Michael McKenna

Proven success of delivering large and complex business transformation and program management to top-tier financial services clients. Key Projects & Achievements:

• Directed a team of 10 consultants to devise a business optimization strategy for a Self-Regulatory Organization (SRO) resulting in a streamlined operating model and a $150M reduction in operating expenses
• Collaborated with business, platform and technology stakeholders to deliver investment portfolio construction tools as part of a wealth management platform transformation.
• Managed 20+ strategic business initiatives as part of a large-scale wealth management integration program to align operating processes across platforms.
• Led the implementation of a vendor-hosted billing application which accounted for $400M in annual revenue.
• Executed the conversion of 220K mutual fund positions valued at $4B from an in-house investment platform to Broadridge's RevPort

• Collaborated with financial advisors, to convert the discretionary equity holdings of 100+ wealth management clients to the BBH Core Select Portfolio
• Developed rebalancing strategies to minimize risk exposures.

• Collaborated with U.S.-based Sales and Sales Trading desks as part of the Institutional Equity Management Group to ensure accurate commission reporting across Listed, OTC, and Foreign equities.
• Improved efficiency and accuracy of monthly and quarterly commission reporting by automating manual workflows and data integration processes.