Bruce Smith

Current

Owner at Lifesmark

Past

Operations Manager at Discount Funding Associates
Managing Director at MarketXT, Inc
Vice President at Instinet Corporation

Manager, Desktop Support at Cowen and Company
Customer Support Services Analyst at Katz Communications

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Education

Long Island University, C.W. Post Campus
New York Film Academy
San Francisco School of Digital Filmmaking

San Francisco State University

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1 more...

Recommended

4 people have recommended Bruce

Connections

273 connections

Industry

Management Consulting

Bruce Smith’s Summary

• Socially aware entrepreneur with ten plus years experience managing people, clients and products in the advertising, finance and real estate industries.

• Experienced with developing the internal processes and procedures for troubleshooting client issues. Adept with working as part of a cross-functional team, making sure that engineering and QA meet the client's demands.

• Seeking a full time role helping to grow and develop organizations in the San Francisco Bay area.

Bruce Smith’s Specialties:

Process improvement, client service and support, organizational development, product management, account management, contract negotiation, employee morale & productivity, interviewing and investigative research.

Bruce Smith’s Experience

Owner

Lifesmark

(Media Production industry)

January 2005 — Present (4 years 11 months)

• Forming Non-Profit Corporation whose mission is to inspire and educate intergenerational audiences about aging primarily through an annual film festival.
• Created a media-marketing tool for Meals on Wheels of San Francisco’s Gala fundraiser, raising $1.1 million.
• Create multimedia oral history projects for clients that allow them to capture and leave legacies.
• Coordinated teams to develop and create multiple media projects for clients.
• Directed a media project on events and players involved in the World Series of Poker.
• Negotiated contracts, set schedules through project management, and completed projects within budget and on time.
Operations Manager

Discount Funding Associates

(Banking industry)

December 2001 — December 2004 (3 years 1 month)

• Recruited and hired to manage all business and technical aspects for mortgage brokerage operations across the United States.
• Worked as the sole project manager and product manager for a custom Customer Relationship Management (CRM) application, which created efficient tracking of production, commission breakdowns and audit information.
• Drafted and instituted Real Estate Settlement and Procedures Act (RESPA) and state compliance procedures.
• Created an electronic and paper audit trail process qualifying loan documentation from inception to funding.
• Created all HR procedures, including job descriptions and a set employment process for all loan originators and employees.
• Brand development, developed brand strategy
Managing Director

MarketXT, Inc

(Financial Services industry)

May 2000 — October 2001 (1 year 6 months)

MarketXT was a full service electronic trading solution provider for retail, professional and institutional traders.
• Managed, supported and coordinated technical implementation of the Financial Information Exchange (FIX) connections for clients, exchanges, and vendor trading applications.
• Provided customer feedback and product requirements to the technology and development organizations.
• Successfully managed the launch of MarketXT's Electronic Connectivity business, which included design and development of the trade desk, along with infrastructure and compliance, for trading on our Alternative Trading Systems (ATS).
• Built and managed an account management and trading operations team of 9 licensed representatives.
• Authored business requirements documents and design specifications for first phase of electronic connectivity.
• Created trading support tools for real-time monitoring of trading activity and customer interaction.
• Liaised with compliance, risk management and legal to ensure regulatory requirements were fulfilled.
Vice President

Instinet Corporation

(Public Company; INGP; Financial Services industry)

August 1994 — May 2000 (5 years 10 months)

• Managed the global FIX product lifecycle from conception through deployment, including delivery, testing and support of internal and external trading connections.
• Provided sales and product expertise to both clients and strategic partners.
• Created business requirements for global electronic trading systems and managed all connectivity, marketing and support for these initiatives.
• Increased trading volume 20% by providing electronic connectivity to proprietary client trading systems.
• Forged strategic alliances with third party trading providers, brokerages and institutional trading firms.
• Successfully negotiated partnerships and contracts with multiple trade order management vendors.
• Built and managed the FIX Connectivity Group of 15 employees globally.
• Created the International FIX Connectivity Group operating out of Instinet U.K. Ltd.
• Provided product and customer requirements to internal sales team.
• Created specifications for supporting, monitoring, and tracking client trading activity.

Director – Electronic Connectivity -Product Management and Support, 1998
• Defined the responsibilities and advancement of 10 employees who supported all Instinet Trading Applications.
• Responsible for all trading applications for the entire product lifecycle, from inception to delivery and later customer support.
• Worked with trading partners to convert legacy trading systems to FIX protocol, freeing up development and support infrastructure.
• Saved $250,000 annual expenses by migrating a vendor's supplied market data feed to an in-house data feed.
• Created and taught a class on equities trading for the entire company.

Manager – Product Support (1994-1998)
• Managed customer accounts and product development and support for all Instinet trading products.
• Responsible for CRM requirements and a roll-out developed in Lotus Domino.
Manager, Desktop Support

Cowen and Company

(Public Company; COWN; Investment Banking industry)

June 1993 — August 1994 (1 year 3 months)

• Supported proprietary real-time trading application for internal and external customers
• Managed and created technical support operations and help desk
• Instituted help desk call logging applications
• Purchased all computers and peripherals for firm
Customer Support Services Analyst

Katz Communications

(Privately Held; Broadcast Media industry)

August 1991 — June 1993 (1 year 11 months)

* Supervised the installation and support of all computers and applications nationwide
* Trained all regional offices on computers and software applications
* Created Sales Department marketing materials

Bruce Smith’s Education

Long Island University, C.W. Post Campus

BA , Political Science - International Relations

Dean’s List, Cum Laude

Activities and Societies:

President, International Relations Association
Member, Phi Gamma Mu – National Honors Society in the Social Sciences
New York Film Academy

CE , Digital Filmmaking

Studied all aspects of digital film making in a five week intensive program.
San Francisco School of Digital Filmmaking

CE , Digital Filmmaking

Year long program in Digital Film making course covering all aspects of pitching, producing, directing, editing and completing films.
San Francisco State University

CE , Digital Filmmaking

16 Week Digital Intensive Film making course covering all aspects of Producing, Directing and making films.

Additional Information

Bruce Smith’s Groups:

Volunteering:
* OneBrick – Creating process for outreach program to businesses and volunteering. Participate in on-going projects and deliverables and volunteering.
* Meals on Wheels San Francisco– Created client video for their annual fund-raising event. Deliver meals to homebound seniors.
* Community Technology Network – Monitor computer lab in Valencia Housing
* Net Squared – Help with outreach and planning
* Graceworks – Served as Executive Committee member for marketing and new members
* Upwardly Global - Mentor for immigrant professionals

Groups and Associations:
Association of Personal Historians, Graceworks, Upwardly Global, SFCutters, Film Arts Foundation, SF Connect, NTEN