Mike Thebado

Current

Principal at MBO Partners

Past

Solutions Architect at SEI
Product Director at SEI Investments
Technology Director at SEI Investments

Program Director at SEI Corporation
Program Manager at SEI Corporation
Product Manager at SEI Corporation
Product Manager at SunGard
Product Manager at Warrington Associates / SD Financial
Product Manager at SEI Corporation
Associate Consultant at Index Systems
Assistant Trust Officer at New England Merchants National Bank
Management Trainee at New England Merchants National Bank

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Education

The Wharton School - Univ. of Penn.
The Roxbury Latin School

Recommended

6 people have recommended Mike

Connections

347 connections

Industry

Management Consulting

Websites

MBO Partners

Mike Thebado’s Summary

Consultant, strategy analyst, team leader, product management professional, program manager and new product development specialist with extensive experience in technology, back office service, and financial product components of solutions for the wealth management industry.

Proven track record of evaluating industry trends, identifying future implications, eliciting and articulating client requirements, and defining and implementing successful solutions to capitalize on opportunities.

Mike Thebado’s Specialties:

Business requirements identification and communication, alternatives evaluation and prioritization, trends research and analysis, new products development and launch, focus and user group organization and leadership,

Client reporting, investment performance measurement, managed accounts, asset allocation, global investments, securities settlement, asset pricing, trust accounting, asset-backed securities.

Mike Thebado’s Experience

Principal

MBO Partners

(Privately Held; Financial Services industry)

July 2008 — Present (1 year 6 months)

Founder and Principal of Thebado & Associates, a wealth management technology consultancy now operating as a division of MBO Partners. Provider of expert consulting services in the areas of technology strategy development, solution life-cycle management, and end-client reporting to clients in the Wealth Management industry.

Representative consulting engagements involved:
- Coaching and facilitating a vendor selection process for the investment performance measurement system of a top-tier US-based trust organization.
- Leading administrative, operations and information technology personnel through a product enhancement requirements definition workshop for a leading retirement plan services provider.
- Researching product development alternatives and advocating strategy options for an international provider of IT services to the financial services and wealth management industries.

Own and direct overall strategy, sales, marketing, business development and general management activities for the consulting practice itself.
Solutions Architect

SEI

(Public Company; 1001-5000 employees; SEIC; Financial Services industry)

March 2007 — June 2008 (1 year 4 months)

Responsible for the definition and evolution of the Wealth Processing, Asset Management and Back Office Outsourcing Solution offered to clients in the Private Banking and Trust markets within North America.
Product Director

SEI Investments

(Public Company; 1001-5000 employees; SEIC; Financial Services industry)

2003 — March 2007 (4 years )

Managed a team of product managers responsible for the client statements, performance reporting, administrative workstation, archival services and global investments support components of the solutions offered to SEI's Private Banking and Trust clients in North America.
Technology Director

SEI Investments

(Public Company; 1001-5000 employees; SEIC; Financial Services industry)

1999 — 2003 (4 years )

Responsible for technology projects in support of SEI's solutions offered to the Registered Investment Advisor market in the United States. Projects included support for the initial two versions of SEI's Managed Accounts offering, including statements and performance reporting.
Program Director

SEI Corporation

(Public Company; SEIC; Financial Services industry)

1997 — 1999 (2 years )

Defined and developed SEI's primary client statement component, the Advanced Personal Trust Statement. Organized and led the client focus group which drove the design of the statement offering. Directed all aspects of the development and implementation through the initial production launch of the statement component.
Program Manager

SEI Corporation

(Public Company; 1001-5000 employees; SEIC; Financial Services industry)

1994 — 1997 (3 years )

Responsible for the initial concept, definition, design and development of SEI's first client-server information delivery and reporting tool for institutional end investors, CustodyStation.

Co-managed program to develop support for the industrywide transition to three-day settlement (T+3) of equities securities trades.
Product Manager

SEI Corporation

(Public Company; SEIC; Financial Services industry)

March 1990 — 1994 (4 years )

Responsible for overseeing the ongoing maintenance and enhancement for the securities pricing, securities processing and global securities support components of SEI's solutions for the Trust market in North America.
Product Manager

SunGard

(Privately Held; 10,001 or more employees; SDS; Information Technology and Services industry)

March 1989 — February 1990 (1 year )

Led a detailed evaluation of overlapping and technologically incompatible product lines, and recommended strategy alternatives to guide product line consolidation and enhancement priorities.
Product Manager

Warrington Associates / SD Financial

(Information Technology and Services industry)

January 1987 — February 1989 (2 years 2 months)

Assumed responsibility for product management of the FUNDTRAC offering to the U.S. thrift industry.

Formally evaluated and recommended acquisition of a competitor offering a PC-based investment portfolio processing product. Acquired product achieved predicted dominant market position.
Product Manager

SEI Corporation

(Public Company; SEIC; Financial Services industry)

October 1984 — January 1987 (2 years 4 months)

In conjunction with SEI's purchase of Index Systems, joined the Product Management Team responsible for SEI's FUNDTRAC solution for Bank Treasury Departments. Responsible for significant enhancements to that system to accommodate emerging markets for mortgage- and asset-backed securities.

Defined and oversaw successful delivery of the first PC-based adjunct to the company's mainframe-based securities accounting system.
Associate Consultant

Index Systems

(Financial Services industry)

April 1984 — September 1984 (6 months)

Entry-level consultant for established technology consulting firm specializing in the Banking, Trust and Wealth Management industries. Participated in several significant consulting engagements, including a major systems selection project for a leading regional bank.
Assistant Trust Officer

New England Merchants National Bank

(Public Company; 1001-5000 employees; Banking industry)

1983 — April 1984 (1 year )

Chosen to act as primary liaison for a major trust systems conversion project involving an acquired bank. Also evaluated and defined requirements for proposed enhancements to the bank's trust system.
Management Trainee

New England Merchants National Bank

(Public Company; 1001-5000 employees; Banking industry)

1981 — 1983 (2 years )

Participant in formal training program for prospective Bank Officer's. Assigned to Trust Operations Support Group. Directed numerous small technology enhancement projects.