Phil Francisco work email
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Phil Francisco personal email
Innovative Technology Executive with a consistent, verifiable record, leading large-scale, highly complex business initiatives and programs to desired outcomes. Passionate, accountable, individual who thrives on building, fostering strong relationships and trust with his business, operations, and technology partners. Continues to keep pace with the competitive environment, championing new ideas, innovations, and cost saving technology solutions. Strives to exceed client expectations, enhancing the user experience, and commitment to firm and client. Areas of Expertise:• Wealth Management / Financial Services Expertise• Platform / Application Development / Design• Desktop Management• Global Staffing Models• Strategic Planning / Roadmaps• Budget Planning, Control• Program / Project Management• Client & Vendor Management • Emerging Technology• Business Engagement & TransformationKey Accomplishments:➤ Financial Advisor Platform: Led technology startup initiative partnering with business, operations, legal, and technology to create the wealth management advisory business platform supporting the newly established Rockefeller Financial LLC broker-dealer. Initial platform roll out - Q4 2018.➤ Vendor Evaluation/Management: Analyzed platform, capability, and integration opportunities with various SaaS providers to build out best of breed initial core offering.➤ Strategic Partnering: Built strong relationships with business, operations, and vendors to fulfill and deliver our Financial Advisor platform.Available for full time opportunities as well as consulting engagements, you can contact me directly at PhilFrancisco@optonline.net
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Vp Wealth Management TechnologyBroadridge Nov 2020 - Nov 2023Newark, New Jersey, United StatesHeaded our Front Office facing technology team driving our next generation cloud based Wealth Management Platform targeting Financial Advisors, Client Associates, Home Office, and supporting brokerage lines of business personnel. New platform includes a modernized advisor desktop and customizable tool set. Key advisory features include performance reporting, managed accounts support and sleeve reporting, client on-boarding, client / portfolio financials, multi-market order management and trade routing, and integration with UBS back-office functionality. -
Managing Director TechnologyRockefeller Capital Management Mar 2018 - Nov 2019Hamilton, NjLed technology startup initiative, including creation of wealth management advisory business and collaborative establishment of Rockefeller Financial LLC broker-dealer. Developed strategy for initial financial advisor (FA) desktop, client facing portal, and mobile offerings leveraging buy verses build mindset. Defined essential platform core principles and capabilities for driving / supporting new business. Created strategy for integrating various existing lines of business (LOBs) and products onto broker dealer platform (Global Family Office, Asset Management). Evaluated software as service (SaaS) providers and capabilities for ensuring business tenets; wealth platforms, investment transactions, client interactions, client bookkeeping, risk management, client onboarding, client reporting, financial management, and product development and marketing. -
Managing Director, Wealth Solutions And Platform TechnologyBank Of America Merrill Lynch 2010 - 2017Pennington, NjManaged ML and US Trust technology organizations. Headed domestic and international FA-facing technologies, including client onboarding, client / portfolio financials, trading, managed account portfolio management, supervision, FA compensation, performance reporting, customer relationship management (CRM), client data, wealth planning / modeling tools, FA recruiting / hiring, and desktop / vendor management. Oversaw $125MM+ technology budget with 800-person global development and business-facing support staff. -
First Vice President / Managing Director, Wealth Management TechnologyBank Of America Merrill Lynch 2007 - 2010Pennington, NjGrew wealth management portfolio suite and assumed additional responsibility. Increased sphere of influence to global staff of 480 and budget of $80MM. Directed front office in supporting client financials, trade integration, book management, financial planning, performance reporting, client reporting, CRM, and advisory field support, including FA compensation, recruiting and hiring, production credit collection, and performance measurement.
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Director, Global Private Client TechnologyMerrill Lynch 2001 - 2006* Application/database lead responsible for the solution evaluation and vendor selection for an industry leading Wealth Management Workstation and Client Website solution for 25M Financial Advisors and 2MM clients. Responsible for all aspects of business requirements/functionality comparisons, and existing application migration strategy.* Responsible for developing web services to deliver proprietary content to a combination of internally developed and “best of breed” technology and ASP solution providers. -
Project Manager (Vp), Global Private Client TechnologyMerrill Lynch 1999 - 2001Responsible for the development and deployment of shared Financial Data Services across Trusted Global Advisor workstation (TGA), Merrill Lynch Online (MLOL) and Merrill Lynch Direct (MLD) platforms.
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Programmer/Project Lead (Avp), Global Private Client TechnologyMerrill Lynch 1995 - 1999Responsible for the development of a “client centric” database and suite of web-based Client Financial applications designed to support 24X7 processing and over 10MM daily transactions.
Phil Francisco Education Details
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Electronic Computer Programming InstituteComputer Programming And Operations
Frequently Asked Questions about Phil Francisco
What is Phil Francisco's role at the current company?
Phil Francisco's current role is Business & Client Focused Technology Executive | Build Relationships & Trust | Demonstrate Commitment to Firm & Client.
What is Phil Francisco's email address?
Phil Francisco's email address is ph****@****dge.com
What schools did Phil Francisco attend?
Phil Francisco attended Electronic Computer Programming Institute.
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