Stephen D'Ambrosio Email & Phone Number

Boston, Ma, Us

North Andover, Us

Westborough, Ma, Us

Wakefield, Ma, Us

Vestmark is the premier technology provider for comprehensive unified wealth solutions utilized by financial advisors and institutions. Vestmark provides VestmarkONE®, the award-winning technology platform, to help clients gather more assets, increase operating efficiency, and minimize risk. I am part of the team that implements new clients and works with existing clients to implement new functionality.• Technical and functional analysis of customer implementation and integration requirements.• Documentation of configuration requirements and expected effort.• Configuration and setup of the managed accounts platform.• Configuration of data loaders and development of workflow processes and customizations.• Proactive identification of internal and external dependencies against project plan.• Contributions to the management of client expectations.• Communication of project status/issues to internal account management team.• Partner with various internal departments to deliver superior customer service.• Provide technical support to assist clients during and post implementation.• Development and deployment of custom reports.

Boston, Ma, Us

• Was responsible for the day to day operations and support for the Online Estate Planning Service.• Member of the Scrum team transitioning the Online Estate Planning service from Fidelity Center for Applied Technology to the business unit.• Conducted interviews to gather feedback on the client experience.• Assisted with the Attorney and Branch on-boarding process.• Created weekly metrics reports to show client movement through the Online Estate Planning process.

Wilmington, Ma, Us

• Lead customer implementations by providing project governance, timelines and status• Worked with customer subject matter experts to understand the applicable business process flow and determine the TraceLink integration points and triggers• Configured the TraceLink system to customer specifications and work with customer IT teams to develop and test integration interfaces to the TraceLink Network• Worked closely with TraceLink’s Product Management organization to ensure that customer requirements for product capabilities are quickly and accurately communicated

-Morningstar acquired ByAllAccounts in April 2014-Responsible for Implementing all new clients to the ByAllAccounts platform.-Trained all new clients on the technology as well as how it would fit into their current workflow.-Implemented a new internal workflow for Implementations that had clear milestones for internal and external business partners.-Worked with several large, strategic clients to overcome implementation obstacles and get the project back on track.

-Visible Technologies Acquired Cymfony in April 2012-Managed the Client Service and Support teams. -Assisted in the creation, implementation and execution of a new internal workflow process to provide more clarity around project milestones.-Worked with client and Client Service team to set clear expectations-Reviewed all new Statements of Work with Senior Management to correctly set client expectations

Wakefield, Ma, Us

The Vestmark Platform provides automation and decision analysis tools for Financial Advisors, Investment Managers, and Operations staff.-Implemented the Vestmark platform to large Financial Service Firms-Customized Reports and UI views to meet customer requirements-Assisted on escalated support issues

Wellesley, Ma, Us

-Managed clients on a day to day basis assisting with Eagle's suite of products.-Set expectations on delivery dates and issue resolution-Assisted in project planning for upgrades and bug fixes

Boston, Ma, Us

Director, Portfolio Management Solutions 5/2007-2/2008Senior Manager, Technology Support 5/2006-5/2007Technology Consultant 8/2003-5/2006Please see details for each position below

Boston, Ma, Us

Product Manager for Advisor Channel, an electronic trading platform for Broker Dealer clients.

Boston, Ma, Us

Managed a team that supported Fidelity technology offering for Registered Investment Advisors and Broker Dealers.-Worked closely with team members to help improve the customer experience-Analyzed calls to look for trends-Internal point of contact for the support organization, working with Sales, Product Management and Marketing

Boston, Ma, Us

-Implemented new clients onto the Fidelity trading and technology platform. -Consulted with existing clients to make sure they were efficiently using the technology to effectively run their business.-Trained all new clients on the Fidelity Trading Platform

Us

-Worked in all areas of Information Technology from building servers to creating the desktop image to configuring handheld PDA's.-Was responsible for becoming the Subject Matter Expert on new software applications and training specific law groups

Masters, Mba

Bachelors, Accounting/Economics

High School Diploma, College Prep