Brian O'Keefe
** ****** **. *********, ** *****
home: 978-***-**** . cell: 617-***-**** . e-mail: *******@*****.***
Professional experience
Fidelity Research Management - contract Boston, MA
November 2010 - January 2011
Information Architect (Spotfire expert) - For Devonshire Investors
Division, designed, implemented and unit tested data visualization reports
and analytical dashboards for management and business users. Utilized all
areas of Spotfire tool including, Information Designer, Web Player,
Expression Building, and Spotfire 3.2 designer. Spotfire reports were
distributed via Microsoft SharePoint to desktop computers, laptops and
iPad devices, as well as, via Spotfire Web Player and dxp files. Worked
with data architects and business analysts regarding: data quality,
pivoting, joining, requirements and data semantics. Analyzed and
identified entity-relationships, in-depth understanding of data and
process flows.
Panopticon AB - contract
Stockholm, Sweden / Topsfield, MA
November 2007 - December 2010
Developed the ezViz Office product and designed the website and other
collateral associated with ezViz. Responsible for the design, build,
implementation and roll-out of Panopticon's visual analytical software
product line. Organized, wrote and prioritized client requests for
enhancements including GUI changes, FIX connectivity, databases and
managed the product backlog using an agile development process.
Responsible for updating and training sales on development road maps and
new releases. Conducted webinars PR meetings, and analyst reviews for the
promotion and dissemination of Panopticon's core message and value
propositions. Industry speaker and thought leader, speaking at events
like: O'Reilly's Money Tech conference and SIFMA. Reviewed and authorized
all technical and marketing documents and specification notes regarding
Panopticon's SDK, Enterprise and Desktop applications and data connectors.
Member of the Panopticon's management committee which set policies on
pricing, sales campaigns and marketing programs. Started, a joint
venture with Panopticon AB, called ezViz.biz which offers a lower-end data
visualization product that targets SMBs and retail. Products are sold on
an on-line webstore at www.ezviz.biz.
Spotfire Inc. - contract (acquired by TIBCO)
Somerville, MA
February 2006 - November 2007
Industry segment leader responsible for segmentation analysis and
execution of a global go-to-market plan of interactive visual software in
the financial services industry. Regarded as the fast growing segment at
Spotfire. Financial services revenue grew to $7 million in the first 18
months of operation. Ultimately responsible to help sales reps achieve
revenue target goals via lead generation strategies and consultative
services. Supported global sales force by traveling to 25 countries to do
product presentations. Shaped and executed the go-to-market strategy by
developing value propositions, driving solution launches, creating
innovative marketing programs, developing field enablement strategies and
supporting public relations. Worked closely with product management,
sales, partner marketing and customers to understand business needs and
track industry and competitive trends in order to create compelling and
differentiated messaging within the financial services segment. Helped
develop content, tools and programs which provided the necessary sales
training, collateral and marketing content for internal and external sales
efforts. Supported bi-annual and annual business planning with
management. Achieved status as a thought leader, spokesperson and champion
for the company and products, both internally and externally combined with
proven ability to write whitepapers and speak to audiences on the merits
of using interactive visualization tools with financial data.
Firefly Capital Inc. (lost funding) Boston, MA
January 2005 - November 2005
Responsible for new business development and marketing for Firefly's
proprietary electronic trading platform for buy-side equity managers.
Designed and wrote functional specifications for the development of new
features and functionalities for the software. Worked with developers to
design real-time trade cost analytics (TCA), pairs trading, portfolio
management, and option hedging tools. In depth experience with algorithms,
ATSs or matching networks, ECNs, exchanges and options. Business
Development efforts targeted hedge funds, CTAs, mutual funds, pension
funds and on a limited basis high-net-worth.
Bear Stearns Co. Inc.
Boston, MA
April 2003 - December 2004
Responsible for new business development and sales trading for equities,
futures, foreign exchange and derivatives, targeting hedge funds, CTAs,
mutual funds, proprietary bank traders and High-Net-Worth. Introduce
Bear's services, including: execution, e-commerce and global clearing to
institutional and retail prospects. New business development centers on
internal and external presentations, both written and oral. Series 3, 7,
63
Liquidnet Inc.
Boston, MA
May 2002 - April 2003
Responsible for new business development and relationship management for
existing clients of Liquidnet's block trading system. Developed the Boston
region into being the largest revenue producer for Liquidnet. New
business development centered on client presentations, both written and
oral and exhibiting trading software to buy-side trading desks, CIOs and
COOs. Maintain an adept understanding of e-commerce initiatives, FIX
protocols, straight-through-processing trends and investment technology
tools. Relationship management entails the nurturing and servicing of 18
existing accounts, including several of the largest mutual fund families
located in the U.S. Work productively with buy-side traders to
effectively deliver alternative trading services to their equity desks.
Series 3, 7, 63
Sovereign Bank
Boston, MA
August 2001 - May 2002
Initial wealth management group hire for Sovereign Bank's New England
division. Built a team of professionals to cover all aspects of wealth
management, including: estate planning, trusts, investment management,
IRAs, profit sharing plans, philanthropy, charitable foundations.
BOK Capital Inc.
Boston, MA
March 2000- August 2001
Founder of an investment advisory start-up. Manage an alternative
investment portfolio for high net worth individuals and a proprietary
equity trading account.
Putnam Investment Management
Boston, MA
1997 - 2000 Commodities
Managed a $50mm commodity portfolio within the Global Asset Allocation
group benchmarked against the Goldman Sachs Commodity Index (GSCI). First
alternative investment product launched at Putnam. Member of a select
Currency Investment team that was responsible for FX hedging strategies in
Putnam's international equity funds and global bond funds.
1993 - 2000 Derivatives & Global Bonds
Design and implement derivative-related investments strategies for Fixed
Income and Equity portfolios: country risk, asset allocation shifts,
duration management and yield curve positioning, relative value alpha
strategies. Design currency-hedging strategies after analyzing market
fundamentals, technicals and capital flows. Execute and monitor all
currency forward positions for Global Fixed Income portfolios. Provide
market-related views at various Putnam capital market forums. Worked with
IT department on product reviews, FIX connectivity and STP procedures.
Bank of Boston
Boston, MA
1991 - 1993 Foreign Exchange Trading
Chase Manhattan Bank
New York, NY
1989 - 1991 Foreign Exchange Trading
Bank of Boston
Boston, MA
1985 - 1989 Foreign Exchange Trading
EDUCATION & SKILLS
University of Maine 1981 - 1985
Orono, ME
Bachelor of Arts; Economics
Skills: Advanced: Excel, TIBCO-Spotfire, Panopticon; Intermediate: .Net
Developer, HTML
OTHER INTERESTS
Snowboarding, Lacrosse, Fly-fishing