Michael Singer

Senior Data Conversion Consultant @Envestnet Tamarac

Raleigh-Durham, NC, US

Manage multiple data onboarding projects from pre-sales to production while continually improving and refining new and existing conversion processes through automation • Convert Portfolio Accounting System data from Advent Axys, APX, Morningstar Office, Orion, SAPC, Black Diamond, Assetbook, Allbridge, Envestnet UMP, Eagle, FIS Global, Sungard, Advyzon, Fiserv APL, Fortigent, and Salesforce• Manage conversion implementation teams ranging from 3 to 10 members• For projects with new and existing clients, focus on results and delivering consistently within time constraints• Serve as liaison between financial advisory firms, custodians, engineering, and project management teams• Train RIA clients on realized gain/loss and cost basis integration, and performance reporting within the Tamarac Reporting software• Provide solutions to complex data implementations and conversion projects using critical thinking and problem-solving skills• Develop and implement SQL scripts to correct, maintain, and audit data.• Estimate scope of potential conversion projects and SOWs via an in-depth pre-sales consulting process with new client prospects and the existing Tamarac client-base• Serve as an escalation resource for team members and train newly hired team members• Proactively manage project scope by identifying potential challenges and devise solutions to keep projects on track.• Received Jon Mott client service award for outstanding client feedback Q1 2022

University of Massachusetts, Amherst-Isenberg School of Management

Bachelors in Business Administration, Double Major: Finance and Resource Economics