Executive Consultant

Michael Leahy

Address: ** ****** ****** ********* ** 11787

Phone – 631-***-**** email – **********@*****.***

PROFESSIONAL SUMMARY

Motivated, organized, and dedicated business professional with a successful 20+ year track record of management and consulting experience in financial services.

• Expert knowledge of financial services business and technology trends

• Strong leadership skills.

• Significant experience in budget planning and managing P&Ls.

• Expertise in back and front office processing.

• Skilled at bringing business and technology areas together.

• Ability to create and implement a corporate vision.

• Strategic planner

• Excellent at presenting to large audiences as well as senior managers. SKILLS

• Motivating staff • Meeting Facilitation • Fiscal responsibility

• Industry knowledge • Gap Analysis • Enterprise Sales

• Product development • Team building • Product knowledge

• Professional Presentations • Organizational Change Experience

Feb 2017 – Feb 2018

Vice President – Product Commercialization Xtiva Financial Systems Successfully engaged with the industry leaders, associations and partnership groups to raise the visibility of Xtiva products/services and expand the footprint of Xtiva within the financial services industry.

• Partner with Product, Sales and Customer Success teams to align strategic objectives with delivery and service schedules

• Lead Sales and Partnership discussions to acquire new business and strengthen integration points

• Identify Market trends and consult Product team on value opportunities Feb 2012 – Jan 2017

Vice President – Product Development Xtiva Financial Systems 2

Successfully oversaw the migration of product suite from legacy platform to new technology platform

• Lead development of new, disruptive compensation and recognition programs, Advisor interfaces, and back office processes

• Collaborated with Sales Manager to re-position Xtiva product suite in the marketplace and improve messaging and presentation skills

• Support Sales and Account Management teams in their activities so that they can achieve and exceed their individual and company revenue goals.

• Promoted the Xtiva business strategy and product roadmap and aligned with client’s stated and future business needs for their market segment; on-boarded customers profitably

• Managed team of BAs to identify and document client requirement via “User Stories” Jan 2012 - April 2012

Consultant Northwestern Mutual

Lead an enterprise process re-engineering project for Client Onboarding with impact to operational staff, field staff and registered representatives

• Leveraged industry knowledge and experience to review current state brokerage operations and recommend how client could increase efficiencies and simplify tasks in the future

• Performed gap analysis between current state and proposed future state processes

• Led team of Business Analysts and SMEs to coordinate preparation of business requirements and provide analysis on how the operations will overlay the system functionality.

• Facilitated meetings to help bridge the understanding between the business and technical teams.

• Provided additional strategic insight to the organizational change elements of the project Jan. 2011 – Nov. 2011

Consultant Forbes Technical Consulting

Provided expertise and guidance for data integration and reporting for Risk Management projects within a Fortune 50 Global Investment Management Bank.

• Worked as a Business Analyst/Project Manager to coordinate between business and technical partners.

• Created management and customer reporting for portfolio exposure in specific securities or currencies.

• Prepared standard cycles of documentation for project.

• Worked closely with programmers during development.

• Created and executed test scenarios.

Jan. 2010 – Dec. 2010

Consultant American Beacon Partners

Established infrastructure and operational processes for new Broker/Dealer.

• Implemented new commission system

• Streamlined Financial Management processes

3

• Oversaw Trading Operations

• Created Compliance and Suitability documentation

• Developed Registered Representative website.

Sept. 2005 – Sept. 2009

Chief Operating Officer The Athene Group

Led growth and expansion of start-up business solution organization focused on financial services community.

• Tripled revenue during tenure.

• Direct oversight for development of proprietary product development

• Grew organization from 15 to 70 people during tenure.

• Managed staff in US and development site in Bangalore, India.

• Brought in large corporate customers including New York Life, Fidelity, John Hancock and AXA Financial March 1997– Dec. 2004

President & CEO NYLIFE Securities and Eagle Strategies Responsible for Broker Dealer operations, RIA operations, financials, technology, and strategic direction.

• Successfully managed P&L to exceed corporate plan.

• Responsible for creating and implementing compliance review processes for broker dealer and RIA.

• Managed staff of 150.

• Responsible for product mix of commissionable and advisory products for 7000 registered representatives.

• Managed relationship with clearing firm and 3rd party product providers. Education

• State University of New York at Albany, Albany, New York

• B.A. Economics

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