Ken Scheinblum

Current

Financial Services Marketing at Skyward Consulting Group
Board of Advisors at Internet Start-up Firm
CEO at ii Solutions, LLC

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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

President at KMS Associates
Portfolio Management Group at Aetna Life & Casualty

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2 more...

Education

University of Connecticut
Boston College
Suffield Academy

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Connections

180 connections

Industry

Capital Markets

Websites

My Company

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 2009 — Present (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 2009 — Present (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 2003 — Present (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)

1999 — 2003 (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)

1997 — 1999 (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)

1994 — 1997 (3 years )
President

KMS Associates

(Financial Services industry)

1991 — 1997 (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)

1980 — 1991 (11 years )

Ken Scheinblum’s Education

University of Connecticut

MBA , Finance , September 1982 — December 1985
Boston College

BS , Accounting & Marketing , September 1976 — May 1980

Graduated Cum Laude
Suffield Academy

Diploma , College Prep , 1972 — 1976