Summary
Overview
Professional Highlights
Awards
Work History
Skills
Education
Certificates and Specializations
Affiliations
Timeline
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STEVEN BEDDOW

Suffield,CT

Summary

Highly dynamic, analytical and envisioned top producing professional equipped with over 35 years of career experience generating performance, profitability and strategic growth. With the ability to self-direct, with proven track record, eliminates risk, minimize expenses and streamline operations through Business Intelligence, process improvements, and information management with the optimization of resources and research.

Overview

35
35
years of professional experience

Professional Highlights

  • Strategic Planning: Reinvigorated three under performing organizations by completely changing business models and strategies which generated an increase in revenue by an average of 28% by developing product strategy that drove explosive sales growth specifically from (8%) to 18% within 4 months.
  • New Business Startup: Established an innovative construction business that grew to 65 clients with an operating income of $212,000 within 3 months and was sold for an impressive profit after only 8 months.
  • Transformational change: Restructured two differently scoped Operations Departments with increasing exposure by implementing intelligent processes via a new system strategy that immediately eliminated risk.
  • Business Development: Created innovative Reference quality audio products under the Parlance Audio trademark.
  • Consulting: Proven ability with detailed knowledge of economics, capital markets, investments and audiophile equipment, accurately working with clients developing an investment and/or audiophile account that incorporates personal values while being delivered with the highest level of trust, confidentiality and communication.
  • Risk Mitigation: Successfully oversaw a 250+ account portfolio with over a $2M value by immediately eradicating defaults by over 8% on a weekly basis by establishing deep client relationships
  • Corporate Strategies: Restructured the Corporate Actions Mandatory and Voluntary Department including the design and implementation of macro information systems. By integrating centralized processing, standardization, technology, data validation and relevant communication, within the specifically designed Corporate Action macro system, allows the elimination of all risk exposure to the $32 trillion in custodial assets once the platform was utilized and executed

Awards

  • Honor Society Member, Alpha Sigma Nu, GPA 3.93
  • Certified, Six Sigma Green Belt, Sigma Pro
  • Representative in Leaders in Leadership, Washington Center, DC
  • Programmable Automation Thesis, APICS (National Award)
  • National #1 recognition rank within the Securities Entitlement Industry

Work History

DIRECTOR OF INFORMATION/SENIOR CONSULTANT

Reference Consulting
05.2008 - Current
  • Guided clients with a diversified array of financials: budgeting, taxes, real estate and alternative investments including personal luxuries such as classic cars, motorcycles and mountain bikes
  • Educated clients by structuring customized plans as well as decision making programs that establish priorities thus allowing the client to instill the correct perspective when approaching financial matters
  • Furnished clients with unparallel coaching that builds the foundation needed to successfully face and overcome financial obstacles that may deter their financial goals and dreams
  • Consulted clients, diagnosed problems, and brought successful financial freedom into their personal and professional lives by laying out a direct path to follow and approach to inculcate
  • Assisted clients in adjusting and modifying their financial and personal goals for short and long-term while helping them understand and evaluate the pros and cons of every decision

SENIOR BUSINESS/ PROJECT/ DEPLOYMENT ANALYST

JP Morgan Chase
10.2006 - 05.2008
  • Effective deployment planning and development with UAT/PVT/QA testing of production and build management
  • Enforced project deadlines and schedules by communicating and applying project standards, managing resources in accordance with project schedule, and consistently delivering high-quality client service with fiscally successful projects
  • Exhibiting confidence and an extensive knowledge of emerging industry practices when solving business problems while pushing creative thinking beyond the boundaries of industry practices and client mindsets
  • Provided seamless integration of technology, operations and customer service while delivering comprehensive solutions between internal functional partners and external vendors
  • Specialized in recognizing and reducing operational discrepancies, with the capabilities of overcoming complex business challenges as well as improving existing systems and implementing customized solutions
  • Proven track record managing projects to optimize and improve productivity while leading cross functional teams that collaborate as a focused unit to achieve aggressive business goals and drive the evolution of concepts into achievable business strategies
  • Instrumental in coding, analyzing and deploying JPMorgan's flagship Views Portfolio Reporting platform that empowers clients with 'any view, any time.' portal for information reporting, inquiries, and investment and transaction services

SENIOR GLOBAL OPERATIONS ANALYST/ACTING OPERATIONS MANAGER

JP Morgan Chase
10.2004 - 05.2008
  • Recruited specifically to consult senior level business executives and managing partners
  • Acted as an interface to fund managers, investors and client-sellers while secretly coordinating all internal project related analysis
  • Restructured the Corporate Actions, Mandatory and Voluntary Department including the design and implementation of macro information systems
  • Developed analytical business model supporting operational decision making, forecasting, and strategic processing for Corporate Actions
  • Forecast and measured operational performance by applying comprehensive analysis of key drivers and dependencies
  • Directed projects, generating successful criteria, while ensuring smooth implementation of a Corporate Actions Management System increasing productivity while eliminating risk and client exposure
  • Managed a team of 8 while implemented research and development, process and project development, quality control, risk control, intellectual portfolio, and system design
  • Consistently recognized for achieving sound judgment, decision-making skills, and exemplary leadership in constructing strategic vision, generating financial success, and delivering positive results across multiple business functions

