developing & tracking updates against MS Project plans, reviewing risks & issues, executing change requests, and providing status updates weekly to key stakeholders.

Greater Boston Area

Client Implementation Team• Managed full life cycle of DataGX Implementations – Scope & Contract Review, Kick Off & Project Activities, Development, and Ops Readiness ensuring all project milestones were met.• Product Owner for scrum teams mixed with on & offshore resources working on enterprise projects, including weekly management review of resources across on-boarding teams. Managed client deliverables through an agile process working with PMO, delivery managers, developers, and QA teams.• Analyzed and defined client business strategy & goals to determine requirements for a new hosted “Data-as-a-Service” platform, DataGX – specializing in multi asset class solutions. Integrated and normalized data sources from internal STT data, external fund administrators, and data vendors enabling clients to have an integrated view of their holdings, cash, security master, performance, and other critical financial data domains.

Greater Boston Area

• Managed implementation and upgrades of the Eze OMS Compliance & Regulatory Reporting modules for over 300+ global clients including top hedge funds, pension funds, and asset managers having $100 million to $60 billion assets under management.• Successfully completed multiple enterprise projects from sale to go-live, including 18 implementations and 29 Form PF and AIFMD regulatory filings.• Evaluated Allen & Overy aosphere legalese into custom shareholding disclosure, takeover panel, and short selling requirements across 60+ jurisdictions to meet client-specific reporting needs.• Worked closely with Accenture Cloud Sherpas on global conversation of Microsoft CRM to Salesforce Service Cloud on-boarding for internal sales and project teams, including inbound client case workflow and project management historical conversations.• Maintained ongoing client relationships with hedge fund traders, portfolio managers, and C-suite executives (CCOs,CFOs,COOs).

Greater Boston Area

• Product Analyst and SME for proprietary financial advisor prospecting software, assisted with white-labeling large clients on to the platform.• Worked closely with the client & internal product teams to innovate the custom solution “Analytic Reporting for Annuities Service” for DTCC.• Lead Analyst for new service "Capital Profile" providing insight for Asia's influential families helping clients assess risk and identify opportunities.

Greater Boston Area

Amherst, Ma