Sean Bracken Email & Phone Number

San Francisco Bay Area

Leader of Granite Solutions Groupe Wealth Practice, providing strategy, execution, and delivery services for the practice.

Boston

Leading industry consultant with two decades of experience, focused on developing, deploying, and improving Managed Account products, with a unique balance of Business and Technology knowledge.Consulted with Broker Dealers and RIAs to evaluate, improve and Launch Managed Account platforms.

Responsible for Separate Account Manager Relationship Management, Program Management, and Business/Systems Development for Fidelity Distribution Channels. Led team to acquire new Separate Account Managers and provide ongoing relationship management for over 600 Separate Account Managers. Redesigned legal architecture to encompass cross Fidelity structure.Responsible for $7 million technology budget to improve Separate Account Manager experience throughout Fidelity. Projects included trading enhancements, tax accounting enhancements, and account opening automation. Consulted with business channels to improve product offering. Provided subject matter expertise for Channel sales opportunities and ongoing client relationship management.

Responsible for Product Development, Relationship Management, Product wholesaling, and all marketing and legal material for Managed Accounts.• Coordinated all program launch activities in April 2003, including materials, PR, and sales force training. • Provide ongoing assistance to sales force by providing product wholesaling activities to Separate Account Managers (SAMs) and Registered Investment Advisors (RIAs). • Led development for Separate Account proposal generation tool, which includes client suitability/proposal generation, manager research, and workflow between Fidelity, RIAs and SAMs. • Developed marketing brochures, web content, and applications for use with RIAs and end clients. • Developed legal framework and refined/developed legal documents to ensure appropriate responsibilities for Fidelity, RIAs, SAMs, and end clients.• Led team to acquire SAMs, including developing and delivering sales presentations, negotiating legal agreements, and facilitating implementation.• Led all systems development initiatives for 2005 and 2006. • Member of Money Management Institute Technology and Operations Committee.

Business owner of planning tools on www.fidelity.com and representative workstations. • Led effort to develop Retirement Income Planning functionality in Fidelity’s award winning PortfolioPlanner tool. • Developed overall planning tool strategy for Retail, including development, deployment and decommission plans. • Developed channel strategy, channel integration, and customer entitlement strategy. • Led cross company (Retail, Institutional Brokerage, and Institutional Retirement) initiative to evaluate providers of comprehensive Financial Planning tool and led implementation and integration of selected vendor product.• Developed and maintained various planning tools, such as Portfolio Analysis (the most used tool on Fidelity.com and most used representative tool), Asset Allocation Planner, College Planner, Retirement Planning Calculator and Retirement Income Planner.

Responsible for Product Development, Relationship Management, Product wholesaling, and all marketing and legal material for Managed Accounts.Coordinated all program launch activities in April 2003, including materials, PR, and sales force training. Provide ongoing assistance to sales force by providing product wholesaling activities to Separate Account Managers (SAMs) and Registered Investment Advisors (RIAs). Led development for Separate Account proposal generation tool, which includes client suitability/proposal generation, manager research, and workflow between Fidelity, RIAs and SAMs. Developed marketing brochures, web content, and applications for use with RIAs and end clients. Developed legal framework and refined/developed legal documents to ensure appropriate responsibilities for Fidelity, RIAs, SAMs, and end clients.Led team to acquire SAMs, including developing and delivering sales presentations, negotiating legal agreements, and facilitating implementation.Led all systems development initiatives for 2005 and 2006. Member of Money Management Institute Technology and Operations Committee.

Responsible for Internet strategy and development for Progress Software.Managed a staff of 27, consisting of electronic marketing professionals, electronic content and design professionals, HTML and Java programmers, and marketing communication professionals.Managed an annual budget of $4.5 million and key vendor relationships.Managed multiple web sites including parent company, http://www.progress.com, 2 subsidiary companies http://www.sonicmq.com and http://www.nusphere.com, 22 International sites, Internal Sales site and Partners site. Managed all printed collateral, including brochures and company magazine Profiles. Ensured channel integration of all marketing programs (collateral, trade shows and electronic channels).

Business owner of Retail Retirement Investing Center web site on Fidelity.com Redesigned site to be customer focused, increasing traffic and transactions by over 30%. Received “A+” ranking from Corporate Insight E-Monitor, and cited as “example other firms should follow”.Received Mutual Fund Education Alliance's Star Award for Excellence in Shareholder Communications - “Best On-line Retirement Center”Responsible for setting strategy for all Retail Retirement web development and managing development budget of $4.3 million.Responsible for integration of web sites across retail and institutional business units.Member of Retail Web Steering Committee.

Led cross functional projects (30+ core team members/ 6-12 month duration) though full project life cycle. Coordinated efforts of representatives from marketing, legal, systems development, operations, customer representatives (phone and branches), and outside vendors. Projects included:Electronic Delivery of Shareholder reports - coordinated Fidelity legal, marketing, and development groups to deliver a system to suppress mailings of annual reports and prospectuses. Reduced volume of paper mailings by over 30%. Bill Payment system redesign/conversion - evaluated current bill payment system utilized by over 5,000 HNW clients, performed improvements, and led all aspects of conversion to outside vendor, including systems requirements, design, testing, representative training and customer rollout. Checkwriting redesign and RFP - realized savings of over $500,000 on $2.5 million annual bill by evaluating customer usage patterns and implementing product improvements and competitive bidding via RFP.Closed-End funds/ Wrap product fee system design - developed and implemented fee processing engine used by wrap products for high net worth investors and designed mainframe systems/online interfaces for client servicing.

Fidelity Accounting and Custody Services; Managed a staff of 19 Fund Accountants, Senior Fund Accountants, and Lead Accountants.Oversaw the accounting, pricing, financial statements, annual audit, and tax returns of 37 mutual funds.Initiated/improved the process for estimating and reporting expenses throughout the firm.

Masters, Business Administration; Finance And Business Policy

Recipient of Walter D. Fackler Scholarship; Member of Dean's List

Bachelor Of Science, Finance; Economics

National Merit Scholarship recipient; graduated Magna Cum Laude