RIORDAN CONSULTING, LLC, Boston MA
October 2006 – Present
Project Management: Successful conversion of over 20,000 accounts to Advent; completion of 4 system searches; completion of 3 system implementations; successful management of several firms becoming GIPS Compliant; successful management of ...
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RIORDAN CONSULTING, LLC, Boston MA
October 2006 – Present
Project Management: Successful conversion of over 20,000 accounts to Advent; completion of 4 system searches; completion of 3 system implementations; successful management of several firms becoming GIPS Compliant; successful management of several middle and back-office outsource conversions and historical performance conversions
INVESTORS BANK & TRUST, Boston MA
March 2004 – October 2006
Senior Manager, Director, Director II; Performance Measurement Group
•Manage a full-service performance measurement group responsible for operations, client management, sales and marketing, product and staff development
•Craft the strategic vision and supporting tactical initiatives to attain aggressive growth objectives, enhance the product and service offering, create operational efficiencies, motivate staff and track client satisfaction
•Create marketing materials and sales presentations and present the service offering to prospects
•Maintain performance and attribution expertise by staying current with CFA Institute GIPS, industry trends, technology, and in-depth knowledge of performance and attribution methodologies for all asset categories
STATE STREET CORPORATION, Boston MA
September 1998 - March 2004
Product Manager, Wealth Manager Services (3/03 to 3/04)
•Manage all facets of the Wealth Manager Services outsourcing performance department, including: P successfully integrated a new performance/attribution/accounting platform
Assistant Vice President, Wealth Manager Services
(3/02 to 3/03)
Associate, Principal, State Street Global Acvisors (9/98 to 3/02)
Specialties: Performance measurement, attribution, risk measurement, GIPS Compliance
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