Shawn Ward

Current

Co-founder at Geezeo

Past

General Manager at GainsKeeper, A Division of Wolters Kluwer Financial Services
VP, Institutional Sales at GainsKeeper, a division of Wolters Kluwer Financial Services
Director, Product Development at GainsKeeper

Various at Fidelity Investments

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Education

Boston University - School of Management
Northeastern University

Recommended

5 people have recommended Shawn

Connections

500+ connections

Industry

Financial Services

Websites

Shawn Ward’s Summary

Experiences:

Almost 20 years of financial services experience in both large company and entreprenurial environments. Started in back office operations to product development/management, then on to sales and partnerships, finally to business ownership.

Our goal is to build Geezeo into the largest financial destination on the web. Provide a platform for users to learn more about their financial situation, explore their options, and learn how to get on a path towards financial improvement. We are fostering a strong community where people can share their success stories and make personal finance feel a lot less painful.

Shawn Ward’s Specialties:

converting concept to product, creative revenue models, strategic partnerships, networking

Shawn Ward’s Experience

Co-founder

Geezeo

(Public Company; 1-10 employees; Financial Services industry)

May 2006 — Present (3 years 3 months)

Geezeo is a revolutionary way for people to manage your finances. Come check us out at geezeo.com
General Manager

GainsKeeper, A Division of Wolters Kluwer Financial Services

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

June 2004 — June 2006 (2 years 1 month)

Director, Wolters Kluwer Financial Services Software Division (corporate title)
President, GainsKeeper (divisional title)

Managed all facets of organization, including staff, strategic direction, P&L, etc. In two years, grew revenues 150+%, doubled staff, and brought division to profitability for first time. Corporate development tactician for software division including potential acquisition candidates, divestures, and organic product buildouts.
VP, Institutional Sales

GainsKeeper, a division of Wolters Kluwer Financial Services

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

December 2002 — June 2004 (1 year 7 months)

Developed and executed sales program for GainsKeeper's suite of products, post acquisition. Nationally sales team averaged 110% of goal.
Director, Product Development

GainsKeeper

(Public Company; 1-10 employees; Financial Services industry)

March 2000 — December 2002 (2 years 10 months)

Developed suite of tax-optimized advisory products serving institutional money managers and individual investors. Managed full product life-cycle.
Various

Fidelity Investments

(Privately Held; 10,001 or more employees; Financial Services industry)

January 1992 — March 2000 (8 years 3 months)

Held various management, analyst, and product ownership positions within investment operations, performance and data policy, accounting, tax, and back-office operations.