Kevin P. Caulfield

Kevin P. Caulfield is an accomplished professional currently serving as a Strategic Account Manager at Wolters Kluwer ELM Solutions since November 2019.1 Based in Needham, Massachusetts, Caulfield has an extensive background in product management and financial services.

Career Highlights

Current Role: As a Strategic Account Manager at Wolters Kluwer ELM Solutions, Caulfield leverages his expertise in product management and market strategy.1

Previous Positions:

• Director of Product Management at Wolters Kluwer (2013-2019)
• Vice President, Platform Management at Fidelity Investments (2011-2013)
• Director, Product Management at Omgeo LLC (2000-2011)
• Product Consultant at Thomson Reuters (1998-2000)
• Electronic Trade Analyst at State Street Bank and Trust Company (1996-1998)
• Portfolio Accounting Unit Manager at State Street Bank and Trust Company (1994-1996)

Education

• MBA from Questrom School of Business, Boston University (2000-2003)
• BS in Finance from Stonehill College (1990-1994)
• Product Management Program at University of California, Berkeley, Haas School of Business (2010)

Skills and Achievements

Caulfield is known for his ability to lead product and market strategy while maintaining attention to detail.1 His achievements include:

• Launching two new web-based products generating over $2 million in revenue
• Implementing a product development methodology ensuring 99.9% product uptime
• Driving a fixed income campaign resulting in a 200% increase in automated allocations
• Managing a team of ten to address product development and client-related issues

Certifications

• General Securities Representative (Series 7)
• Uniform Securities Agent State Law (Series 63)
• Certified Product Manager via Pragmatic Marketing training program

Kevin P. Caulfield's diverse experience in product management, financial services, and strategic account management has positioned him as a valuable professional in his field.