Project Manager Management

Spencer Olsen

Six Carla Drive - Danbury, CT - ***11

954-***-**** / *******.*****@*******.***

EXECUTIVE SUMMARY

Subject Matter Expert with 20+ years capital markets executive experience

in Product Development, Product Marketing and Project Management

specializing in the design, build and marketing of custom and unique

electronic trading, market data and wealth management software platforms.

Have extensive knowledge of market data providers and trade execution

venues. Proven track record of monetizing raw market data into revenue

generating applications by leveraging strategic alliances with a deep

awareness of industry dynamics. Proficient at analyzing products for vender

data overlap and selection of vender replacements to achieve cost savings.

Experienced interfacing with key business units including marketing,

finance, human resources and technology. Superb communication and

presentation skills in articulating ideas to technical and non-technical

audiences. Adept at visualizing, evaluating and creating breakthrough

strategies to move projects from discovery, design and development to on-

budget and on-time product migration. Strong analytical and problem solving

skills and able to guide and encourage cross-functional teams to surpass

project objectives. Specialist in reverse engineering and reengineering of

the architecture and content of legacy platforms and portals into next

generation systems.

PROFESSIONAL EXPERIENCE

THOMSON REUTERS CORP., New York, N.Y. January 2010 -

December 2010

The world's leading source of intelligent information for business and

professionals

Senior Product Manager - Retail Wealth Management Platforms / Market Data

Trading Applications

Retained as consultant for subject matter expertise in Senior Product

Manager role for two projects:

. Retail Investor / Financial Advisor Wealth Management Platform Build -

Educated and guided a team of business analysts, project managers,

developers and senior management with the design, data content and

functionality of a substantial multi-asset wealth management platform

custom built for a large Thomson Reuter's asset management financial

services client. Created alternative components to compete with

competitor pricing. Assessed impact of new regulatory laws and

compliance requirements. Engaged with client and marketing to analyze

and optimize client's goals. Drove initiatives to ensure results were

delivered on-schedule, on-scope and on-budget.

. Market Data Trading Applications Review - Analyzed market data trading

applications which are part of a Thomson Reuter's institutional

product for enhancement and redesign. Developed and designed new

custom components from idea generation and competitive analysis.

Results made product more competitive, efficient and robust. Served as

resource for development team in addressing issues related to

requirements, functional specifications and use cases. Prioritized

development of features to ensure timely delivery which maximized

early client adoption.

EQUITYFEED CORP., New York, N. Y. September

2003 - December 2009

Leading developer of customized real-time trading applications & wealth

management portals for financial institutions

Director of Product Management and Development - 2006 / 2009

Vice President of Product Marketing - 2003 / 2005

Responsible for enhancing firm's market data & wealth management

application suites and designing custom equity trading applications to

ensure competitive industry position and corporate revenue growth.

Formulated product marketing plans and crafted sales literature. Translated

client user requirements into functional design specifications. Led product

line managers and their cross-functional teams in moving all parts of the

project from cradle-to-grave on-schedule and on-budget. Developed strategic

alliances and negotiated contracts with 25+ data content providers.

Analyzed product development costs and determined appropriate client

pricing. Used management skills guiding project teams located in several

site locations.

. Led marketing team at strategic account engagements and product

development meetings with Managing Directors at major financial

institutions - Clients included: Citigroup, UBS Bank, Jefferies, E-

Trade, Asiel, T. D. Ameritrade, Lehman Bros., Bear Stearns, LaBranche

and Pershing.

. Conceptualized the content and designed the graphic user interface,

functionality and navigation features on 30+ cutting edge market data,

wealth management and electronic trading applications. Performed test

case and user acceptance testing. Authored user instruction manuals.

. Attended industry conventions to seek new strategic alliances, view

competitor's products and update knowledge of industry trends and

emerging technologies.

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SPENCER OLSEN

Page Two

PROFESSIONAL EXPERIENCE

(continued)

KNIGHT CAPITAL GROUP, Jersey City, N. J.

January 2000 - April 2003

Largest U. S. equities trading firm

Executive Vice President - Capital Markets Trading

Section Manager of a 50 person proprietary trading desk that made markets

in NYSE and NASDAQ listed equities, corporate debt and derivatives.

Responsible for trader risk management, best execution regulatory

compliance, trader workstation enhancements and market data vendor

relations. Designed order management and execution management systems (OMS

/ EMS). Conducted contract negotiations and worked with market data and

exchange transaction vendors on enterprise specific requirements and

proprietary enhancements for front-end trading application suites.

. Oversaw an order destination initiative linking EMS with several ECNs

and Dark Venues which improved trade execution times by 75%.

. Managed a complex OMS messaging software project requiring

coordination between multiple institutional clients, transaction

providers and internal cross-functional teams. Overall efficiency

improvements achieved a 95% reduction in order execution reporting

delays.

. Responsible for a large-scale integration project connecting trader

and portfolio manager workstations which created standardization for

reference data retrieval and eliminated duplication of market and

trade data disseminations.

CHARLES SCHWAB & COMPANY, San Francisco, CA September 1992 - July

1999

Nation's largest discount brokerage firm

Senior Project Manager - Wealth Management and Capital Markets Software

Applications

Supervised and managed the planning, execution and closing activities of

complex multi-asset market data, wealth management and trade execution

application projects servicing retail investors, wealth management advisors

and capital markets trading. Identified project risks, scheduled tasks,

tracked budgets and produced project status reports. Interviewed

stakeholders to determine requirements for upgrade of existing applications

and specifications for development of new products. Designed applications

to link databases and desk top terminals, track user account activity and

functionally to capture best execution. Guided user interface developers

and graphic designers on design and navigation features of applications.

. Worked on major projects with budgets of $10 to $25 million and short-

term projects with budgets of $2 to $5 million.

. Acted as the lead project manager for the Master Securities

Description team in the design and execution of a major contingency

project to plan for various disaster scenarios.

. Researched offerings from several market data vendors and authored

"Change of Market Data Vendor Analysis Report" detailing comparative

offerings. Report crystallized new vendor selection and resulted in

savings of $425,000.

TROSTER SINGER & COMPANY, New York, N. Y. January 1987 -

August 1992

NYSE Member Firm / Division of Goldman Sachs Group, Inc.

Managing Director - Branch Office Manager

Responsible for strategic direction and tactical execution of firm's first

branch office. Selected location, negotiated lease, oversaw computer and

telecommunications instillation. Recruited and supervised 15 proprietary

traders. Monitored regulatory compliance and internal audit standards.

Oversaw continuous upgrades of electronic trading technology. Guided branch

through successful conversion to new internal market data platform. Managed

installation of computer hardware and software components for data backup

in disaster recovery location.

. Member of team that designed the first order execution software for

NASDAQ equities.

. Built 35+ broker/dealer correspondent network.

. Office generated annual profits of $25M.

EDUCATION

University of Hartford, Hartford, CT

Business Administration and Management coursework

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