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Nasser Mortazavi Introduction Siv 1 3 Nologo

Published on: Mar 3, 2016
Published in: Technology      Business      

Transcripts - Nasser Mortazavi Introduction Siv 1 3 Nologo

  • 1. Introduction Email nasser.mortazavi@gmail.comNasser Mortazavi Link Address Available Upon Request Phone Please make an initial contact via emailSummaryMr. Mortazavi is a business focused, results-driven professional with 25 years of experience. He is astrong and effective leader with vision and a proven track record of successfully managing staff,projects, and budgets. He is a team player with a strong work ethic and high integrity, who is driven toexecute with quality and efficiency. His focus is new product development and system integrationprojects in the financial markets. He provides expertise in strategic, analytical and functional layers ofenterprise systems in the Financial Industry, specifically in the Retail Brokerage, and Capital Marketsarenas. He has international experience and currently is leading the analysis and planning phase of asystem integration project in Europe and Middle East. Areas of ExpertiseEducation Director, Product Management - Workflow Solutions In the last 4 years he has focused on BPM (Business ProcessDec 1984 – B.S. Management) solutions and product strategy. The BPM solutions,Computer Information integrate human and document centric activity with enterpriseSystems applications using webservices.University of Wisconsin. Besides Workflow Solutions he has launched several other products that provide a seamless integration layer to enterprise systems. He has managed these Enterprise Bus products that provide real-time or end ofEmployment: day APIs. These APIs provide synchronous, request response and asynchronous, push technology access to the enterprise systems.Thomson Reuters(BETA Systems)1989 to Present Account Executive, Business Development and SalesBrookfield, WI USA Director, Account Executive for Wachovia Securities (3rd largest US Brokerage firm). He lead the relationship team and worked with the client at the executive level to develop relationships and provide alignment between client’s business and BETA Systems’ development projects.Metavante (FIS Systems) Director, Business Development – He was responsible for analysis1985 to 1989 and sales phases of a joint venture between BETA Systems andMilwaukee WI USA Societe Generale (A French bank with US Securities Operations) to offer competitive Clearing and Application Services (TPO – Transaction Process Outsourcing). He managed the sales team on the TPO services, offered as a packaged solution to a large West coast retail brokerage firm. Vice President, Sales & Installation - While BETA Systems was going through a management transition he took the leadership responsibilities over the sales and implementation team. He was responsible for New Client Sales, contract renewals, RFP process, pricing, contract negotiations, and leading sales shows. He also managed the Conversion and Training team.
  • 2. Email Nasser Mortazavi Link Address 622 N. 60th St. Milwaukee WI 53213 USA Phone 262.617.8867 Large Systems IntegrationApplication expertise Large Brokerage System conversions – He is intimately familiar with conversion process and discipline. His experience and expertise, fromCustomer Information both business and technology perspectives has allowed him to playSecurity Master many roles for numerous firm conversions. Some of the highlights are:Case ManagementRetirement Accounts NCBC – Lead integration and gap analysis phase of aYear End Tax and Reporting conversion of an in house brokerage system to BETA GlobalConfirmation and StatementsCustomer Ledgers System. (2010)Portfolio valuations Ameriprise Financial – Pre sales, Managing workshops, andStock Record early on-site application expertise. (2009)Tax Lot Accounting Wachovia / Prudential Merger – Data Integration and front endCost Basis Reporting application integration expert. Managed the project and itsClearance and Settlement integration points with Prudential Insurance Group. (2005)Order Entry and Trading AG Edwards Conversion – Lead the Conversion ManagementMargin ProcessingTransaction Processing and implementation teams. (2003)Document Management Societe Generale (Cowen) Conversion – Negotiated the list ofMutual Fund Processing enhancements with the client and directed the enhancementShareholder Record Keeping and data integration projects. (1999)ReOrg and Income Processing Wachovia Data Center Move – Managed the application setupFinancial Reporting and lead the on-site application support team. (1998)Performance Measurement First Union National Bank Conversion – Lead the project in Gap Analysis, Operational review, bank integration points and managed the integration and enhancement development Technical Skills effort. (1996) 12 other Firm Conversion Projects – All phases of a conversion Mainframe systems: IBM project: User requirement, Build, File Conversion, Gap Analysis, zSeries, COBOL, CICS, JCL, on-site management, support, and project management. Jobs / Procs, ISPF, SDSF, TSO, FileAid, CA Tools, DB2, Datacom, SQL. Application Development Microsoft Office: Excel, Word, PowerPoint, Visio, and He has built systems from the ground up, and has in-depth experience Project. in system analysis, user requirement, definition, and functional specification. On the development side he has built new or redesigned large systems, tested, deployed, documented, trained, and providedCitizenship: user and application support. He has managed large Mainframe and Client Server systems, leading teams of 60 Information TechnologyUSA, Iran professionals. He enjoys managing people and projects in a very fast paced, agile, energetic, and rewarding environment. He has been in the forefront of Application Administration arena by transforming the development environment with new productivity tools, and technology. He has implemented procedures and policies in change management discipline and established best practice guidelines. He started out his career as a programmer working for a Banking Service Provider located in Milwaukee Wisconsin (Metavante, now FIS). His focus was in the Trust Accounting systems.

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