Peter Devine

Senior Project Manager / Business Development/Process Optimization Expert/Client Engagement Specialist

Work History

Work History
Jun 2014 - Jul 2015

Sr. Operations Specialist

Neat Heat and Cooling  - Island Park, NY 
  • Increased equipment fleet rental income 18% by re-engineering inventory tracking methodologies.
  • Re-engineered proposal origination systems resulting in 35 % increase in new sales productivity.
  • Increased productivity metrics by developing new employee on boarding and training programs.
  • Expanded client database by 45 % via implementation of enterprise wide CRM application.
  • Reduced equipment repair costs by more than 30 % by developing Purchase Requisition System.
  • Improved equipment reliability metrics 22 % by instituting ongoing quality assurance programs.
  • Significantly reduced rental agreement exposure levels by restructuring terms and conditions.
  • Increased company visibility 30 % by optimizing SEO programs and Google PPC campaigns.
  • Compiled detailed project plan to revamp company web site after conducting strategic analysis of industry peers.
  • Redesigned equipment MSDS (cut sheets) database.
  • Implemented BRP measures by installing back - up generator, migrating key business processes to be web based.
Jan 2013 - Jun 2014

Consultant-Business Development

Sixth Scents Products - Long Island City, NY

Sixth Scents produces scented products in the growing field of scented marketing. I enhanced business development activities, corporate communications, website content, marketing/sales programs, and identified new markets.

Sep 2010 - Dec 2012

Director of Client Relations/senior Project Manager

Lightspeed Trading

NYC broker dealer, (a leader in the electronic trading and brokerage space). Responsibilities included client facing relationship management, corporate communications, project management and business development roles.     

  • Launched and identified VIP Clients Group by developing (12) key performance and risk indicators (KPI’s) / (KRI’s).
  • Initiated client feedback/satisfaction survey processes, which led to significant trading platform and service enhancements, including implementation of priority client call handling procedures.       Personally contacted every Tier 1 client over an 18 month period. Compiled portfolio of over 300 Client Testimonials.
  • Reduced account closure requests 30 % through individual client outreach and ongoing client retention programs.
  • Coordinated client on – boarding and know – your - customer (KYC) processes.   Increased new client revenues 20 % by coordinating webinars, expediting access to knowledge bases, premium market scanning tools and research.
  • Implemented communications protocols conveying trading platform enhancements and regulatory developments.
  • Developed and moderated client interaction channels, including social media platforms. Active follow up led to 50 % gain within 6 months of tracking incident responsiveness metrics, as well as re-engineered CRM system workflows.
  • Planned and executed several trading and clearing platform conversions, resulting in saving $ 1.2 million in operating expenses and licensing fees. Successfully converted 700 + traders off previously acquired legacy platforms.
  • Coordinated the construction and relocation of company headquarters and satellite offices. Reduced annual rent obligations by 30 %, telecommunications costs by 25 %, and realized numerous workflow efficiency improvements.
2003 - 2010

Director of Branch Services/Lead Project Manager 

Assent LLC, Subsidiary of SunGard - Hoboken, NJ
  • Maximized effectiveness of SDLC by implementing and managing Business Development Group, setting development priorities and coordinating strategy. Personally coordinated and chaired 200 + meetings of this working group.
  • Developed and executed corporate communications strategy and programs, including development of revamped corporate web site, and company newsletter - Assent Gazette.
  • Recognized for excellence by parent company (SunGard) for leading project launching integrated options trading. 
  • Primary Relationship Manager for NYSE, NASDAQ, other venues and 3rd party vendors/service providers. Developed vendor management programs, including SLA’s, RFP’s, and contract terms. Developed reporting programs reducing market data subscription costs by $600,000. Implemented cost allocation formulas, automated billings and workflows.
  • Developed and maintained an extensive GSP Procedure Manual. Authorized delegate to interface with regulators and audit examiners. Implemented AML Surveillance program.
  • Constructed Disaster Recovery/Business Contingency Planning Program, including process flows, preparation and execution of test scripts, scenario specific planning exercises and coordination with auditors, exchanges, and vendors.
  • Integral member of branch audit/supervision teams, and served as primary liaison to Branch Office Managers.
  • Served as lead project manager for company real estate related initiatives. Consolidated (6) six NYC trading offices to a custom designed, state of the art new 19,000 square foot headquarters of Class A downtown NYC office space.  
  • Developed and executed corporate transition plans. Recognized for outstanding achievement handling challenging assignment to close facilities, negotiate lease buyouts, liquidate/dispose assets and coordinate employee transitions.
1997 - 2002

Executive Director - Client Services & Project Management

CIBC OPPENHEIMER - NY, NY
  • Coordinated and managed all components of client communications including monthly and year end statements, customized cost basis accounting, reconciliations and assent management/portfolio reporting.
  • Developed account house holding and relationship aggregation strategies. Launched Preferred Client Program, re-engineering account and statement access logistics resulting in $1.4 million savings initiative and service upgrades.
  • Administered all phases of design and implementation for award winning statement formats with integrated portfolio gain/loss details as well as the YES Statement, a “13th month” year in review performance statement.
  • Served as integral member of Core Operations & Technology Integration Team, Post 9/11 Business Resumption Group, Cost Allocations Group, Branch Audits Review Team, and founded the Change Management Team.
  • Successfully coordinated numerous complex applications development and outsourcing projects including the preparation and review of RFP’s, technical and business process specifications and software/product rollout strategies.
1992 - 1997

VP – Branch Services & Project Management Group

OPPENHEIMER & CO.
  • Founded OpCo’s Broker Workstation Technology Group, supervised all aspects of firm wide rollout and ongoing support infrastructure for Insight™, an integrated suite of portfolio and contact management tools.
  • Coordinated system installation conversions, established customized downloads, ongoing reconciliations and customization of several major trading, compliance, portfolio management and order allocation systems.
  • Coordinated HNW business expansion by opening 6 (six) new branches in major cities within 18 month period.
  • Elected by industry peers as Chairman of Client Steering Committee of the ADP Brokerage Services Group. Chaired and served on numerous industry forums, focus groups and service provider/vendor user councils.
  • Managed multi-million dollar service relationship with ADP Brokerage Services Group (now known as Broadridge).
  • Delivered $800,000 in annual savings by leading project to re-engineer trade confirmations and client payments.
1990 - 1992

AVP – Operations Control Group            

OPPENHEIMER & CO.
1986 - 1990

Management Trainee

OPPENHEIMER & CO.

Assistant to the Director of Operations & Administration

Education

Education

BS - Political Science, Economics Minor.

State University of New York College at Oswego