Jeff Harvey
Financial Services - Investment Operations And FinTech Professional
Summary
Financial Services Professional approaching 30 years Investment Operations, Project Management and Business Development experience. Executing a 'player-coach' leadership style focused on team building to achieve continuity, collaboration and efficiency with the objective of strong client relations, revenue growth and risk mitigation.
Overview
29
29
years of professional experience
Work History
Sr. Business Solutions Architect, SVP
InvestCloud
Tampa, FL
03.2021 - 10.2023
- Designed industry best practice Portfolio Accounting Software (PAS) solutions for complex challenges introduced via high profile clients, internal operations, vendors and regulatory agencies.
- Utilized project management tools, Jira & Azure, to execute the full development lifecycle from ideation to successful deployment.
- Managed the PAS Product Roadmap in accordance with relative business value (ROI, Client Relations, etc.), competing program milestones, cross functional Product Head initiatives, risk mitigation (production bugs, releases), Sales and more
Head of Professional Services, SVP - Tampa
InvestCloud
Tampa, FL
04.2018 - 03.2021
- Project Management & Oversight for 40+ concurrent implementations with aggregate budgets exceeding $5MM
- Recruited and motivated Tampa Professional Services division achieving 100% utilization while maximizing billable effort and simultaneously reducing employee turnover
- Utilized critical thinking skills to successfully identify implementation risk leading to creative solutions and sales opportunities
Head of PreSales, SVP
InvestCloud
Tampa, FL
03.2014 - 04.2018
- Leveraged extensive investment operations experience to transform business challenges into visionary digital solutions generating annual new and inside sales of $2MM.
- Collaborated with Professional Services and Product Managers to ensure projects are strategically formulated for successful phased implementations and product road mapping to drive future sales
- Utilized strong interpersonal skills to actively engage attendees at industry conferences
Business Operations Manager
Boston Asset Management
Clearwater, FL
07.2013 - 03.2014
- Improved operational efficiency and reporting of RIA, Private Equity and Trust Accounting divisions
Principal & Director of Outsourcing Solutions
MD Solutions LLC
Fort Myers, FL
06.2006 - 04.2012
- Provided middle and back office outsourcing services, including Portfolio Accounting, DTC Confirm/Affirm, Client Reporting, GIPS Composite Maintenance, Regulatory Filings, Workflow Design and more for RIA's, Family Offices, Financial Planners, and Hedge Funds.
Operations Manager & IT Director
Polen Capital Management
Boca Raton, FL
06.2004 - 06.2006
- Designed and Directed Trade Support, Portfolio Accounting and Performance, Client Reporting and more for Institutional, High Net Worth, and Sub-advisory relationships of our registered client investment advisor and broker dealer.
- Project Manager for Disaster Recovery and Business Continuity Plan, successfully executed for four hurricanes.
- Implemented policies, procedures and workflows enabling RIA AUM growth from $1B to $2B over one year with minimal resource requirements.
VP & Director of Operations
Forstmann-Leff Associates
New York, NY
02.2000 - 05.2004
- Managed operations including Trade Allocation and Rotation, DTC Confirm/Affirm, Wrap Trading, Portfolio Management, Administration, Trade Support, Directed and Soft Dollar commissions, and New Accounts for High Net Worth, Sub-Advisory, and Institutional clients of our Small Cap and Mid Cap Growth Registered Investment Advisor and Hedge Funds.
- Designed and implemented efficiency process improvements empowering leadership to allocate more responsibilities while reducing human capital requirements.
Education
MBA - Investment Finance
Fairleigh Dickinson University
Teaneck, NJ 09.1993 - 1998.02
Bachelor of Science - Economics & Finance
Fairleigh Dickinson University
Teaneck, NJ 09.1989 - 1993.05
Skills
Product Management
Timeline
Sr. Business Solutions Architect, SVP
InvestCloud
03.2021 - 10.2023
Head of Professional Services, SVP - Tampa
InvestCloud
04.2018 - 03.2021
Head of PreSales, SVP
InvestCloud
03.2014 - 04.2018
Business Operations Manager
Boston Asset Management
07.2013 - 03.2014
Principal & Director of Outsourcing Solutions
MD Solutions LLC
06.2006 - 04.2012
Operations Manager & IT Director
Polen Capital Management
06.2004 - 06.2006
VP & Director of Operations
Forstmann-Leff Associates
02.2000 - 05.2004
MBA - Investment Finance
Fairleigh Dickinson University
09.1993 - 1998.02
Bachelor of Science - Economics & Finance
Fairleigh Dickinson University
09.1989 - 1993.05
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