CHIEF INVESTMENT OFFICER/SENIOR PORTFOLIO MANAGER

Beddow Investment Group
01.2001 - 05.2008
  • Managed portfolios and provided assistance allocating assets and conducting research for high net worth and institutional investment capital
  • Research, analyzed, and provided recommendations on private equity principal investments
  • Studied and completed research on alternative investments in support to the use of this asset class in portfolios
  • Interfaced with clients, discussing how investment services suited their unique circumstances; developed and proposed investment strategy to clients
  • Strategically identified client-centric required rates of return /asset allocation through creation and application of cash-flow and returns-based forecasting model
  • Conceptualized and adopted innovative ideas in implementing investment strategy in the construction and management of client’s portfolio
  • Conducted macroeconomic research and recommended strategic and tactical asset allocation for a discretionary portfolio
  • Analyzed, discussed, and selected appropriate asset-class weightings for strategic asset allocation of discretionary accounts, as well as asset allocation changes in discretionary portfolios
  • Built and maintained long-term quality relationships with customers by administering their investment process, asset allocation strategies, and account performance reviews, which resulted in total customer satisfaction
  • Spearheaded the development and execution of investment portfolios based on diverse asset-allocation and client-centric strategies

DIRECTOR OF OPERATION/SENIOR AUDIOPHILE CONSULTANT

Reference Audio
06.1990 - 05.2008
  • Company Overview: Innovative Audiophile Company that creates custom pre-amplifiers, power amplifiers and speaker components while encompassing audio and video consulting
  • Furnished strategic leadership in financial management, product development, marketing, sales, creative development, and product branding
  • Implemented interactive media theatre within highly sophisticated audio/visual systems, integrating various media technologies for seamless interactivity within a home, auto or architectural environment
  • Music audio for surround sound, digital audio/MIDI, synchronization, sequencing for music programming and automation, live sound reinforcement methodology, technology and operation
  • Experienced audiophile, proficient in all associated components, including digital and analog, power amplifiers, loudspeakers (mains, subs, and monitors), proper gain structure, signal path and signal processing (effects, dynamics, EQ, crossover, etc.), headphones and playback devices
  • Developed dynamic processes within reference technology, designing custom built advanced synergistic audio products under the Parlance Audio trademark
  • Innovative Audiophile Company that creates custom pre-amplifiers, power amplifiers and speaker components while encompassing audio and video consulting

SENIOR INTERNATIONAL CORPORATE ACTIONS RESEARCH ANALYST

State Street
06.2000 - 10.2004
  • Prioritized and managed multiple priorities in a fast-paced, dynamically changing environment while facilitating meetings, ensuring that all viewpoints, ideas and problems are addressed
  • Qualitative implementation and risk management are utilized while exceptions resolved and response confirmations validated and potential exposures eliminated
  • Headed responsibility in researching and reconciling SWIFT MT564 notifications as received from global custodians while researching complicated corporate action events via database systems
  • Integrated analytical technology with financial and operational research to implement and execute developmental sustainable strategies that assist in managing $26.03 trillion in custodial assets

RETIREMENT FINANCIAL ANALYST

Putnam Investments
01.1998 - 12.1998
  • Conducted quantitative and qualitative strategic consulting within the 401k, stock purchasing and defined contribution plans
  • Achieved and exceeded individual client financial goals and objectives in all aspects of day-to-day activities, with a focus on client retention, account management, and portfolio cultivation
  • Profound experience in customer service, risk management, cost reduction, and wealth improvement
  • Analyze financial performance of private equity fund holdings while executed analysis of equity investments across various sectors

Skills

  • Business Consulting
  • Strategic Implementation
  • Operational Analysis
  • Problem Resolution
  • Cost Reduction
  • Risk Management
  • Project Deployment
  • Financial Analysis
  • Change Management
  • Business Intelligence
  • Business Plan Creation
  • Business Process Design

Education

MBA - Sustainable Financial Business

Marylhurst University
Marylhurst, OR

MBA - Strategic Management

Regis University
Denver, CO

Master of Arts - Economics

Trinity College
Hartford, CT

Bachelor of Arts - Business With Dual Economic/Finance Minors

Assumption College
Worcester, MA

Master Certification - Applied Project Management

Villanova University
Villanova, PA

Master Certification - Business Analysis

International Institute of Business Analysis

Certificates and Specializations

  • University of California, Irvine, Database Design/ Operational Business Intelligence
  • Illinois University, Business Analytics and Information Economics

Affiliations

  • Association for Operations Management (APICS)
  • International Institute of Business Analysis (IIBA)
  • American Association of Individual Investors (AAII)
  • American Numismatic Association (ANA)
  • Acoustical Society of America (ASA)
  • Association for Intelligent Information Management (AIIM)
  • Association for Information Systems (AIS)
  • International Information System Security Certification Consortium (ISC2)

Timeline

DIRECTOR OF INFORMATION/SENIOR CONSULTANT

Reference Consulting
05.2008 - Current

SENIOR BUSINESS/ PROJECT/ DEPLOYMENT ANALYST

JP Morgan Chase
10.2006 - 05.2008

SENIOR GLOBAL OPERATIONS ANALYST/ACTING OPERATIONS MANAGER

JP Morgan Chase
10.2004 - 05.2008

CHIEF INVESTMENT OFFICER/SENIOR PORTFOLIO MANAGER

Beddow Investment Group
01.2001 - 05.2008

SENIOR INTERNATIONAL CORPORATE ACTIONS RESEARCH ANALYST

State Street
06.2000 - 10.2004

RETIREMENT FINANCIAL ANALYST

Putnam Investments
01.1998 - 12.1998

DIRECTOR OF OPERATION/SENIOR AUDIOPHILE CONSULTANT

Reference Audio
06.1990 - 05.2008

Master Certification - Business Analysis

International Institute of Business Analysis

MBA - Sustainable Financial Business

Marylhurst University

MBA - Strategic Management

Regis University

Master of Arts - Economics

Trinity College

Bachelor of Arts - Business With Dual Economic/Finance Minors

Assumption College

Master Certification - Applied Project Management

Villanova University
STEVEN BEDDOW