Business Architect

Richard Pelton

617-***-**** ********@*****.*** Boston, MA

An Innovative and dynamic transformation leader whom has over 25 years of combined consulting and financial service industry experience. In his work accomplishments he is driven and is extremely data focused, well versed in complex software solutions in data management, governance, and investment accounting. A data evangelist with exceptional judgment and proven ability to establish instant credibility as a business partner and influencer that produces exceptional results. Professional Accomplishments

State Street Corporation, Boston, MA.

Business Architect (Alpha) 2019 –Present

• Translate front, middle and back office business, functional strategy and plans into domain-specific technical capabilities and business solutions for the Alpha platform

• Engaged with associates to evaluate front office current state IBOR and its sustainability to support future business

• Provides business leadership in the design of new core Alpha data vault to support next generation digital experience

• Routinely collaborate with other business architects, product managers and, technologist in the design of the future state Alpha platform emphasizing both software functionality and scalability

• Executed Proof of Value evaluation and recommendation of a commercial Enterprise Data Management application to investigate its viability to serve as a central market data solution for the Alpha enterprise

• Drive consistency and optimization of business processes and technology solutions across capabilities within the security master domain

Data Global Exchange (Consultant) 2017 –2019

• Engaged with associates in the design, development and implementation of new scalable EDM relational data model to support Data as a Service platform

• Orchestrated requirement gathering sessions with business owners to derive front office operations data requirements, business use cases, detailed current and future state operational process flows and data integration strategy

• Advised in the strategy of data governance principles to strengthen risk mitigation and improve process efficiencies BNY Mellon, Boston, MA.

Middle Office Solutions (Consultant) 2016 –2017

• Collaborated with the business sponsors to understand and define business processes that meet goals and objectives and maximize the value proposition of the technology solution

• Generated comprehensive gap analysis and POC leveraging Eagle’s platform for proposed multi-regional IBOR solution

• Provided recommendations to middle office Global Outsourcing onboarding best practice process

• Presented strategic solution for more efficient operational, technical processes and worked collaboratively with stakeholders to introduce new operating model

• Developed and delivered corporate action accounting product materials, administered corporate action workflow training, and educated end user on error resolution process to meet clients SLA’s Data3Sixty, Burlington, MA.

Managing Director/Head of Data Governance Solutions 2015 –2016

• Introduced data governance implementation best practice strategy to ensure a repeatable process, consistent client experience, improving data quality and maximizing the use of data to make decisions

• Executed the implementation and management of Data3Sixty’s proprietary cloud-based data governance solution for multiple clients simultaneously

• Devised and delivered software release program, provided transparency to clients in regards to software release date, list of enhancements and bug fixes supported by comprehensive release notes

• Responded to RFP/RFI, led presentations, facilitated discussion and demonstrated the benefits of Data3Sixty to prospects

• Represented client relationships internally and partnered with other associates to address ongoing client service needs Eagle Investment Systems, LLC, Wellesley, MA.

VP/Business Development Product Specialist 1998 –2015

• Drove the partnership and delivery to automate corporate actions workflow processing that reduced operational risk, increases processing efficiencies by 80% and offer a new revenue stream

• Organized, executed and managed strategic customer engagement of Eagle’s security master governance solution and ensured delivery of strong customer ROI against defined objectives

• Engineered account governance workflow solution for large asset management firm utilizing Eagle’s data management solution, deployed enterprise wide and without product enhancements

• Performed current state data and process workflow assessments for clients to identify data redundancies and risk, create short-long-term strategic plans, reengineer solutions that fit into the firm’s data management and governance policy

• Established and maintained strong working relationships with business owners, operations and technology management teams in the capacity of a trusted advisor on business architecture matters VP/Product Development Manager – Master Data Management

• Managed the reference domain requirements and design processes, ensuring alignment of new investment asset classes for Eagle’s investment accounting solution

• Created and implemented business glossary, policies, metadata rules and lineage to operationalize data governance

• Facilitated the implementation of new product features through end user training sessions and product demonstrations

• Provided solution design expertise, support for client implementation projects and Eagle’s complementary products

• Partnered with associates to provide strategic product management leadership through brainstorming product concepts that align with the business’ need for software solutions

• Created and served as an owner of a multi-year roadmap for data management capabilities Product Definition Manager - Reference & Corporate Action Products

• Spearheaded the architecture, development and introduction of corporate action automated processing for Eagle’s investment accounting solution

• Built, launched and managed industry leading proprietary reference governance tool, inclusive of requirements gathering, technical design, product development, testing, documentation, end user training and support

• Lead and oversaw a global team of business analysis, engineers and quality assurance professionals that were accountable for delivering software solutions

• Leveraged my insight of asset management business functions, business processes and technology to define and guide the development and implementation of technical solutions System Analyst

• Instrumental in the launch of Eagle’s investment accounting solution including RFP response, preparation and sales demonstrations

• Collaborated with CTO and other executives to drive investment accounting product solutions, assumed many roles and additional responsibilities

Implementation Consultant

• Managed the day-to-day implementation of the Eagle Pace solution at asset management firms Keane, Inc. Waltham, MA.

Senior Consultant 1996 – 1998

Thomson Financial Services, Boston, MA.

Product Design Specialist 1994 – 1996

State Street Corporation, Boston, MA.

Technical Information Analyst 1990 – 1994

Education

Northeastern University, MBA, Business Administration 2000 Johnson & Wales University, BS, Business Management 1989

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