Customer Service Project

**** *********** ***** 312-***-****

Drive E-mail

Schererville, IN *********@*****.***

46375

George Fischer

Education University of Notre Dame Notre Dame, IN 1997

B.S., Engineering

B.A., Government and International Relations

Professional Geneva Trading, LLC Chicago, IL 2008 - Current

Experience Head of Program Management

Reported to CEO. Member of the Geneva Leadership Committee, the executive group

tasked with execution of short, intermediate and long-term corporate strategies established at

the corporate steering (shareholder) level

Managed a team responsible for firm-wide program management, project management &

business analysis; carried out the planning and implementation of a portfolio of projects for

trading, operations, back office, risk, accounting and human resources departments

Worked independently across global departments; managed many complex projects and

carried out activities large in scope, cross-functional and technically difficult

Developed and managed business requirements, financial analyses, project cost/ROI

estimates, software functional specifications, front-end user interface designs, project plans,

QA test cases and supported overall release management

Responsible for standardized processes and procedures relating to project initiation,

governance and project reporting

Responsible for the administration of the budget, resource plan, change management and

financial forecast of technology investments

Created (from scratch) the monitoring framework and methodologies across the enterprise

to manage prioritization, resource utilization and project tracking;

Developed and maintained firm-wide project priority list for global software development and

infrastructure projects

Responsible for the planning and execution of CEO-sponsored global programs and

initiatives for Geneva

Managed project deliverables against the project plan, tracking overall progress and

deliverables as milestones in adherence to project standards and governance lifecycles;

managed the review and sign-off for deliverables

Ensured project documentation complied with project standards created; reported to the

CEO and steering committee when failures occurred

Identified, documented and actively managed project Risks, Issues and Dependencies;

escalated as appropriate to project business owners with recommended solutions

Managed changes to project scope and plan by assessing the impact on the project risks,

resourcing and budget

Participated in the due-diligence on a strategic corporate merger; managed the on-boarding

project of the new entity and facilitated the successful integration of the combined firm

Implemented a global vendor management program and standardized process for selecting

key emerging technologies & negotiation of service-level agreements

1118 Stonebridge Phone 312-***-****

Drive E-mail

Schererville, IN *********@*****.***

46375

George Fischer

Led many development and vendor integration projects focused on the trading of cash

equities, equity options, futures, OTC/swaps and other exchange-traded products on the

CME Group, Eurex, NYSE/Arca, CBOE, LIFFE, ICE and Asian Exchanges

Integrated new futures back office (ION) and upgraded accounting systems (Great Plains)

to position the firm to reconcile futures/OTC transactions & analyze key financial metrics

across the firm; Developed requirements for a new risk management system

E*TRADE Financial (NYSE:ET) Chicago, IL 2003 - 2008

Senior Manager, Brokerage Product Management

Vice President, E*TRADE Futures LLC

• Built and managed teams in two diverse functional areas within E*TRADE’s

core business: Derivative Trading Product Management and International Trading

Product Management

• Hired, trained and managed a cross-functional (and multi-location) organization

of product managers, focusing on creating a world-class customer experience for retail

equity, options and futures trading products

• Led and managed the successful integration of corporate acquisitions, including

Wall Street Access, BrownCo and HarrisDirect.

• Created and presented to firm Officers many product development (strategy)

roadmaps and strategic business development plans for retail trading products,

including development plans for futures, options, FX trading and International trading for

Asia/Pacific and Europe

• Managed a team that successfully delivered high profile technology

development projects for the etrade.com website, and client-server platforms such as

Power E*TRADE Pro and MarketTrader

(https://investor.etrade.com/releasedetail.cfm?ReleaseID=225525 )

• Lead the custom development and integration of Trading Technologies (TT)

front end trading system with connectivity to CME, CBOT, Eurex and LIFFE global

futures exchanges

(https://investor.etrade.com/releasedetail.cfm?ReleaseID=225534 )

• Oversaw key elements of futures business line; established pricing, product,

customer service and marketing plans; managed ISV and clearing partnerships

• Implemented daily reporting metrics for regulatory filings and business-line

users related to the derivatives trading business segments

• Defined and implemented Sarbanes-Oxley program for futures business

• Designed E*TRADE’s globalization strategy for offering localized website

content to customers throughout the world

• Managed and resolved escalations raised by top brokerage customers; also

interacted with customers at trade shows and customer events

Senior Product Manager

Led all phases of the product development life cycle, including the following:

1. Built complete business plans; collected detailed business requirements by working

with customers and key stakeholders

2. Designed many user interfaces for etrade.com website and trading platforms

(client-server and mobile); conducted customer usability studies

3. Wrote detailed functional specifications (including all back-end system flows &

1118 Stonebridge Phone 312-***-****

Drive E-mail

Schererville, IN *********@*****.***

46375

George Fischer

database requirements)

4. Built and managed project schedules

5. Wrote and executed QA test plans and test cases

6. Authored customer help content (e.g. online search) and developed on-boarding

creative materials; designed and implemented product branding

7. Created and implemented customer service communication plans & marketing

plans

8. Trained key customer service and operations groups

Managed a small team of product managers focusing in areas of trading, quotes, research

and related areas on the customer website and trading platforms

Product Manager

Built futures business from ground up for E*TRADE in January 2004

(http://www.msnbc.msn.com/id/6606830/)

Developed many business requirements and functional specifications for web-based

trading applications and Java client server applications

Created and continuously maintained a detailed competitive product matrix, analyzing

product offering for E*TRADE against key competitors

Crafted use cases and created user interface designs (end-to-end customer experience) for

website and other digital communications strategies

Conducted customer usability studies for several high profile projects

NetAdvantage Barrington, IL 2000-2003

Founder

Designed and developed a specialized software (C++) application that allowed telecom

operators and network equipment providers to optimize their capital investment

Acquired key clients (Tellabs, Sprint, Tellium, Redback Networks) by defining business

requirements and building customized software to meet end user needs

Built a successful and profitable start-up company from the ground up

Navigant Consulting (NYSE: NCI) Chicago, IL 1997-2000

Manager

Responsible for managing workflow of IT consultants for financial services (capital

markets) software development and technology integration clients; also managed key client

relationships & sold new business

Consultant

Gathered business requirements and wrote functional specifications for mission-critical front

& back office applications of proprietary trading organizations and banks

Designed and built custom software tools and systems; conducted QA testing of new

1118 Stonebridge Phone 312-***-****

Drive E-mail

Schererville, IN *********@*****.***

46375

George Fischer

releases

Competency Programming: HTML, Ajax/DHTML, JavaScript, Visual Basic, C++, Java, SQL

Financial Systems: ION, GMI, ADP/Broadridge, Great Plains, Misys Summit FT, TT, RTS,

ORC, Stellar

Asset Classes: Futures, Equities, Options, OTC/Swaps, Cash FX and Fixed Income

Software Microsoft Office Products (MS Project, Word, Excel, PowerPoint, Access, Visio)

Proficiency Front Page, Dreamweaver, Fireworks, Photoshop, Adobe Editor

Awards President’s Award Winner - 2005

Sarbanes-Oxley Recognition – 2005

Achievements Junior Class President – University of Notre Dame

Licenses

NASD Series 3, 4, 7, 63

1118 Stonebridge Phone 312-***-****

Drive E-mail

Schererville, IN *********@*****.***

46375

George Fischer

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