Ken Scheinblum

Ken Scheinblum

CEO, ii Solutions, LLC

Hartford, Connecticut Area

Current
  • Financial Services Marketing at Skyward Consulting Group
  • Board of Advisors at Internet Start-up Firm
  • CEO at ii Solutions, LLC
Past
  • Managing Senior Partner at Pragma Group, LLC
  • Head of Third Party Consulting at Eagle Investment Systems
  • Independent Subject Matter Expert & Project Manager at Eagle Development Group, LLC
Education
  • University of Connecticut
  • Boston College
  • Suffield Academy
Connections
180 connections
Industry
Capital Markets
Websites

Ken Scheinblum’s Summary

With over 25 years of experience in the global investment industry Ken has a wide range of professional & consulting expertise. Ken has provided innovative consulting & solutions for institutional investment managers. He has a unique broad & deep holistic understanding of the markets, products, & administration of the industry from end to end. Ken is well versed in the complexity & issues challenging this specialized arena. He offers management consulting, evaluations, project management, process analysis, & strategic planning. Software evaluations and implementations typically use our proprietary methods that are easily adaptable to the nature & specific needs of clients.

Over his career clients have included Ameriprise Financial, Driehaus Capital, Fidelity, MassMutual/Babson Capital Management, McMorgan & Co., MetLife, Microsoft Treasury, Putnam, SSRM (now Blackrock), SSgA, Vanguard, technology providers & others.

Before entering the consulting world, he held positions in portfolio management specializing in equity & alternative investments, headed investment accounting for a $100 billion company, managed an operations group, & in international treasury.

Ken has been published in industry publications. He is a contributing author to the book, Straight Through Processing for Financial Services Firms. He is noted for several important whitepapers including a whitepaper & presentation to the Federal Reserve Board with recommendations on the use & regulation of venture capital & private equity funds as investment options by national banks. He has been a speaker at seminars & events.

Ken Scheinblum’s Specialties:

* Situation appraisal & benchmarking * Change management: design, execute, achieve maximum mission impact * Prepare/deliver CXO level presentations * Preparing business plans & offering materials * Identify, analyze potential alliances/partners, negotiate deals * Performance measurement & attribution *Derivatives * Valuations & client reporting * Technologically savvy * Writing business, functional & tech specs * Conversions, implementations * Developing marketing programs* Business development


Ken Scheinblum’s Experience

  • Financial Services Marketing

    Skyward Consulting Group

    (Privately Held; Management Consulting industry)

    September 2009Present (6 months)

    I am assisting in developing marketing materials and functionality for a client seeking to expand into the investment industry.

  • Board of Advisors

    Internet Start-up Firm

    (Internet industry)

    July 2009Present (8 months)

    Serving as an entrepreneurial, risk analysis, and financial subject matter expert for an innovative internet concept.

  • CEO

    ii Solutions, LLC

    (Privately Held; Financial Services industry)

    October 2003Present (6 years 5 months)

    Conceptualization & development of breakthrough business transformation buyside investor solution (VC, PE, FoF, HF, insurance companies & others)
    • Identified/recruited senior executives
    • Managed/analyzed market research
    • Wrote business plan & financial projections
    • Prepared & gave potential investor presentations
    • Researched/targeted strategic partners, gaining commitment & negotiating agreements

    Served as SME to $1.4 tril investment firm
    • Wrote business, functional & tech specs for trading, analytics, data warehouse & performance measurement/attribution interfaces
    • Built transaction generators to model global investment activity
    • Worked with firm & vendor identifying areas of improvement

    Senior Level Consulting for major wealth management firm
    • Gathered requirements; created methodology & tool aligning business objectives, competencies, resources, IT strategy, enterprise architecture, metrics & priorities for COO & CIO investment analysis & decisions

  • Managing Senior Partner

    Pragma Group, LLC

    (Partnership; 11-50 employees; Financial Services industry)

    19992003 (4 years )

    Led, managed, directed, planned, & participated in engagements. Usually served as “Senior Partner in Charge” management position responsible for engagements success. Served as an individual contributor to projects, especially in Process Benchmarking & Improvement engagements where broad experience in investment business is critical. As Senior Partner, ensured the firm provided premier services by offering superior, leading edge business & software knowledge to buyside institutional investment advisors through quality control procedures & training
    • Managed the firm, human capital, & other resources
    • Served as the primary sales/marketing resource
    • Personally performed accounting, accounts payable, & payroll functions
    • Directed business activities with banks, insurance companies, lawyers, & other non technical vendors
    • Identified, analyzed, & targeted potential alliances & led partnerships negotiations
    • Developed business plans, company focus, & growth models

  • Head of Third Party Consulting

    Eagle Investment Systems

    (Public Company; 11-50 employees; Financial Services industry)

    19971999 (2 years )

    Responsibilities included business development, recruiting of professional staff, project management, and professional staff training. Served as investment industry and investment accounting expert resource for company.

  • Independent Subject Matter Expert & Project Manager

    Eagle Development Group, LLC

    (Privately Held; 51-200 employees; Financial Services industry)

    19941997 (3 years )

  • President

    KMS Associates

    (Financial Services industry)

    19911997 (6 years )

    Provided business analysis, test case development, execution, & evaluation.
    Project management of conversion and implementation iniatives
    Developed change management plans, assessed current & future state data & workflows
    Responsible for business development & client relations

  • Portfolio Management Group

    Aetna Life & Casualty

    (Public Company; 10,001 or more employees; Financial Services industry)

    19801991 (11 years )


Ken Scheinblum’s Education

  • University of Connecticut

    MBA , Finance , September 1982December 1985

  • Boston College

    BS , Accounting & Marketing , September 1976May 1980

    Graduated Cum Laude

  • Suffield Academy

    Diploma , College Prep , 19721976


Additional Information

Ken Scheinblum’s Websites:

Ken Scheinblum’s Groups:

Connecticut Technology Council, Connecticut Venture Group, Association for Financial Professionals, Financial Management Association

  •    Boston College Alumni Group
  •    Finance and Investment Management
  •    Capital Markets
  •    Connecticut Technology Council
  •    Suffield Academy Alumni
  •    Capital Markets and Financial Services Network
  •    Portfolio Managers, Research, Capital Markets & Institutional
  •    Investment Accounting

Ken Scheinblum’s Contact Settings

Interested In:

  • career opportunities
  • consulting offers
  • new ventures
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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