Summary
Work History
Education
Skills
Outdoor Adventurer
Timeline
OfficeManager
Anthony Valenti

Anthony Valenti

Financial Technology Professional
Hingham,MA

Summary

To find a permanent role within a financial technology company or within an institutional wealth management company where I can exercise a vast set of financial technology skills acquired over more than 20 years. Results-driven consultant, PM, Sr. BA, or Technology Leader with forward-thinking approach to process improvement, gap analysis,, technical documentation, roadmapping, communication, and sales based skills. Always centered on company success and competitive growth with demonstrated record of success.

Work History

Founder, Managing Director

EFinanceNow.com
Fort Myers, Florida
01.2021 - Current
  • Developed WordPress infrastructure, D&B lead data bases, call tracks, established multiple bank teaming agreements to finance equipment.

Business Development Officer

Axos Bank & VFI Corporate Finance
Cottonwood Heights, UT
05.2019 - 12.2020
  • Established hot pipeline with 20M in lead opportunity across diverse industry made up of business with 50M to 300M annual revenue.
  • Consistently lead peers with calls per day and opportunities discovered.
  • Managed primarily CFO leads & contacts via Salesforce application.
  • Authored project discovery document and business requirements to improve Salesforce experience. Project was approved and changes implemented.

Vice President

Northern Trust
Chicago, IL
01.2012 - 07.2016
  • Hired by TekSystems as: Consultant with Business Analyst responsibility (Jan 2012 to Jun 2012). Promoted to: TekSystems Consultant with Project Manager, Senior BA, and SME responsibility (Jun 2012 to Mar 2013). Hired by Northern Trust as: Vice President, Technology Leader for Northern Trust Connecticut Company.
  • Produce recommendation document to outline tactical and strategic options, benefits, costs, and risks associated with Northern Trust Advisor systems.
  • Responsible for product definition, architecture, design, development, and implementation of vendor and proprietary based software products.
  • Evaluate and eventually implement applications to include: Code Red, Ledgex, Pertrac, Outlook (from Notes), Wilshire Atlas. and proprietary apps.
  • Lead 1M+ IT program geared to enhance two business lines technology infrastructure and business process through application implementations.
  • “Software Owner” of 10+ third party software applications of which I was directly responsible for implementation of 4 new corporate applications.
  • Manage task work, product definition, budget, stakeholder communication, traceability, risks, and vendor relationship and Master Service Agreement.

Project Manager / Sr. BA

Mellon Capital Management
San Francisco, CA
03.2011 - 08.2011
  • Six month project to investigate and analyze current state of end-to-end investment data workflow to define immediate tactical and strategic solutions.
  • Author Project Charter, Project Plan, & Business Requirements document to support ‘Broker Master Project’.
  • Design and implement new scripts to enhance load of Hedge Fund onshore and offshore administrator data to Pace.
  • Author workflow diagrams that define setup of Separately Managed Accounts, Hedge Funds, and Collective Funds, to include legal documents, compliance rule setup, and data load across each investment application like Bloomberg, CRD, Portia, Pace, and more.

Implementation Product/Project Leader

Eagle Investment Systems
Newton Center, MA
10.2001 - 06.2003
  • Manage Mellon Financial Model office implementation of Eagle Investment Systems product suite
  • Manage cross functional teams in an effort to coordinate successful evaluation and implementation of all Eagle products.
  • Monitor issues, product gaps, roadmap, change management, and schedule associated with new software versions, patches, and hot fixes.

Program Manager

Wells Fargo
San Francisco, CA
08.2011 - 12.2011
  • Lead six month Investment Management Solutions project through completion of nine UMA (Unified Managed Account) planning deliverables as defined by a Limited Services Agreement between third party software application vendor Vestmark and Wells Fargo.
  • Participate in early stages of MSA, APS, and SOW contract delivery for third party software implementation planning.
  • Lead program meetings, track issues, manage risks, communicate with project stakeholders, manage budget, and project plan for project discovery phase.
  • Manage delivery of functional and non-functional requirements that define early phase of this third party software application”UMA”.
  • Participate and support integration plans between VestmarkOne hosting solution and Wells Fargo systems to include SEI.

Vice President, Software QA

State Street Corporation, SSC
Milton, MA.
02.2008 - 12.2010
  • Hired by Global Technology Talent as: Consultant with Senior Business Analyst responsibility – Quincy, MA (Feb 2008 to Feb 2010). Hired and promoted by SSC to: Vice President, Software QA - Milton, MA.
  • Liaise with business, tech leads, and developers to facilitate and manage tests associated with a new investment data warehouse.
  • Perform senior business analysis work required to understand State Street’s investment data domains.
  • Develop key test strategy documents related to the data warehouse proprietary self-service mart creation and report build tools.
  • Perform data domain and report analysis that spanned account, cash, income, corporate actions, holdings, transactions, and more.
  • Chair committee commissioned to implement defect processing standards across all of SSC SQA.
  • Perform functional analysis and design work flow diagrams to define enhanced trade processing logic across 20+ global markets.

Director of Development

Valenti Ventures LLC
New Haven, CT
01.2000 - 07.2017
  • Owned and maintained commercial residential property portfolio in excess of 5M with over 45 units.
  • Worked with families, legal, building, & trade pros.
  • Raised AUM from 250K to >5M.

