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Bella  O’Keefe

309 Wilmor Rd.  Topsfield, MA  01001

 617-797-9876  •  bella@gmail.com

Professional experience
	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
EDUCATION  & SKILLS
	University of Maine     1981 - 1985                                                                                                                                                Orono,  ME Bachelor of Arts;  Economics  Skills: Advanced: Excel, TIBCO-Spotfire, Panopticon;  Intermediate: .Net Developer, HTML
OTHER INTERESTS
	Snowboarding, Lacrosse, Fly-fishing

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