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Bella O’Keefe
309 Wilmor Rd. Topsfield, MA
01001
617-797-9876 • bella@gmail.com
Professional
experience
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Fidelity
Research Management – contract Boston, MA
November 2010 – January 2011
Information Architect (Spotfire
expert) – For Devonshire Investors Division, designed, implemented and unit
tested data visualization reports and analytical dashboards for management
and business users. Utilized all areas
of Spotfire tool including, Information Designer, Web Player, Expression
Building, and Spotfire 3.2 designer.
Spotfire reports were distributed via Microsoft SharePoint to desktop
computers, laptops and iPad devices, as well as, via Spotfire Web Player and
dxp files. Worked with data architects and business analysts regarding: data
quality, pivoting, joining, requirements and data semantics. Analyzed and
identified entity-relationships, in-depth understanding of data and process
flows.
ezViz LLC / Panopticon AB - contract Topsfield, MA / Stockholm, Sweden
November 2007 – Present
Developed the ezViz Office product
and designed the website and other collateral associated with ezViz. Responsible for the design, build,
implementation and roll-out of Panopticon’s visual analytical software product
line. Organized, wrote and prioritized client requests for enhancements
including GUI changes, FIX connectivity, databases and managed the product
backlog using an agile development process.
Responsible for updating and training sales on development road maps
and new releases. Conducted webinars PR meetings, and analyst reviews for the
promotion and dissemination of Panopticon’s core message and value
propositions. Industry speaker and
thought leader, speaking at events like: O’Reilly’s Money Tech conference and
SIFMA. Reviewed and authorized all
technical and marketing documents and specification notes regarding Panopticon’s
SDK, Enterprise and Desktop applications and data connectors. Member of the
Panopticon’s management committee which set policies on pricing, sales
campaigns and marketing programs. Started,
a joint venture with Panopticon AB, called ezViz.biz which offers a lower-end
data visualization product that targets SMBs and retail. Products are sold on an on-line webstore at
www.ezviz.biz.
Spotfire Inc. - contract (acquired by TIBCO) Somerville,
MA
February 2006 – November 2007
Industry segment leader responsible
for segmentation analysis and execution of a global go-to-market plan of interactive
visual software in the financial services industry. Regarded as the fast growing segment at
Spotfire. Financial services revenue grew to $7 million in the first 18
months of operation. Ultimately responsible to help sales reps achieve
revenue target goals via lead generation strategies and consultative
services. Supported global sales force by traveling to 25 countries to do product
presentations. Shaped and executed the
go-to-market strategy by developing value propositions, driving solution
launches, creating innovative marketing programs, developing field enablement
strategies and supporting public relations. Worked closely with product
management, sales, partner marketing and customers to understand business
needs and track industry and competitive trends in order to create compelling
and differentiated messaging within the financial services segment. Helped
develop content, tools and programs which provided the necessary sales
training, collateral and marketing content for internal and external sales
efforts. Supported bi-annual and
annual business planning with management. Achieved status as a thought
leader, spokesperson and champion for the company and products, both
internally and externally combined with proven ability to write whitepapers
and speak to audiences on the merits of using interactive visualization tools
with financial data.
Firefly Capital Inc. (lost
funding) Boston,
MA
January 2005 – November 2005
Responsible for new business
development and marketing for Firefly’s proprietary electronic trading
platform for buy-side equity managers. Designed and wrote functional
specifications for the development of new features and functionalities for the
software. Worked with developers to design real-time trade cost analytics
(TCA), pairs trading, portfolio management, and option hedging tools. In
depth experience with algorithms, ATSs or matching networks, ECNs, exchanges
and options. Business Development efforts targeted hedge funds, CTAs, mutual
funds, pension funds and on a limited basis high-net-worth.
Bear
Stearns Co. Inc. Boston,
MA
April 2003
– December 2004
Responsible for new business development
and sales trading for equities, futures, foreign exchange and derivatives,
targeting hedge funds, CTAs, mutual funds, proprietary bank traders and
High-Net-Worth. Introduce Bear’s services, including: execution, e-commerce
and global clearing to institutional and retail prospects. New business development centers on
internal and external presentations, both written and oral. Series 3, 7, 63
Liquidnet Inc.
Boston, MA
May 2002 – April 2003
Responsible for new business
development and relationship management for existing clients of Liquidnet’s
block trading system. Developed the Boston region into being the largest
revenue producer for Liquidnet. New
business development centered on client presentations, both written and oral
and exhibiting trading software to buy-side trading desks, CIOs and COOs.
Maintain an adept understanding of e-commerce initiatives, FIX protocols, straight-through-processing
trends and investment technology tools. Relationship management entails the
nurturing and servicing of 18 existing accounts, including several of the
largest mutual fund families located in the U.S. Work productively with buy-side traders to
effectively deliver alternative trading services to their equity desks. Series 3, 7, 63
Sovereign Bank Boston, MA
August 2001 – May 2002
Initial wealth management group hire
for Sovereign Bank’s New England division.
Built a team of professionals to cover all aspects of wealth
management, including: estate planning, trusts, investment management, IRAs,
profit sharing plans, philanthropy, charitable foundations.
BOK Capital Inc. Boston,
MA
March 2000- August 2001
Founder of an investment advisory
start-up. Manage an alternative
investment portfolio for high net worth individuals and a proprietary equity
trading account.
Putnam
Investment Management Boston, MA
1997 -
2000 Commodities
Managed a $50mm commodity portfolio
within the Global Asset Allocation group benchmarked against the Goldman Sachs
Commodity Index (GSCI). First alternative investment product launched at
Putnam. Member of a select Currency Investment team that was responsible for
FX hedging strategies in Putnam’s international equity funds and global bond
funds.
1993 - 2000 Derivatives
& Global Bonds
Design and implement derivative-related investments
strategies for Fixed Income and Equity portfolios: country risk, asset
allocation shifts, duration management and yield curve positioning, relative
value alpha strategies. Design currency-hedging strategies after analyzing
market fundamentals, technicals and capital flows. Execute and monitor all
currency forward positions for Global Fixed Income portfolios. Provide
market-related views at various Putnam capital market forums. Worked with IT
department on product reviews, FIX connectivity and STP procedures.
Bank of Boston
Boston, MA
1991 - 1993
Foreign Exchange Trading
Chase
Manhattan Bank
New York, NY
1989 - 1991 Foreign
Exchange Trading
Bank of Boston
Boston, MA
1985 – 1989 Foreign
Exchange Trading
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EDUCATION & SKILLS
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University
of Maine 1981 - 1985
Orono,
ME
Bachelor of Arts; Economics
Skills:
Advanced: Excel, TIBCO-Spotfire, Panopticon; Intermediate: .Net Developer, HTML
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OTHER INTERESTS
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Snowboarding, Lacrosse, Fly-fishing
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