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Mike Kennedy

Financial Technology Outsourced Sales & Marketing Strategy Consulting - Representing OpsCheck, NorthStar Waterfall Automation and Glass Compliance - Former Morgan Stanley Executive

Professional Background

Mike Kennedy is a renowned Financial Services Professional with a wealth of expertise in business development, consulting, project and change management, as well as technology implementation within the Capital Markets and Alternative Investments sectors. His career has primarily focused on nurturing profound relationships with key stakeholders, including Portfolio Managers, Investment Teams, COOs, CFOs, and numerous C-Level executives. By leveraging these strong relationships, Mike has consistently demonstrated his ability to enhance market share and profitability for his organizations.

With a proven track record of delivering effective solutions based on people, processes, and technology, Mike addresses complex business challenges head-on. His aptitude for leveraging organizational resources allows him to create superior client experiences that drive satisfaction and retention across the board.

Education and Achievements

Mike's educational background includes studies in Business Administration, where he earned his Bachelor of Science (B.S.) degree from Bryant University. This strong academic foundation in business principles equipped him with the necessary skills to excel in his subsequent career. Additionally, he completed his high school education at Oyster Bay High School, setting the stage for his future academic and professional success.

Throughout his extensive career, Mike has held key positions in various prestigious organizations, playing an instrumental role in driving growth and innovation. He currently serves as Managing Principal at Blue Star Fund Technologies, where he oversees software sales and consulting, helping businesses streamline their operations and enhance profitability. Additionally, he has lent his expertise to roles such as Director of Sales at Glass Compliance Inc., Sales Strategy Consultant at Sedna Inc., and Director at Weeden Prime Services, LLC.

Mike's career also saw him provide substantial contributions while working in sales and consulting roles at leading firms like RBC Capital Markets and Morgan Stanley. His capacity to strategize and implement effective sales models has made him a sought-after consultant, widely recognized for his insights into the hedge fund COO ecosystem and financial technology advancements.

Key Areas of Expertise

Mike possesses a rich and diverse array of competencies, making him a well-rounded asset within the financial services landscape. His proficiency extends to several specialized areas, including:

  • Business Development & Relationship Management: Cultivating strong connections that drive long-term business success.
  • Financial Technology & Investment Systems: Innovating and implementing cutting-edge technologies tailored to the needs of investment professionals.
  • Hedge Fund COO Ecosystem: Familiarity with the intricate workings of hedge funds and their operations ensures optimal business strategies.
  • Client Integration - Alternative Investment Managers: Seamlessly integrating clients into systems improves efficiency and client satisfaction.

His breadth of knowledge extends to the domains of SaaS and enterprise-wide solutions, hedge fund business consulting, prime brokers, fund administrators, outsourcing, and service providers. Mike is adept in fund and portfolio accounting, providing valuable insights into middle office operations and strategies concerning private equity, venture capital, and real estate funds. Furthermore, he has a solid command of capital introduction and marketing for hedge and alternative funds, showcasing his versatility in the financial arena. Additionally, Mike is conversant in the latest advancements in cryptocurrency and blockchain technology, establishing himself as a forward-thinking professional committed to staying ahead in the ever-evolving financial landscape.

Related Questions

How did Mike Kennedy build such a vast network with C-Level executives in financial services?
What strategies does Mike Kennedy employ to enhance client experience in the financial industry?
In what ways has Mike Kennedy contributed to the growth of organizations in the alternative investments sector?
How does Mike Kennedy stay current with developments in cryptocurrency and blockchain technology?
What role has Mike Kennedy played in advancing financial technology solutions like SaaS in the investment space?
Mike Kennedy
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Location

San Francisco Bay Area