Jira
Stephen Zawatski
Framingham,MA
Summary
Highly skilled and motivated professional with a proven record of building relationships. Ability to identify problems and to develop collaborative solutions while working with cross-functional teams at all levels.
Overview
24
24
years of professional experience
Work History
Senior Client Operations Manager, VP
EAGLE INVESTMENT SYSTEMS
Wellesley, MA
01.2010 - Current
- Account manager for 10 client relationships including Schwab Brokerage, 100 million accounts +, $8 trillion aum
- Drove new business initiatives with US Bank, Delaware Investments and BNY Mellon to develop 30 new reports that became part of the core Eagle product offering
- Team lead of 6 Client Operations Managers, Mentor to 20 other Client Operations Managers
Relationship Manager, VP
VESTMARK INC
Wakefield, MA
01.2017 - 05.2018
- Respond to and price client requests for product changes, new projects, training
- Proactively identify opportunities to increase client satisfaction and overall value of the Vestmark suite (training, new projects, sales opportunities, etc.)
Consultant
01.2008 - 12.2009
- Consultation for the conversion of 4 clients onto the Eagle STAR Mutual Fund platform, Fidelity, Delaware Investments (now Macquarie), T Rowe Price, US Bank
- In-depth knowledge of client business and operational workflows, contributed 1000’s of business artifacts to the overall Eagle knowledge management (Knowledge Base articles, test cases, etc)
Senior Operations Analyst
STATE STREET BANK (formerly Investor’s Bank and Trust)
Boston, MA
08.2004 - 01.2008
- Team Lead of 8 analysts providing 24/7 support to 700 workstations in Boston, Sacramento, Toronto, and Dublin
- Support Cobol/SQL based and web based programs which managed over $2 trillion assets under management
Mutual Fund Accountant
STATE STREET BANK (formerly Investor’s Bank and Trust)
Boston, MA
06.2000 - 05.2002
- Maintained accurate records of all investments, transactions, and distributions for each account.
- Verified accuracy of accounting entries related to client transactions involving mutual funds.
- Reconciled discrepancies between internal systems used by the company and external custodian banks regarding mutual fund accounts.
Education
Master of Business Administration -
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS
01.2008
Bachelor of Science in Business Administration -
SAINT MICHAELS COLLEGE
01.2000
Skills
- Business Analysis, Project Management, Problem Management, Client Advocate, Release Management Incident Management, Process Improvement, Change Management, Mentor, 15 years in SaaS/PaaS
- Proficient with MS Office suite, JIRA, Salesforce, ServiceNow, Eagle STAR
Activities
- HEART (Helping Each Ability by Respecting and Teaching) Network
- Children’s Hospital Blood Drive
- Framingham United Soccer Coach
Accomplishments
- Nominated for BNY Mellon STAR award 2014
- Nominated and received Eagle Team Award for the MassMutual implementation 2016
- Nominated and received Eagle Individual Recognition Award Q3 2009 and Q1 2011
- Nominated and received 11 individual awards, 1 team award at IBT
Software
ServiceNow
Salesforce
Eagle STAR
Timeline
Relationship Manager, VP
VESTMARK INC
01.2017 - 05.2018
Senior Client Operations Manager, VP
EAGLE INVESTMENT SYSTEMS
01.2010 - Current
Consultant
01.2008 - 12.2009
Senior Operations Analyst
STATE STREET BANK (formerly Investor’s Bank and Trust)
08.2004 - 01.2008
Mutual Fund Accountant
STATE STREET BANK (formerly Investor’s Bank and Trust)
06.2000 - 05.2002
Master of Business Administration -
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS
Bachelor of Science in Business Administration -
SAINT MICHAELS COLLEGE