Gerald Portante
Director Product Management at Eze Software (SS&C Eze, a unit of SS&C Technologies)
- Role
- Director Product Management at SS&C Eze
- Location
- Littleton, MA, US
- LinkedIn followers
- 500 followers
About Gerald Portante
Financial: Development of sales practice analytics for brokerage, variable annuity, and operational risk; leveraging machine learning and text analytical techniques (i.e. RDF, Graph, NLP, NLG, and Neural networks). Provide regulatory expertise for investment company securities and equity trading practices for the FINRA examination program. Conducted routine examinations of broker dealers and new/continuing member applications, Developed and implemented operational workflow improvements for broker dealer group, traded equity securities on high volume of low to high value transactions in a variable and complex product environment while maintaining a low comparative error ratio, managed on-going business strategy and development of proprietary and third party automated sales tools and products. Environmental: Oversight of key operational components of large EPA Superfund and Massachusetts Department of Environmental Protection remediation projects and field investigations. US Army: Forward observer for the United States Army with service in Operations Desert Shield and Storm, Saudi Arabia and Iraq.Specialties: Knowledge of equity trading practices, mutual funds, ETFs, variable annuities, and structured products.
Experience
Director Product Management
Apr 2023 — Present · Boston, MA, US
Education
Boston University
BA, Environmental Sciences
1993 — 1995
Scrum Alliance
Certified Scrum Product Owner
2020 — 2020
MIT Sloan Artificial Intelligence: Implications for Business Strategy
Certificate, Artificial Intelligence
2018 — 2018
Skills
- Options
- Finance
- Strategic Financial Planning
- Mutual Funds
- Risk Management
- Securities
- Structured Finance
- Etfs
- Financial Services
- Structured Products
- Series 24
- Capital Markets
- Series 7
- Equities
- Fixed Income
- Series 63
- Trading
- Investment Banking
- Financial Planning
- Equity Trading
- Investments
- Variable Annuities
- Finra
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