Rutgers University

Arizona State University

Pemberton Township High School

Financial Services Professional with 18 years of broad financial services and technology expertise

Registered Representative offering securities products and services through NYLIFE Securities LCC, Member FINRA/SIPC, A Licensed Insurance Agency

NYLIFE Securities LLC

Financial Services Professional

Agent licensed to sell insurance through New York Life Insurance Company.

New York Life Insurance Company

Agent

Providing prospects and current clients with mortgage protection, final expense and retirement planning products through a network of insurance carrier partnerships such as CFG, Mutual of Omaha, Foresters, AIG and many others.

National Agents Alliance

Agent; Self-Employed

Business Development/Sales Director:  Responsible for building out and growing the Docupace STP Network to Mutual Fund, Alternative Investments, Life Insurance and Annuity Companies.  The STP Network involves electronic straight-through processing of product sponsor forms for new account opening and maintenance to create efficiency and cost-savings for processing new business.  My role involved a multi-pronged approach to get contacts at these companies in order to set appointments and give a presentation/demonstration of the STP Network's capabilities and value-add to product companies.  I created and cultivated relationships with the broker-dealer client back office personnel to assist in getting me in touch with the right individuals on the product sponsor side as well as used other avenues in order to conduct research to find these contacts.

Docupace Technologies

Business Development Director

Managed the Albridge Applink product which provides data and application integration through web services and Single Sign-On technologies.  This framework allows Albridge to provide it's clients with not only SSO capabilities utilizing SAML and Web Services Security but also to deliver data in multiple facets through web services.  This unique and powerful framework helps to drive exciting new revenue opportunities at our firm and I am reponsible for leading the strategic initiatives that will contribute to our bottom-line.  Responsibilities also include developing and executing on strategic plans for additional web services to enhance our suite of XML calls and provide even more data to be delivered to clients and third-party applications.   

Previous products managed:
Albridge's flagship product AWR (Albridge Wealth Reporting) and CashEdge, our data aggregation partner through Albridge's Applink technology.

Albridge Wealth Reporting is a web-based enterprise wealth reporting solution for independent broker-dealers, RIA's, regional banks, etc. that consolidates client account data into one single view from hundreds of disparate sources (proprietary feeds, banking, brokerage, insurance, mutual funds, variable annuities, managed accounts et al)  

The application's distinctive competence includes enterprise data management (EDM), portfolio accounting and performance reporting, interoperability with third-party applications, data footprint and data quality. 

Responsibilities include leading development and execution of product strategy for Albridge product lines.  Actively involved with requirements writing and reviews, design and usability, QA and UAT testing as well as in charge of writing all Albridge documentation concerning our product lines from guides to release notes. Integral team member of Albridge Wealth Reporting SDLC, building strategic initiatives for our target markets, prioritizing and defining product enhancements.

Albridge, an Affiliate of Pershing, A BNY Mellon Company

Vice President, Senior Product Manager

Team Lead Manager within the Client Services Department responsible for handling escalation and service issues related to Albridge Wealth Reporting application for 15 top-tier broker-dealer clients.  Managed a successful team of 6 client service professionals with self-development and career path progression.  Other responsibilities included but were not limited to monitoring daily CSP responsibilities, adhering to Service Level Agreements (SLA's), interacting with Sr. Level Management on various projects and developments to improve upon customer satisfaction.  During my tenure in this role Albridge achieved winning the IQPC Best in Class Call Center Award and also the "Center of Excellence" designation by Purdue University's Center for Customer-Driven Quality(CCDQ) and BenchmarkPortal.

Priority Client Team Lead

Client Service Associate

Comprehensive financial planning involving all aspects of a client's total financial situation.  Helped clients achieve their financial goals through proper tax planning, education planning, retirement planning, estate planning, and ensuring their assets/goals were covered in the event of a death or disability.

Justin Newman