Trust and Custody technology/operations expert 20 + years

Industry:	Accounting & Finance
Occupation:	Financial Specialist
Education level:	Bachelor
Will Relocate:	Yes
Location:	East Bridgewater, MA

2/2007 - 12/2008

STATE STREET CORPORATION, Wealth Manager Services

Director / VP

• Managed the data integration of State Street Corporation’s and Investor Bank & Trust’s SEI Trust3000 accounting and ancillary systems, following State Street’s acquisition of IBT. • Created an accounting platform with 70,000 accounts and $150 billion in custody. • Performed gap analysis of Wealth Manager Services’ business needs against SunGard’s Global Plus accounting and custody platform – noting risks and opportunities

4/2001 - 2/2007

INVESTORS BANK & TRUST COMPANY, Institutional Custody

Director / VP

• Created and implemented business and technology solutions for a high-growth $80 billion custody division. Managed staff of 11 business and systems analysts, project managers and developers implementing management’s continuous-improvement strategy. •Enhanced trade process through-put as trade volume increased 350%. Installed SWIFT; introduced automated trade interfaces. •Increased data availability to internal and external clients exponentially. Installed open-architecture data repository; created inquiry tools for administrative, marketing and management analysis. •Managed multiple, simultaneous new business conversions of thousands of accounts; created conversion utilities. •Implemented Change Control across business line applications. •Established an in-country end-user computing development team for IBT’s Dublin, Ireland, Transfer Agency department. •Mentor professional staff; provide career enhancement opportunities. Collaborative leader. •Extensive support for sales, marketing and new business development

1/2000 - 1/2001

SEI INVESTMENTS

Individual Contributor

• Successful conversion of diverse multiple-bank accounting platforms to SEI’s trust accounting systems.

1/1994 - 1/1996

BROADWAY AND SEYMOUR, INC (BSI)

Individual Contributor

• General management, Re/engineering and product consulting with regional and national trust and custody banks in connection with the support and interoperability of BSI’s trust accounting system, AMTrust, and related server -based applications. Provide project analysis, application and industry expertise. •T+5 to T+3 settlement migration; business analysis for administrative workstation development

1/1993 - 1/1994

INDEPENDENT CONSULTING ENGAGEMENTS

Contractor / Freelance

• •West One Bank, Boise, ID, providing interim department management and post-conversion workout for a $7.5 billion, multi-state trust operation. Direct all department activities in addition to management of an independent contract group charged with post conversion resolution of system, reconciliation and procedural issues. •Entrust Corporation, Wayne, PA, a new-start trust accounting and operations company specializing in portfolio modeling and asset allocation for accounts invested exclusively in mutual funds. Managed system vendor search, developed work flows and procedures, wrote business requirements for an automated trade order entry interface.

1/1988 - 1/1993

MULTIBANK SERVICE CORPORATION

Director / VP

• Managed all activities of a $2.2 billion Trust Operations Division. Directed the activities of 3 professional managers with an operating budget of $2.5 million. Responsible for vendor management, business and technology planning and regulatory, tax and audit compliance. •Reduced staff 35% with increased automation, including installation of trading interfaces, saving $400,000 annually.

1/1986 - 1/1988

SEI INVESTMENTS

Individual Contributor

• On time, on budget installation of SEI’s trust accounting and securities processing systems.

1/1980 - 1/1985

FIDELITY BANK, NA

Individual Contributor

• Administered multi-million dollar custody relationships; supported 501(c)(3) organizations.

1990

Specialist Degree

WILLIAMS COLLEGE/NEW ENGLAND SCHOOL OF BANKING

• Trust & Fiduciary

1978

Bachelor Degree

Duquesne University

• Literature

1977

Specialist Degree

Exeter University

• Literature

Type	Name/Title	URL	Description
Website	Profile	http://www.linkedin.com/in/billbutts	Professional Profile

Skill	Rating
P&L responsibilities
Presentation
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Technology Solutions
Sales Support
Software Implementation
Requirements Analysis & Specification
Leadership

Securities processing, Trust Operations, Systems implemetations, Conversions, Trust and Custody vendors