Robert Pellicone Email & Phone Number

Holmdel, New Jersey, United States

Greater New York City Area

Identified strategic opportunities for product utilization by improvingproduct efficiency and eliminating redundant applications. Evaluated and enhanced existing client onboarding, account opening and maintenance tools to ensure optimal user experience and satisfaction of client expectations. Resulting in a more streamlined user experience and 80% reduction in time required to open new accountsDefined feature requirements, wrote user stories, and defined UI designs.Ensured success of cross-functional and agile teams by providing business direction and navigating challenges.Prepared and conducted product training for Sales, Marketing, and Implementation teams

Greater New York City Area

Presented and demonstrated leading-edge technology transformation initiatives to high-revenue institutional clients and top prospects Proposed solutions included cloud computing, Blockchain/distributed ledger, artificial intelligence, robotics, and micro servicesStandardized procedures for content creation and event management to promote consistent messaging, attract expert presenters and ensure the success of client engagements

Greater New York City Area

Senior Director – Product Management - Account Information Services (2008 To 2012)Director – Product Management – Account Information Services (2006 To 2008)Senior Manager – Product Management - Platform Technology (2004 To 2006)Manager – Product Management - Platform Technology (2003 To 2004)• Developed strategic roadmaps to deliver technology solutions that were cost effective and executable. For example, implemented an automated margin response system and developed groundwork for several other similar systems• Reviewed a broad range of economic, demographic and technological trend research data, mined NPS client satisfaction and user experience data to gain insights and target new initiatives • Implemented a series of initiatives to upgrade the processes and platform tools to accommodate the needs of leading broker-dealers. Significant impact in the ability of the firm to attract a broader range of broker-dealer clients by through enhancing the breadth, depth and latency of data• Interviewed system users, management and business stakeholders to gather requirements• Organized and chaired ideation sessions to drive product creation• Initiated program to replace legacy tools leading to improved scale and efficiency across the organization• Managed a team of product managers responsible for a broad range of account and client information management tools, including holdings, balances, transaction history, account opening and maintenance, tax reporting and statements • Designed and delivered an electronic signature solution for broker-dealer clients through integration with DocuSign, making it easier for brokers to close new business

Greater New York City Area

Responsible for product development of client and account look-up systems, option trading system and corporate client intranet.• Implemented an overhaul of the client platform which changed the user-experience from mainframe emulation to a web-based experience simplifying usage of the platform and reducing training and support requirements.• Created and delivered presentations for management to demonstrate user experience.• Participated in quality assurance testing and roll-out of new brokerage platform.

Greater New York City Area

Responsible for providing on-site procedural training and ongoing telephone support to correspondent clients during clearing platform conversions.

Greater New York City Area

Responsible for resolving operational processing issues between home office and correspondent firms.

Greater New York City Area

Responsible for performing extensive writing, editing, graphic design and pre-press operations for the production of procedures manuals, newsletters and marketing collateral