Senior Specialty Project Manager Consultant

Harvard Pilgrim Health Care
Quincy, MA
10.2006 - 12.2007
  • Manage schedule, resources, budget, issues, change management, and teams of business and technical analysts in an effort to implement Teradata ETL Data-In projects
  • Work closely with data architects to shake out data characteristic, attribute, or aggregation related issues
  • Manage teams responsible for unit test, flow test, QA, UAT, promotion of code, and post production support
  • Manage project through risk mitigation, issue resolution, and knowing dependencies
  • Author 7 task orders (client contracts) between client and Perot that list budget & deliverable details
  • Complete a PM100 and PM300 level Perot project management training class (much like PMP).

Project Manager / Sr. Business Analyst

Term Consulting Contracts, Perot Systems
Quincy, MA
10.2006 - 12.2007
  • One year contract in place to manage schedule, resources, budget, issues, change management, and teams of business and technical analysts in an effort to implement Teradata ETL "Data-In" projects.
  • Work closely with data architects to shake out data characteristic, attribute, or aggregation related issues.

Professional Services Project Manager

DSTi
Boston, MA
01.2005 - 09.2006
  • Manage schedule, tasks, issues, change management, and teams of business and technical resources to implement performance, investment accounting, and analytic tools at clients like ING, UBS, Citibank, and SSC.
  • Manage risks, budget, issue resolution, gap, software roadmap, software defect fixes, and software enhancement planning.

Senior Business Analyst Consultant

TekSystems Inc, Bank of America
Boston, MA
10.2004 - 12.2004
  • Write functional specs to support extracts like Bloomberg and CMS for a GIM2000 implementation.

Business Analyst Consultant

Eliassen Group, Inc, Boston Partners
Boston, MA
02.2004 - 09.2004
  • Perform business analyst duties required to implement an Eagle performance report catalog and to support a related ONYX CRM installation incorporating Eagle data warehouse data and Macgregor trade order management.

Information System

Allocation & Management Co. (AAM), L.L.C
Chicago, IL
12.1997 - 09.2001
  • Complete a conversion effort from a proprietary investment accounting system with an 80/20 fixed income to equity asset mix to the SS&C CAMRA 2000 accounting system
  • Evaluate, propose, implement, and manage enhancements to all front and back office operations tools and procedures
  • Mplement an ‘AAM Custom’ database to merge with CAMRA .dat files
  • Utilize Custom DB’s to capture third party data to complete a robust reporting solution ‘data warehouse’
  • Esign 100+ Crystal Reports to satisfy client, operations, cash management, executive and other back office report demands
  • Lead and manage a team of analysts to convert from SS&C CAMRA to a State Street Corporation (SSC) Outsourcing solution
  • Outinely evaluate available market products like Charles River, Portia, Advent, Eagle, and more
  • Ead implementation of Bloomberg Trade Order Management, Trade Web, and more
  • Erform detailed mapping across all data domains to facilitate conversion of account, cash, security, holdings, broker data & more
  • Attend weekly investment committee meetings to discuss stock and bond market conditions, economic conditions, product issues, and in-house business related technical initiatives
  • Author requirements for proprietary applications to include a marketing tool that interfaced with the data warehouse to provide fund market value history across client base to facilitate RFP production
  • Provide first level support for vendor applications to include Bloomberg, CMS Bondedge, Bridge, FT/Interactive Data, JJ Kenny, and SS&C CAMRA
  • Setup and maintain a SQL automated reconciliation module known as FMC RECON for over 20 custodians
  • Manage special projects to include construction plans for a computer center within new corporate space.

Systems Manager

Phoenix Investments
Chicago, IL
01.1994 - 12.1997
  • Strategize with business unit managers to promote secure and progressive business computing solutions while managing team & budget.

Education

Accounting And Finance

University of Hartford
West Hartford, CT

Bachelor of Science Degree - Computer Information Systems

Quinnipiac University

Skills

Relationship Building & Retention

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Outdoor Adventurer

Hiking, skiing, triathlons, expedition camping.

Timeline

Founder, Managing Director

EFinanceNow.com
01.2021 - Current

Business Development Officer

Axos Bank & VFI Corporate Finance
05.2019 - 12.2020

Vice President

Northern Trust
01.2012 - 07.2016

Program Manager

Wells Fargo
08.2011 - 12.2011

Project Manager / Sr. BA

Mellon Capital Management
03.2011 - 08.2011

Vice President, Software QA

State Street Corporation, SSC
02.2008 - 12.2010

Senior Specialty Project Manager Consultant

Harvard Pilgrim Health Care
10.2006 - 12.2007

Project Manager / Sr. Business Analyst

Term Consulting Contracts, Perot Systems
10.2006 - 12.2007

Professional Services Project Manager

DSTi
01.2005 - 09.2006

Senior Business Analyst Consultant

TekSystems Inc, Bank of America
10.2004 - 12.2004

Business Analyst Consultant

Eliassen Group, Inc, Boston Partners
02.2004 - 09.2004

Implementation Product/Project Leader

Eagle Investment Systems
10.2001 - 06.2003

Director of Development

Valenti Ventures LLC
01.2000 - 07.2017

Information System

Allocation & Management Co. (AAM), L.L.C
12.1997 - 09.2001

Systems Manager

Phoenix Investments
01.1994 - 12.1997

Accounting And Finance

University of Hartford

Bachelor of Science Degree - Computer Information Systems

Quinnipiac University

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